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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2001
Trilogy Capital
California
$205K -$28.2K -280 -12%
MCM
2002
Maple Capital Management
Vermont
$204K +$202K +2,001 New
SVWG
2003
Shared Vision Wealth Group
United States
$204K +$202K +2,001 New
NF
2004
Napier Financial
Massachusetts
$204K -$806 -8 -0.4%
NA
2005
Navellier & Associates
Nevada
$204K +$201K +2,000 New
TF
2006
Talbot Financial
Washington
$204K +$201K +2,000 New
EV
2007
EJMK Ventures
Illinois
$204K +$201K +1,998 New
FHB
2008
First Hawaiian Bank
Hawaii
$204K +$201K +1,997 New
PTC
2009
Philadelphia Trust Company
Pennsylvania
$204K +$201K +2,000 New
BWP
2010
BSW Wealth Partners
Colorado
$204K +$201K +1,996 New
WSWA
2011
Warren Street Wealth Advisors
California
$204K +$201K +1,995 New
MCM
2012
Monument Capital Management
Virginia
$204K +$201K +1,994 New
BFA
2013
Brendel Financial Advisors
New Hampshire
$204K +$201K +1,993 New
CCM
2014
Cloud Capital Management
Washington
$203K +$201K +1,998 New
PS
2015
Planned Solutions
California
$202K +$200K +1,981 New
RIA
2016
Realta Investment Advisors
Delaware
$202K -$161K -1,594 -45%
WLIM
2017
White Lighthouse Investment Management
Massachusetts
$202K +$199K +1,977 New
MC
2018
Matisse Capital
Oregon
$202K -$135K -1,340 -40%
FCM
2019
Fourpath Capital Management
Oklahoma
$202K +$199K +1,974 New
WAG
2020
Wallace Advisory Group
California
$201K -$124K -1,234 -39%
BCP
2021
Blue Chip Partners
Michigan
$200K +$197K +1,959 New
AIC
2022
Archer Investment Corporation
Indiana
$197K +$101 +1 +0.1%
CB
2023
CNB Bank
Pennsylvania
$193K -$21.9K -217 -10%
EP
2024
Evelyn Partners
$193K +$190K +1,891 New
BW
2025
Bravera Wealth
North Dakota
$192K – – –
79 80
81
82 83