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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2001
Elevatus Welath Management
New York
$19.7M +$1.2M +2,390 +6%
GAM
2002
Grandview Asset Management
Pennsylvania
$19.7M +$122K +243 +0.6%
HDA
2003
Harold Davidson & Associates
California
$19.6M -$154K -307 -0.8%
BCA
2004
Bay Colony Advisors
Massachusetts
$19.6M +$9.52K +19 +0%
FC
2005
Farley Capital
New York
$19.6M -$936K -1,868 -4%
RMSCM
2006
R.M. Sincerbeaux Capital Management
New York
$19.6M -$2.32M -4,630 -10%
LWL
2007
Leo Wealth LLC
Texas
$19.5M +$11.9M +23,788 +144%
SC
2008
Searle & Co
Connecticut
$19.5M +$281K +560 +1%
UHC
2009
Union Heritage Capital
Michigan
$19.4M -$251K -500 -1%
TE
2010
Tema ETFs
New York
$19.4M -$4.06M -8,098 -17%
TCCM
2011
Timber Creek Capital Management
Massachusetts
$19.4M +$155K +309 +0.8%
ISB
2012
Iowa State Bank
Iowa
$19.4M -$157K -313 -0.8%
BFG
2013
Berger Financial Group
Minnesota
$19.4M -$225K -449 -1%
GCM
2014
Gladius Capital Management
Illinois
$19.4M +$11.9M +23,678 +145%
KCM
2015
Kathmere Capital Management
Pennsylvania
$19.4M +$2.43M +4,858 +14%
BB
2016
Bell Bank
North Dakota
$19.4M +$591K +1,179 +3%
LC
2017
LRZ Capital
Florida
$19.3M +$20M +39,995 New
RBC
2018
Romano Brothers & Co
Illinois
$19.3M -$397K -792 -2%
SFP
2019
Sandbox Financial Partners
Maryland
$19.3M -$39.1K -78 -0.2%
CTA
2020
Clear Trail Advisors
Texas
$19.3M +$20M +39,884 New
WAS
2021
Winch Advisory Services
Wisconsin
$19.3M -$394K -787 -2%
LGWM
2022
Litman Gregory Wealth Management
California
$19.3M -$16K -32 -0.1%
BZWA
2023
Blue Zone Wealth Advisors
California
$19.3M +$5.32M +10,621 +36%
CAM
2024
Costello Asset Management
Pennsylvania
$19.2M +$752K +1,500 +4%
VNA
2025
Valley National Advisers
Pennsylvania
$19.2M +$838K +1,672 +4%
79 80
81
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