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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
2001
Financial Security Advisor
Virginia
$283K +$270K +2,892 New
LCWP
2002
Legacy Capital Wealth Partners
Arkansas
$283K -$15K -160 -5%
RA
2003
Riversedge Advisors
Delaware
$283K +$270K +2,889 New
GWM
2004
GSB Wealth Management
Connecticut
$282K
BDL
2005
Banque de Luxembourg
Luxembourg
$281K +$199K +2,132 +289%
CTC (Chicago Trading Company)
2006
CTC (Chicago Trading Company)
Illinois
$278K +$27.2K +291 +11%
IWN
2007
Independent Wealth Network
Iowa
$278K -$10.6K -113 -4%
SIM
2008
SSI Investment Management
California
$278K
AF
2009
AGP Franklin
Tennessee
$278K +$17.7K +189 +7%
PFM
2010
Patton Fund Management
Texas
$277K
RFG
2011
Range Financial Group
Oregon
$277K -$324K -3,463 -55%
AFPL
2012
Advus Financial Partners, LLC
Florida
$276K -$11.2K -120 -4%
PWMAG
2013
Pinnacle Wealth Management Advisory Group
New Jersey
$276K +$28.1K +300 +12%
SLC
2014
Second Line Capital
Louisiana
$276K +$6.45K +69 +3%
HWM
2015
HighMark Wealth Management
Minnesota
$275K -$3.74K -40 -1%
BOTPPF
2016
Board of the Pension Protection Fund
United Kingdom
$274K +$262K +2,800 New
MIM
2017
Merrion Investment Management
New Jersey
$272K
BFIM
2018
Beese Fulmer Investment Management
Ohio
$272K -$561 -6 -0.2%
GF
2019
GGM Financials
Ohio
$272K
E3F
2020
Eight 31 Financial
Texas
$269K +$257K +2,750 New
SRC
2021
Sage Rhino Capital
California
$268K +$10.3K +110 +4%
AFM
2022
Aspetuck Financial Management
Connecticut
$268K -$32.7K -350 -11%
GWM
2023
Greenwich Wealth Management
Connecticut
$268K +$256K +2,737 New
WC
2024
Wynn Capital
Georgia
$268K +$54.7K +585 +27%
CGA
2025
Crescent Grove Advisors
Illinois
$268K -$26.4K -282 -9%