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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2001
STALEY CAPITAL ADVISERS
Pennsylvania
$710K -$5.71K -60 -0.8%
AIM
2002
Advyzon Investment Management
Illinois
$709K +$182K +1,910 +34%
LPAM
2003
Lodestar Private Asset Management
California
$704K – – –
AA
2004
Aire Advisors
California
$703K -$228K -2,400 -24%
AWM
2005
Able Wealth Management
New Jersey
$703K – – –
BMC
2006
Bear Mountain Capital
Washington
$702K +$571K +6,000 +2,500%
FC
2007
Fusion Capital
South Carolina
$702K -$951 -10 -0.1%
TFG
2008
Taylor Financial Group
Virginia
$701K +$5.71K +60 +0.8%
RW
2009
RVW Wealth
California
$701K +$26.6K +280 +4%
IF
2010
Intrua Financial
Texas
$701K +$40.9K +430 +6%
HA
2011
Harfst & Associates
Wyoming
$701K +$715K +7,520 New
ONST
2012
Old North State Trust
North Carolina
$701K – – –
PCIG
2013
Partners Capital Investment Group
Massachusetts
$700K +$714K +7,510 New
GITFIT
2014
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$699K – – –
JSAM
2015
J. Safra Asset Management
New York
$698K +$329K +3,460 +86%
SFGP
2016
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$697K -$45.6K -480 -6%
FOA
2017
Five Oceans Advisors
California
$693K +$7.61K +80 +1%
VFG
2018
Victory Financial Group
Texas
$693K +$64.7K +680 +10%
BWM
2019
BCS Wealth Management
Tennessee
$690K -$173K -1,820 -20%
NCM
2020
New Capital Management
Texas
$688K – – –
WPW
2021
Waldron Private Wealth
Pennsylvania
$687K -$2.35M -24,690 -77%
LMKC
2022
L.M. Kohn & Company
Ohio
$685K +$181K +1,900 +35%
MW
2023
MBL Wealth
North Carolina
$684K +$32.3K +340 +5%
MFWP
2024
Mosaic Family Wealth Partners
Missouri
$684K – – –
OWP
2025
Obermeyer Wealth Partners
Colorado
$683K +$39K +410 +6%
79 80
81
82 83