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Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
2001
Impact Capital Partners
Colorado
$16.9M +$159K +773 +0.9%
TWP
2002
Tyche Wealth Partners
Texas
$16.9M -$30.6K -149 -0.2%
SEIA
2003
Signature Estate & Investment Advisors
California
$16.9M -$1.23M -5,981 -7%
JCM
2004
Jacobi Capital Management
Pennsylvania
$16.9M -$154K -749 -0.9%
NAG
2005
Northstar Advisory Group
New Jersey
$16.9M -$3.12M -15,162 -15%
BHWM
2006
Bar Harbor Wealth Management
New Hampshire
$16.9M -$50.4K -245 -0.3%
MFG
2007
Menard Financial Group
Texas
$16.8M +$209K +1,015 +1%
CWM
2008
Connecticut Wealth Management
Connecticut
$16.8M -$1.07M -5,223 -6%
MBTD
2009
Mechanics Bank - Trust Department
California
$16.8M +$829K +4,033 +5%
UI
2010
Untitled Investments
New York
$16.8M -$5.08M -24,705 -23%
RWM
2011
RKL Wealth Management
Pennsylvania
$16.8M -$755K -3,670 -4%
MAWCM
2012
Mine & Arao Wealth Creation & Management
California
$16.8M +$200K +973 +1%
KB
2013
Kimelman & Baird
New York
$16.8M -$36K -175 -0.2%
APWM
2014
Argonautica Private Wealth Management
Massachusetts
$16.8M -$244K -1,188 -1%
CC
2015
Crosslink Capital
California
$16.8M -$8.71M -42,340 -34%
SIG
2016
Sargent Investment Group
Maryland
$16.8M +$143K +697 +0.8%
SP
2017
SWS Partners
Ohio
$16.7M +$2.08M +10,094 +14%
WIC
2018
Willis Investment Counsel
Georgia
$16.7M +$3.02M +14,700 +21%
AWM
2019
Activest Wealth Management
Florida
$16.7M -$7.47M -36,321 -30%
BWA
2020
Basecamp Wealth Advisors
Washington
$16.7M +$23K +112 +0.1%
CB
2021
CNB Bank
Pennsylvania
$16.7M -$999K -4,860 -6%
WG
2022
Winton Group
United Kingdom
$16.6M -$1.94M -9,447 -10%
LAM
2023
Lewis Asset Management
California
$16.6M -$497K -2,419 -3%
MS
2024
Madden Securities
Texas
$16.6M -$102K -495 -0.6%
CWM
2025
Cordatus Wealth Management
Pennsylvania
$16.6M -$133K -649 -0.8%
79 80
81
82 83