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Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
2001
Towarzystwo Funduszy Inwestycyjnych PZU SA
$184K +$18.8K +75 +10%
WB
2002
Webster Bank
Connecticut
$183K -$392K -1,560 -65%
RMC
2003
Resources Management Corp
Connecticut
$180K +$42.2K +168 +26%
DWP
2004
Destiny Wealth Partners
Florida
$176K +$24.9K +99 +14%
WT
2005
Washington Trust
Rhode Island
$171K -$3.77K -15 -2%
NIM
2006
NuWave Investment Management
New Jersey
$168K +$189K +753 New
GFPC
2007
Global Financial Private Client
Florida
$167K +$1.51K +6 +0.8%
HWM
2008
HighMark Wealth Management
Minnesota
$166K +$40.7K +162 +28%
AWM
2009
Accel Wealth Management
Iowa
$164K +$80.6K +321 +77%
BEI
2010
Benjamin Edwards Inc
Missouri
$162K -$4.52K -18 -2%
VC
2011
Veracity Capital
Georgia
$161K -$94.1K -375 -34%
KFI
2012
Key Financial Inc
Pennsylvania
$158K +$15.8K +63 +10%
TVWM
2013
Tower View Wealth Management
Wisconsin
$157K +$7.53K +30 +4%
AP
2014
Arlington Partners
Alabama
$157K +$177K +705 New
WPA
2015
West Paces Advisors
Georgia
$155K +$3.01K +12 +2%
CBT
2016
CoreFirst Bank & Trust
Kansas
$154K +$61K +243 +54%
BCP
2017
Blue Chip Partners
Michigan
$153K -$46.7K -186 -21%
1IA
2018
1834 Investment Advisors
Wisconsin
$150K – – –
IRC
2019
Investors Research Corp
Georgia
$150K – – –
KLWA
2020
Kelly Lawrence W & Associates
California
$150K +$169K +675 New
PP
2021
Pacifica Partners
Canada
$148K -$56.5K -225 -26%
JWM
2022
Janiczek Wealth Management
Colorado
$148K -$15.8K -63 -9%
CCA
2023
Column Capital Advisors
Indiana
$148K +$1.51K +6 +0.9%
SL
2024
Savior LLC
Massachusetts
$144K – – –
VBCG
2025
Valley Brook Capital Group
Pennsylvania
$143K +$3.77K +15 +2%
79 80
81
82 83