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Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
2001
Highline Wealth Partners
California
$104K -$873K -10,353 -89%
ISS
2002
Intesa Sanpaolo SpA.
Italy
$103K +$102K +1,209 New
RF
2003
Rossby Financial
Florida
$103K -$35.3K -419 -26%
BHWM
2004
Beaird Harris Wealth Management
Texas
$102K -$17.6K -209 -15%
CVM
2005
Cheviot Value Management
California
$101K -$12.5K -148 -12%
FPF
2006
First Pacific Financial
Washington
$100K -$136K -1,615 -58%
RAM
2007
Reflection Asset Management
South Carolina
$100K +$100K +1,187 New
MWA
2008
Medallion Wealth Advisors
Connecticut
$98.8K -$4.05K -48 -4%
AAM
2009
Alphadyne Asset Management
New York
$95.6K -$526K -6,232 -85%
CNBTD
2010
Citizens National Bank Trust Department
Mississippi
$95.4K – – –
ECM
2011
Elgethun Capital Management
South Dakota
$93.8K – – –
GIM
2012
Groesbeck Investment Management
New Jersey
$93K +$93K +1,103 New
PAM
2013
Parvin Asset Management
South Dakota
$90.5K -$146K -1,728 -62%
PWMG
2014
Private Wealth Management Group
New Jersey
$90K -$169 -2 -0.2%
CT
2015
Colonial Trust
South Carolina
$89.3K -$17K -202 -16%
ATC
2016
Advantage Trust Company
Kansas
$88.8K -$53.6K -635 -38%
AW
2017
Avion Wealth
Texas
$88K -$25.9K -307 -23%
ECA
2018
Elevated Capital Advisors
Utah
$88K +$88.2K +1,045 New
CTB
2019
Country Trust Bank
Illinois
$86.7K – – –
FDCP
2020
Foster Dykema Cabot & Partners
Massachusetts
$85.4K – – –
FF
2021
Finley Financial
Nevada
$84.9K – – –
W
2022
WealthCollab
Washington
$84.2K – – –
PAG
2023
Paladin Advisory Group
Iowa
$84K – – –
TSMHT
2024
Thurston Springer Miller Herd & Titak
Indiana
$84K -$170K -2,012 -67%
FC
2025
Fairscale Capital
New Hampshire
$81.8K – – –
79 80
81
82 83