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Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
2001
Mitchell McLeod Pugh & Williams
Alabama
$225K +$214K +2,269 New
NFSG
2002
Newbridge Financial Services Group
Florida
$225K +$661 +7 +0.3%
WIA
2003
World Investment Advisors
California
$224K -$25.6K -271 -11%
GC
2004
Gibson Capital
Pennsylvania
$224K +$213K +2,260 New
LF
2005
Lantz Financial
Illinois
$224K +$213K +2,254 New
BCAM
2006
Boston Common Asset Management
Massachusetts
$223K +$212K +2,250 New
LHEI
2007
Leo H. Evart Inc
California
$223K +$212K +2,246 New
FNC
2008
First National Corp
Massachusetts
$222K +$211K +2,238 New
TFCP
2009
Twin Focus Capital Partners
Massachusetts
$222K +$211K +2,233 New
MWP
2010
Meridian Wealth Partners
Pennsylvania
$221K -$58.7K -622 -22%
GAM
2011
Grandview Asset Management
Pennsylvania
$221K +$210K +2,227 New
WCM
2012
Wedge Capital Management
North Carolina
$221K +$210K +2,230 New
ACG
2013
Allen Capital Group
Nebraska
$221K -$41K -434 -16%
AWA
2014
Archvest Wealth Advisors
California
$221K +$210K +2,225 New
KA
2015
KLCM Advisors
Wisconsin
$220K +$210K +2,223 New
HA
2016
Herold Advisors
New York
$220K +$210K +2,221 New
FC
2017
Fusion Capital
South Carolina
$220K +$210K +2,220 New
YWP
2018
YorkBridge Wealth Partners
New York
$220K -$149K -1,577 -42%
ATFA
2019
All Terrain Financial Advisors
Minnesota
$219K +$208K +2,208 New
MIM
2020
Morningstar Investment Management
Illinois
$219K +$209K +2,211 New
CAAS
2021
Capital Asset Advisory Services
Michigan
$219K -$71.4K -757 -26%
TA
2022
TFB Advisors
Kansas
$218K +$208K +2,200 New
OFW
2023
Omnia Family Wealth
Florida
$218K +$208K +2,199 New
BFC
2024
Blue Fin Capital
Rhode Island
$218K +$207K +2,197 New
CWM
2025
Centurion Wealth Management
Virginia
$216K +$206K +2,180 New
79 80
81
82 83