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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2001
Alhambra Investment Management
Florida
$763K -$197K -2,237 -17%
TPW
2002
Tiller Private Wealth
Pennsylvania
$763K +$7.04K +80 +0.8%
WS
2003
Wilian Securities
Minnesota
$762K +$476K +5,404 +102%
CP
2004
Canopy Partners
Ohio
$762K -$19.2K -218 -2%
CCA
2005
Coign Capital Advisors
Utah
$761K -$11.4K -129 -1%
OIM
2006
Oder Investment Management
California
$760K +$24.7K +280 +3%
WG
2007
Warner Group
Connecticut
$757K +$474K +5,378 +103%
FAN
2008
Financial Advisors Network
California
$757K +$77.1K +875 +9%
CGPCS
2009
Capital Group Private Client Services
California
$757K -$3.08M -34,946 -77%
LW
2010
Linscomb Wealth
Texas
$757K -$34K -386 -4%
WA
2011
Wealth Architects
California
$753K +$535K +6,070 +136%
BMCM
2012
Bryn Mawr Capital Management
Pennsylvania
$752K -$83.2K -945 -8%
AFM
2013
Armstrong Fleming & Moore
District of Columbia
$752K – – –
GCM
2014
G2 Capital Management
Ohio
$751K +$1.85K +21 +0.2%
RPC
2015
Rossmore Private Capital
Connecticut
$751K +$5.9K +67 +0.6%
SOW
2016
State of Wyoming
Wyoming
$750K +$54.5K +619 +6%
BBES
2017
Buffalo Business & Estate Services
New York
$750K -$21.3M -241,837 Closed
MAWCM
2018
Mine & Arao Wealth Creation & Management
California
$749K -$6.87K -78 -0.7%
SP
2019
Stonebrook Private
Michigan
$749K -$62K -704 -6%
CAWM
2020
Capital Advisors Wealth Management
Washington
$748K -$25.2K -286 -3%
ECA
2021
Elevate Capital Advisors
Colorado
$748K +$923K +10,482 New
RMAM
2022
Raab & Moskowitz Asset Management
New Jersey
$747K -$11K -125 -1%
EWM
2023
Endowment Wealth Management
Wisconsin
$747K -$240K -2,720 -21%
PPWM
2024
PFG Private Wealth Management
Florida
$747K +$75.3K +855 +9%
TC
2025
Tannin Capital
North Carolina
$747K +$117K +1,331 +15%
79 80
81
82 83