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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2001
Alterity Financial Group
Maine
$213K +$191K +4,380 New
RCM
2002
RNC Capital Management
California
$213K +$191K +4,380 New
BPCA
2003
Bank Pictet & Cie (Asia)
Singapore
$213K +$191K +4,370 New
CFA
2004
Capstone Financial Advisors
Illinois
$212K +$190K +4,360 New
PIA
2005
Powell Investment Advisors
Florida
$212K -$200K -4,570 -51%
T
2006
Tidemark
California
$212K +$190K +4,350 New
PIMG
2007
Patriot Investment Management Group
Tennessee
$211K +$189K +4,340 New
AFG
2008
Allegheny Financial Group
Pennsylvania
$211K +$189K +4,330 New
CPA
2009
Clear Point Advisors
New York
$210K +$189K +4,320 New
SFC
2010
SYM Financial Corp
Indiana
$210K +$189K +4,320 New
SL
2011
Salomon & Ludwin
Virginia
$210K – – –
CFGA
2012
Cambridge Financial Group (Arizona)
Arizona
$209K +$188K +4,300 New
UCB
2013
United Community Bank
South Carolina
$209K -$171K -3,910 -48%
HWM
2014
Horizon Wealth Management
Illinois
$209K +$187K +4,290 New
TCWA
2015
Turtle Creek Wealth Advisors
Texas
$208K +$186K +4,270 New
CPA
2016
Capital Planning Advisors
California
$207K +$186K +4,260 New
LWM
2017
Liberty Wealth Management
California
$207K +$186K +4,260 New
ALAM
2018
Asahi Life Asset Management
Japan
$206K -$1.13M -25,880 -86%
DAM
2019
Delta Asset Management
Tennessee
$206K +$1.31K +30 +0.7%
SB
2020
Simmons Bank
Arkansas
$204K +$182K +4,180 New
AUB
2021
Atlantic Union Bankshares
Virginia
$204K -$1.39M -31,940 -88%
FFBTD
2022
First Financial Bank - Trust Division
Ohio
$204K +$182K +4,180 New
JCFM
2023
JBR Co Financial Management
Oklahoma
$204K +$182K +4,180 New
SGK
2024
Steigerwald Gordon & Koch
Virginia
$203K +$182K +4,160 New
CCA
2025
Catalyst Capital Advisors
New York
$203K +$38K +870 +26%
79 80
81
82 83