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Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
2001
TCV Trust & Wealth Management
Virginia
$445K +$8.22K +38 +2%
GTAM
2002
Global Trust Asset Management
Florida
$444K -$481K -2,225 -49%
BCM
2003
Birch Capital Management
Texas
$442K – – –
MFP
2004
Meridian Financial Partners
Virginia
$442K +$13.2K +61 +2%
QCM
2005
Quantinno Capital Management
New York
$442K +$507K +2,343 New
CFSG
2006
Community Financial Services Group
Vermont
$441K -$34.6K -160 -6%
WMA
2007
West Michigan Advisors
Michigan
$440K +$505K +2,334 New
HWA
2008
Heritage Wealth Advisors
Virginia
$439K +$21.6K +100 +4%
AF
2009
Alerus Financial
North Dakota
$436K -$22.1K -102 -4%
PIA
2010
Pinion Investment Advisors
Kansas
$434K +$73.8K +341 +17%
BBI
2011
Baxter Bros Inc
Connecticut
$434K +$219K +1,014 +79%
VCM
2012
Viewpoint Capital Management
Washington
$433K +$497K +2,295 New
KWM
2013
Keebeck Wealth Management
Illinois
$431K – – –
GC
2014
Grimes & Company
Massachusetts
$431K +$100K +463 +25%
GAMC
2015
Garner Asset Management Corp
Texas
$430K -$4.11K -19 -0.8%
SIM
2016
SSI Investment Management
California
$430K -$1.08K -5 -0.2%
CC
2017
Cannell & Co
New York
$430K +$75.7K +350 +18%
AIM
2018
Alhambra Investment Management
Florida
$429K -$122K -565 -20%
H
2019
HoyleCohen
California
$429K +$1.51K +7 +0.3%
WAAG
2020
Wealth Alliance Advisory Group
Kansas
$429K +$183K +848 +59%
LCS
2021
Levin Capital Strategies
New York
$429K +$216K +1,000 +78%
FL
2022
Fort LP
Maryland
$428K -$505K -2,334 -51%
BC
2023
Burney Company
Virginia
$428K -$11K -51 -2%
CI
2024
Chartist Inc
California
$426K +$93.7K +433 +24%
PW
2025
Peninsula Wealth
California
$425K +$488K +2,255 New
79 80
81
82 83