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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
2001
TFC Financial Management
Massachusetts
$189K -$8.1K -40 -4%
CWM
2002
Crowley Wealth Management
Delaware
$189K +$180K +890 New
AIM
2003
Acropolis Investment Management
Missouri
$188K -$1.01K -5 -0.6%
MCM
2004
MV Capital Management
Maryland
$186K -$1.01K -5 -0.6%
HWM
2005
Hemington Wealth Management
Virginia
$182K +$7.09K +35 +4%
KIM
2006
Kestra Investment Management
Texas
$181K +$173K +855 New
PGAM
2007
Princeton Global Asset Management
New Jersey
$178K – – –
HGERS
2008
Householder Group Estate & Retirement Specialist
Arizona
$175K -$53.7K -265 -24%
OCM
2009
Osterweis Capital Management
California
$174K – – –
AWM
2010
Ameliora Wealth Management
Switzerland
$174K +$166K +820 New
GJIA
2011
Glass Jacobson Investment Advisors
Maryland
$172K +$164K +810 New
VCM
2012
Versant Capital Management
Arizona
$171K +$103K +510 +173%
CWC
2013
Carolinas Wealth Consulting
North Carolina
$169K -$21.3K -105 -12%
OP
2014
ORG Partners
Indiana
$169K +$21.3K +105 +15%
WPWM
2015
Western Pacific Wealth Management
Illinois
$167K -$43.6K -215 -21%
RTC
2016
Riverview Trust Company
Washington
$162K – – –
FMII
2017
Farmers & Merchants Investments Inc
Nebraska
$160K +$1.01K +5 +0.7%
MB
2018
Mizuho Bank
Japan
$159K – – –
ECM
2019
EMC Capital Management
Texas
$159K -$20.4M -100,630 -99%
MTC
2020
Matrix Trust Company
Colorado
$159K +$152K +750 New
WA
2021
WPG Advisers
Maryland
$158K +$151K +745 New
POIA
2022
Pin Oak Investment Advisors
Texas
$157K – – –
MLA
2023
MB, Levis & Associates
Pennsylvania
$154K – – –
CA
2024
Continuum Advisory
Idaho
$154K +$4.05K +20 +3%
PSFG
2025
Park Square Financial Group
Georgia
$153K +$146K +720 New
79 80
81
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