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Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
2001
American Investment Services
Massachusetts
$213K +$617 +6 +0.3%
CP
2002
Castleview Partners
Texas
$213K +$4.83K +47 +2%
AA
2003
Addison Advisors
Vermont
$213K +$4.11K +40 +2%
KFP
2004
KMG Fiduciary Partners
Ohio
$212K -$50.3K -489 -18%
CIP
2005
Convergence Investment Partners
Florida
$212K +$103 +1 +0%
PWM
2006
Paulson Wealth Management
Illinois
$211K – – –
HWA
2007
HHM Wealth Advisors
Tennessee
$211K – – –
LF
2008
Lantz Financial
Illinois
$211K -$35.4K -344 -14%
HC
2009
Hourglass Capital
Texas
$210K – – –
LA
2010
Lynch & Associates
Indiana
$210K +$103 +1 +0%
KWM
2011
Kolinsky Wealth Management
New Jersey
$210K -$66.7K -648 -23%
MWPCG
2012
Measured Wealth Private Client Group
New Hampshire
$210K -$2.47K -24 -1%
SAM
2013
SP Asset Management
California
$208K +$224K +2,179 New
JWBC
2014
J.W. Burns & Co
New York
$208K – – –
POIA
2015
Pin Oak Investment Advisors
Texas
$208K – – –
BSB
2016
Bangor Savings Bank
Maine
$208K +$26.3K +256 +13%
SFA
2017
Seneca Financial Advisors
New York
$208K – – –
BWM
2018
Blossom Wealth Management
California
$207K +$223K +2,169 New
OC
2019
Oarsman Capital
Wisconsin
$206K -$3.09K -30 -1%
TCM
2020
Tufton Capital Management
Maryland
$206K +$221K +2,153 New
BCA
2021
Bray Capital Advisors
Florida
$206K – – –
CSC
2022
Caldwell Sutter Capital
California
$205K -$51.4K -500 -19%
FWM
2023
Forza Wealth Management
Florida
$205K -$5.76K -56 -3%
MAA
2024
Matrix Asset Advisors
New York
$205K – – –
OR
2025
Olympiad Research
Connecticut
$205K +$220K +2,139 New
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81
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