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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2001
BTR Capital Management
California
$208K -$6.95K -50 -3%
LFS
2002
Legacy Financial Strategies
Kansas
$207K
BI
2003
Ballast Inc
Kentucky
$204K -$9.45K -68 -4%
CSM
2004
CAMG Solamere Management
North Carolina
$204K
PBC
2005
Pavion Blue Capital
California
$204K
MAM
2006
Marotta Asset Management
Virginia
$203K +$213K +1,535 New
PA
2007
Perennial Advisors
New York
$203K
IBOK
2008
Independence Bank of Kentucky
Kentucky
$203K +$2.78K +20 +1%
LCWP
2009
Legacy Capital Wealth Partners
Arkansas
$203K +$212K +1,526 New
FM
2010
Foster & Motley
Ohio
$202K -$20.9K -150 -9%
BOM
2011
Bank of Marin
California
$202K
MPW
2012
Monterey Private Wealth
California
$202K
PWA
2013
Phoenix Wealth Advisors
North Carolina
$202K
FFN
2014
Focus Financial Network
Minnesota
$202K -$117K -841 -36%
WIA
2015
Westbourne Investment Advisors
Maryland
$201K
AA
2016
Auxano Advisors
Washington
$201K +$210K +1,513 New
FANJ
2017
Financial Architects (New Jersey)
New Jersey
$200K +$209K +1,505 New
ARMC
2018
American Research & Management Company
Massachusetts
$195K
RAM
2019
Riggs Asset Management
Pennsylvania
$195K
TWA
2020
TCI Wealth Advisors
Arizona
$192K +$91.6K +659 +84%
BCP
2021
Blue Chip Partners
Michigan
$191K -$98.6K -709 -33%
MS
2022
Mizuho Securities
Japan
$186K -$475K -3,414 -71%
BC
2023
Blackhill Capital
New Jersey
$186K
GI
2024
Gradient Investments
Minnesota
$186K
HFA
2025
Hoover Financial Advisors
Pennsylvania
$183K