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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2001
Moser Wealth Advisors
Washington
$14.7M -$156K -382 -1%
CCAM
2002
Codex Capital Asset Management
Texas
$14.7M – – –
NFT
2003
Nan Fung Trinity
Hong Kong
$14.6M +$5.42M +13,300 +52%
IA
2004
Intellus Advisors
Florida
$14.6M +$331K +812 +2%
LC
2005
Lincoln Capital
Nebraska
$14.6M +$46.9K +115 +0.3%
CCWA
2006
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.6M +$805K +1,974 +5%
GWSG
2007
GPS Wealth Strategies Group
Colorado
$14.6M -$6.72M -16,481 -30%
NAMA
2008
Nikko Asset Management Americas
New York
$14.6M +$3.85M +9,439 +32%
PFGIA
2009
Patriot Financial Group Insurance Agency
Massachusetts
$14.6M +$1.07M +2,635 +7%
NL
2010
NVWM LLC
Pennsylvania
$14.6M +$309K +758 +2%
AWE
2011
Avidian Wealth Enterprises
Texas
$14.6M -$304K -745 -2%
GCM
2012
Gibraltar Capital Management
Oklahoma
$14.5M +$3.58M +8,780 +29%
4WM
2013
44 Wealth Management
Oregon
$14.5M +$771K +1,892 +5%
PCR
2014
Potrero Capital Research
California
$14.5M – – –
BAM
2015
Brave Asset Management
New Jersey
$14.5M +$33.4K +82 +0.2%
MJP
2016
Michael J. Puzo
$14.5M +$172K +421 +1%
BFC
2017
Bedel Financial Consulting
Indiana
$14.5M -$207K -507 -1%
CG
2018
Castellan Group
Kentucky
$14.5M +$7.42M +18,203 +89%
ADL
2019
Asset Dedication LLC
California
$14.5M -$556K -1,364 -3%
RWA
2020
Roberts Wealth Advisors
California
$14.5M +$10.6K +26 +0.1%
ACM
2021
Aljian Capital Management
Nevada
$14.5M +$457K +1,120 +3%
OSNBOA
2022
Old Second National Bank of Aurora
Illinois
$14.5M -$156K -383 -1%
SIM
2023
Seaview Investment Managers
Florida
$14.4M +$4.76M +11,669 +44%
TIP
2024
Torray Investment Partners
Maryland
$14.4M -$226K -554 -1%
MHS
2025
M Holdings Securities
Oregon
$14.4M +$1.06M +2,601 +7%
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