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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2001
Amplius Wealth Advisors
Pennsylvania
$207K +$204K +2,024 New
SB
2002
Strategic Blueprint
Georgia
$207K +$204K +2,024 New
AWM
2003
Aberdeen Wealth Management
Illinois
$207K -$243K -2,409 -54%
PWM
2004
Parkshore Wealth Management
California
$206K +$203K +2,019 New
DLCIG
2005
D.L. Carlson Investment Group
New Hampshire
$206K +$203K +2,018 New
EWA
2006
Encompass Wealth Advisors
Oregon
$206K +$203K +2,013 New
SGK
2007
Steigerwald Gordon & Koch
Virginia
$206K -$6.04K -60 -3%
ACM
2008
Aspen Capital Management
Idaho
$206K +$203K +2,011 New
MWA
2009
Martel Wealth Advisors
Washington
$206K +$203K +2,011 New
MCRM
2010
Midway Capital Research & Management
Illinois
$205K -$3.42K -34 -2%
HL
2011
HeadInvest LLC
Maine
$205K +$202K +2,009 New
TC
2012
Trilogy Capital
California
$205K -$28.2K -280 -12%
MCM
2013
Maple Capital Management
Vermont
$204K +$202K +2,001 New
SVWG
2014
Shared Vision Wealth Group
United States
$204K +$202K +2,001 New
NF
2015
Napier Financial
Massachusetts
$204K -$806 -8 -0.4%
NA
2016
Navellier & Associates
Nevada
$204K +$201K +2,000 New
TF
2017
Talbot Financial
Washington
$204K +$201K +2,000 New
CPSAC
2018
Chas P. Smith & Associates (CPS)
Florida
$204K +$201K +1,999 New
EV
2019
EJMK Ventures
Illinois
$204K +$201K +1,998 New
FHB
2020
First Hawaiian Bank
Hawaii
$204K +$201K +1,997 New
PTC
2021
Philadelphia Trust Company
Pennsylvania
$204K +$201K +2,000 New
BWP
2022
BSW Wealth Partners
Colorado
$204K +$201K +1,996 New
WSWA
2023
Warren Street Wealth Advisors
California
$204K +$201K +1,995 New
MCM
2024
Monument Capital Management
Virginia
$204K +$201K +1,994 New
BFA
2025
Brendel Financial Advisors
New Hampshire
$204K +$201K +1,993 New
79 80
81
82 83