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Name Holding Trade Value Shares
Change 		Change in
Stake
QC
2001
Quent Capital
New York
$227K -$7.85K -107 -3%
BFA
2002
Beaumont Financial Advisors
Massachusetts
$226K -$3.01K -41 -1%
DCM
2003
Dudley Capital Management
Virginia
$226K – – –
S
2004
Storgate
Texas
$226K +$229K +3,126 New
EFG
2005
Ethos Financial Group
Pennsylvania
$225K -$15.6K -213 -6%
AFT
2006
Alpha Family Trust
California
$224K – – –
CC
2007
Clearwave Capital
California
$224K +$228K +3,110 New
QFW
2008
QTR Family Wealth
Florida
$224K -$114K -1,548 -33%
5NPW
2009
55 North Private Wealth
Florida
$223K -$2.71K -37 -1%
BAM
2010
Blueshift Asset Management
New Jersey
$221K +$225K +3,066 New
PCIG
2011
Partners Capital Investment Group
Massachusetts
$221K – – –
RS
2012
Rakuten Securities
Japan
$221K +$42.5K +580 +23%
DI
2013
Diligent Investors
California
$221K +$225K +3,063 New
RCA
2014
Rose Capital Advisors
Florida
$221K +$224K +3,061 New
SIA
2015
Spectrum Investment Advisors
Wisconsin
$220K +$224K +3,055 New
AWA
2016
Amplius Wealth Advisors
Pennsylvania
$220K +$9.9K +135 +5%
BWM
2017
BankPlus Wealth Management
Mississippi
$220K +$224K +3,051 New
ICP
2018
Impact Capital Partners
Colorado
$220K -$52.1K -711 -19%
WCG
2019
Weaver Consulting Group
California
$220K -$5.21K -71 -2%
SFP
2020
Shepherd Financial Partners
Massachusetts
$219K -$40.1K -547 -15%
AAMG
2021
AMG Asset Management Group
Georgia
$219K -$220 -3 -0.1%
GF
2022
GGM Financials
Ohio
$219K – – –
WPW
2023
Watershed Private Wealth
Illinois
$218K – – –
LA
2024
LexAurum Advisors
Kansas
$218K +$222K +3,025 New
SF
2025
Symphony Financial
Texas
$218K -$15.3K -208 -6%
79 80
81
82 83