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TSLA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2001
Silverlake Wealth Management
Vermont
$429K -$11.5K -66 -3%
SDWIA
2002
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$427K +$359K +2,060 New
CCM
2003
Condor Capital Management
New Jersey
$427K -$993K -5,691 -73%
BAG
2004
Bridgewealth Advisory Group
California
$427K -$148K -849 -29%
VCM
2005
Versant Capital Management
Arizona
$426K +$23.7K +136 +7%
LCGC
2006
Legacy Capital Group California
California
$424K +$357K +2,046 New
CICI
2007
Capital Investment Counsel Inc
North Carolina
$424K -$170K -975 -32%
PRS
2008
Pinkerton Retirement Specialists
Idaho
$423K -$30.7K -176 -8%
OC
2009
Oarsman Capital
Wisconsin
$422K – – –
SCA
2010
Scott Capital Advisors
Oregon
$422K +$61.9K +355 +21%
BWA
2011
Blodgett Wealth Advisors
California
$421K -$10.5K -60 -3%
GFG
2012
Goldstone Financial Group
Illinois
$421K +$354K +2,029 New
SWM
2013
Soundmark Wealth Management
Washington
$420K – – –
BFA
2014
Beaumont Financial Advisors
Massachusetts
$420K -$82.9K -475 -19%
LFS
2015
Legacy Financial Strategies
Kansas
$419K +$9.6K +55 +3%
W
2016
Wealthquest
Ohio
$418K -$247K -1,418 -41%
PIM
2017
Progressive Investment Management
Oregon
$418K +$352K +2,016 New
YIA
2018
YHB Investment Advisors
Connecticut
$417K +$21.1K +121 +6%
QFA
2019
Quantum Financial Advisors
California
$417K +$872 +5 +0.2%
AFO
2020
Arrowroot Family Office
California
$416K +$350K +2,006 New
NCM
2021
Narwhal Capital Management
Georgia
$416K +$7.5K +43 +2%
WWP
2022
Waypoint Wealth Partners
California
$415K -$174K -1,000 -33%
MF
2023
Montis Financial
Massachusetts
$414K -$140K -804 -29%
SVCP
2024
Silicon Valley Capital Partners
California
$413K +$37.7K +216 +12%
FFA
2025
Fairfield Financial Advisors
Massachusetts
$413K +$14.8K +85 +4%
79 80
81
82 83