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Name Holding Trade Value Shares
Change 		Change in
Stake
TAP
2001
Tounjian Advisory Partners
Florida
$14.4M -$332K -1,812 -2%
CFO
2002
CVA Family Office
Colorado
$14.4M +$2.01M +10,940 +15%
DSC
2003
Duncker Streett & Co
Missouri
$14.4M -$2.03M -11,066 -12%
CPWA
2004
Cerro Pacific Wealth Advisors
California
$14.4M -$260K -1,415 -2%
AAM
2005
AR Asset Management
California
$14.4M +$771K +4,200 +5%
LS
2006
Leelyn Smith
Illinois
$14.4M -$169K -923 -1%
WW
2007
Windle Wealth
Oklahoma
$14.3M – – –
TPWA
2008
TRUE Private Wealth Advisors
Oregon
$14.3M +$2.54M +13,857 +20%
RPC
2009
Rossmore Private Capital
Connecticut
$14.3M -$282K -1,538 -2%
BSWM
2010
Boston Standard Wealth Management
Massachusetts
$14.3M -$9.54K -52 -0.1%
CT
2011
Colonial Trust
South Carolina
$14.3M +$53.9K +294 +0.4%
WP
2012
WealthShield Partners
North Carolina
$14.3M -$19.4K -106 -0.1%
PAM
2013
Pegasus Asset Management
New York
$14.2M +$627K +3,418 +4%
CPA
2014
Capital Planning Advisors
California
$14.1M -$891K -4,856 -6%
PFM
2015
Privium Fund Management
Netherlands
$14.1M – – –
EA
2016
Ellsworth Advisors
Ohio
$14.1M -$116K -631 -0.8%
PA
2017
Paragon Advisors
Texas
$14.1M +$2.2K +12 +0%
ACG
2018
Allen Capital Group
Nebraska
$14.1M +$553K +3,013 +4%
ISWM
2019
Intesa Sanpaolo Wealth Management
$14.1M +$1.67M +9,128 +13%
SIAP
2020
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14.1M -$28.1K -153 -0.2%
AIM
2021
Advyzon Investment Management
Illinois
$14M +$1.77M +9,665 +14%
BB
2022
Berkshire Bank
Massachusetts
$14M -$877K -4,779 -6%
AGWCA
2023
Annis Gardner Whiting Capital Advisors
Florida
$14M +$541K +2,947 +4%
MBTD
2024
Mechanics Bank - Trust Department
California
$14M +$614K +3,347 +4%
BRCM
2025
Bright Rock Capital Management
Massachusetts
$14M +$7.34M +40,000 +100%
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