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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2001
Trilogy Capital
California
$225K +$703 +6 +0.3%
NWA
2002
New World Advisors
Massachusetts
$225K +$229K +1,960 New
FG
2003
Foster Group
Iowa
$223K -$1.17K -10 -0.5%
FIB
2004
First Interstate Bank
Montana
$223K – – –
ACA
2005
Ascension Capital Advisors
Texas
$221K – – –
SPIO
2006
Seven Post Investment Office
California
$221K – – –
VAM
2007
Veritas Asset Management
United Kingdom
$221K – – –
SLWA
2008
San Luis Wealth Advisors
California
$221K +$235K +2,003 New
OWA
2009
Octavia Wealth Advisors
Ohio
$221K +$235K +2,004 New
GAB
2010
German American Bancorp
Indiana
$220K -$82.3K -703 -26%
UIA
2011
UBP Investment Advisors
Switzerland
$220K – – –
ACM
2012
Allred Capital Management
Texas
$220K +$234 +2 +0.1%
CWA
2013
Clearview Wealth Advisors
Oregon
$220K +$468 +4 +0.2%
GD
2014
Grandfield & Dodd
New York
$220K +$231K +1,975 New
SFS
2015
Summit Financial Strategies
Ohio
$219K +$234 +2 +0.1%
SCA
2016
STALEY CAPITAL ADVISERS
Pennsylvania
$219K +$5.85K +50 +3%
NFG
2017
Nadler Financial Group
Illinois
$218K -$8.08K -69 -3%
GAG
2018
GM Advisory Group
New York
$218K -$234 -2 -0.1%
WAAG
2019
Wealth Alliance Advisory Group
Kansas
$218K – – –
WCM
2020
WealthBridge Capital Management
Ohio
$218K +$351 +3 +0.2%
B
2021
Bridgeworth
Alabama
$218K +$232K +1,979 New
AWM
2022
Adams Wealth Management
Utah
$217K – – –
RP
2023
Rowlandmiller & Partners
Georgia
$216K -$582K -4,975 -63%
SF
2024
Summit Financial
New Jersey
$215K +$228K +1,951 New
COI
2025
Connable Office Inc
Michigan
$215K – – –
79 80
81
82 83