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Name Holding Trade Value Shares
Change 		Change in
Stake
BFIC
2001
Bedell Frazier Investment Counselling
California
$518K +$5.42K +31 +1%
FMTC
2002
Farmers & Merchants Trust Company
California
$517K +$41.4K +237 +10%
CC
2003
Cornerstone Capital
California
$516K – – –
CAL
2004
Capital Analysts LLC
Pennsylvania
$516K -$46.7K -267 -9%
LDB
2005
Lee, Danner & Bass
Tennessee
$514K +$454K +2,597 New
PWM
2006
PBMares Wealth Management
Virginia
$514K +$55.9K +320 +14%
TIM
2007
Total Investment Management
Arizona
$513K +$36.4K +208 +9%
FAB
2008
First American Bank
Illinois
$512K -$78.6K -450 -15%
DCM
2009
Dimension Capital Management
Florida
$508K +$6.82K +39 +2%
KWM
2010
Keebeck Wealth Management
Illinois
$508K -$159K -907 -26%
SB
2011
Sunflower Bank
Texas
$507K +$14.7K +84 +3%
WTA
2012
Washington Trust Advisors
Massachusetts
$507K +$1.92K +11 +0.4%
AHL
2013
Abel Hall LLC
Louisiana
$506K +$71.5K +409 +19%
SMA
2014
Seven Mile Advisory
New Jersey
$506K +$85.5K +489 +24%
NWMG
2015
National Wealth Management Group
Ohio
$505K -$998K -5,708 -69%
I
2016
InceptionR
California
$504K +$445K +2,546 New
A
2017
AJOVista
Massachusetts
$503K – – –
AWM
2018
Affinity Wealth Management
Delaware
$502K +$8.74K +50 +2%
PWP
2019
Phillips Wealth Planners
Mississippi
$500K +$6.99K +40 +2%
AAM
2020
Aureus Asset Management
Massachusetts
$500K – – –
NRC
2021
New Republic Capital
North Carolina
$499K +$204K +1,166 +86%
SACTSONJ
2022
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$499K – – –
EPA
2023
Element Pointe Advisors
Florida
$497K – – –
EA
2024
Eclectic Associates
California
$497K +$94.4K +540 +27%
HHGA
2025
Halbert Hargrove Global Advisors
California
$497K -$136K -780 -24%
79 80
81
82 83