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Name Holding Trade Value Shares
Change 		Change in
Stake
RBCM
2001
Raub Brock Capital Management
California
$510K – – –
AP
2002
Americana Partners
Texas
$510K +$151K +9,400 +39%
PPP
2003
Private Portfolio Partners
New Jersey
$510K -$26.3K -1,640 -6%
CAS
2004
Cascadia Advisory Services
Oregon
$509K -$10.3K -640 -2%
SWM
2005
Salvus Wealth Management
New Jersey
$509K +$3.21K +200 +0.8%
BOS
2006
Bingham Osborn & Scarborough
California
$509K +$22.4K +1,400 +6%
BWM
2007
Baystate Wealth Management
Massachusetts
$508K -$31.4K -1,960 -7%
DP
2008
Dearborn Partners
Illinois
$507K – – –
SEIA
2009
Signature Estate & Investment Advisors
California
$506K -$115K -7,160 -22%
UIA
2010
UBP Investment Advisors
Switzerland
$500K -$692K -43,200 -64%
AA
2011
AF Advisors
California
$500K – – –
CAL
2012
Capital Analysts LLC
Pennsylvania
$499K -$95.5K -5,960 -19%
CAM
2013
CenterStar Asset Management
Illinois
$498K – – –
NCM
2014
Northside Capital Management
Oregon
$497K – – –
BPM
2015
Bowling Portfolio Management
Ohio
$496K -$2.09M -130,680 -84%
AWM
2016
Accel Wealth Management
Iowa
$495K -$3.85K -240 -1%
WI
2017
Wintrust Investments
Illinois
$495K +$105K +6,560 +36%
CFG
2018
CKW Financial Group
Hawaii
$494K – – –
KPWG
2019
KFA Private Wealth Group
Virginia
$494K +$31.4K +1,960 +9%
CAWM
2020
Capital Advisors Wealth Management
Washington
$493K +$395K +24,640 New
PWM
2021
Prentice Wealth Management
New York
$490K +$64.8K +4,040 +20%
PFA
2022
Pure Financial Advisors
California
$489K +$31.4K +1,960 +9%
G
2023
GenTrust
Florida
$489K +$392K +24,440 New
CRCM
2024
Corbett Road Capital Management
Virginia
$486K -$53.2K -3,320 -12%
MIA
2025
MainStreet Investment Advisors
Illinois
$486K -$17.3K -1,080 -4%
79 80
81
82 83