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Name Holding Trade Value Shares
Change 		Change in
Stake
ANB
2001
Amarillo National Bank
Texas
$217K +$191K +2,228 New
ES
2002
ETF Store
Kansas
$217K +$191K +2,226 New
KC
2003
Kinloch Capital
Virginia
$217K +$191K +2,225 New
JAG
2004
Journey Advisory Group
Kentucky
$216K – – –
MCM
2005
MV Capital Management
Maryland
$216K +$8.58K +100 +5%
CFD
2006
Creative Financial Designs
Indiana
$216K -$81.6K -951 -30%
CCMG
2007
Clark Capital Management Group
Pennsylvania
$216K +$190K +2,212 New
CNB
2008
Camden National Bank
Maine
$216K +$190K +2,212 New
AAP
2009
Arax Advisory Partners
Colorado
$215K +$3.52K +41 +2%
ATFA
2010
All Terrain Financial Advisors
Minnesota
$215K +$189K +2,208 New
BAAM
2011
Baker Avenue Asset Management
California
$215K +$189K +2,204 New
NIA
2012
NIA Impact Advisors
California
$215K +$189K +2,202 New
AC
2013
ASB Consultores
Florida
$213K +$188K +2,188 New
PK
2014
Pflug Koory
Nebraska
$213K +$188K +2,188 New
WLPWM
2015
Walled Lake Planning & Wealth Management
Illinois
$213K +$187K +2,185 New
DA
2016
Dover Advisors
Virginia
$213K -$115K -1,341 -38%
AOWM
2017
Alpha Omega Wealth Management
Virginia
$212K +$187K +2,179 New
VBFP
2018
Valtinson Bruner Financial Planning
Minnesota
$212K +$187K +2,178 New
CMTU
2019
Capital Markets Trading (UK)
United Kingdom
$212K +$187K +2,177 New
BW
2020
BIP Wealth
Georgia
$211K +$185K +2,162 New
AFAS
2021
Acorn Financial Advisory Services
Virginia
$211K +$185K +2,161 New
5SA
2022
5th Street Advisors
Connecticut
$211K +$185K +2,160 New
ZIC
2023
ZWJ Investment Counsel
Georgia
$210K +$185K +2,159 New
ACS
2024
Archford Capital Strategies
Illinois
$210K +$190K +2,219 New
IC
2025
Iconiq Capital
California
$210K +$185K +2,155 New
79 80
81
82 83