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Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
2001
Taylor Hoffman Wealth Management
Virginia
$262K – – –
BHC
2002
Bowen Hanes & Co
Florida
$261K – – –
CIC
2003
Chilton Investment Company
Connecticut
$261K – – –
KA
2004
Klingman & Associates
New York
$261K +$3.5K +36 +1%
SC
2005
Sonen Capital
California
$261K +$7.11K +73 +3%
IA
2006
Insight Advisors
Pennsylvania
$261K -$19.5K -200 -7%
WC
2007
Waterloo Capital
Texas
$261K +$264K +2,717 New
MCP
2008
Mirador Capital Partners
California
$261K +$3.99K +41 +2%
FG
2009
Foster Group
Iowa
$260K – – –
WCA
2010
Westover Capital Advisors
Delaware
$259K +$487 +5 +0.2%
CG
2011
CFO4Life Group
Texas
$259K +$35.5K +365 +16%
SCA
2012
Stuart Chaussee & Associates
California
$258K – – –
BGAI
2013
Bruce G. Allen Investments
Colorado
$258K +$261K +2,684 New
CPRC
2014
Consolidated Portfolio Review Corp
New York
$257K -$11.5K -118 -4%
PAMG
2015
Patton Albertson Miller Group
Tennessee
$256K -$5.55K -57 -2%
SAM
2016
Synergy Asset Management
Washington
$256K -$23.9K -246 -8%
SFA
2017
Souders Financial Advisors
Ohio
$256K +$259K +2,664 New
JFA
2018
JNBA Financial Advisors
Minnesota
$255K -$1.95K -20 -0.7%
LCM
2019
Liberty Capital Management
Michigan
$255K – – –
GWA
2020
Gratus Wealth Advisors
Virginia
$255K +$258K +2,654 New
SAF
2021
Smith Anglin Financial
Texas
$254K -$4.38K -45 -2%
MMPW
2022
Mitchell McLeod Pugh & Williams
Alabama
$253K – – –
WA
2023
Wealth Architects
California
$253K +$8.47K +87 +3%
BONH
2024
Bank of New Hampshire
New Hampshire
$252K -$18.8K -193 -7%
VWM
2025
Venturi Wealth Management
Texas
$252K +$14.5K +149 +6%
79 80
81
82 83