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Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
2001
Raab & Moskowitz Asset Management
New Jersey
$3.28M -$49.4K -154 -2%
PAMG
2002
Patton Albertson Miller Group
Tennessee
$3.27M -$101K -314 -3%
LAIC
2003
Lederer & Associates Investment Counsel
California
$3.27M +$963 +3 +0%
MCC
2004
Malaga Cove Capital
California
$3.27M -$93.1K -290 -3%
FPWM
2005
FSB Premier Wealth Management
Iowa
$3.26M +$334K +1,040 +12%
MAM
2006
MWA Asset Management
Massachusetts
$3.25M +$20.2K +63 +0.7%
EFS
2007
Econ Financial Services
Pennsylvania
$3.25M +$3.04M +9,462 New
LWA
2008
Lineweaver Wealth Advisors
Ohio
$3.24M +$238K +741 +9%
SFO
2009
Stokes Family Office
Louisiana
$3.23M -$314K -979 -9%
LSA
2010
Leonteq Securities AG
Switzerland
$3.23M +$1.44M +4,495 +91%
WPW
2011
Waldron Private Wealth
Pennsylvania
$3.22M -$5.14K -16 -0.2%
ACL
2012
Applied Capital LLC
Florida
$3.22M +$39.5K +123 +1%
MC
2013
Mirabaud & Cie
Switzerland
$3.22M -$3.5M -10,912 -54%
QWP
2014
Quotient Wealth Partners
Texas
$3.22M +$227K +708 +8%
ALAM
2015
Asahi Life Asset Management
Japan
$3.22M -$425K -1,324 -12%
MSR
2016
Main Street Research
Connecticut
$3.21M -$282K -877 -9%
WWM
2017
WT Wealth Management
Arizona
$3.21M +$168K +524 +6%
DWM
2018
Darwin Wealth Management
Florida
$3.21M +$547K +1,704 +22%
GTAM
2019
Global Trust Asset Management
Florida
$3.2M -$799K -2,490 -21%
DC
2020
DeDora Capital
California
$3.2M -$963 -3 -0%
NGA
2021
Naples Global Advisors
Florida
$3.2M +$283K +880 +10%
AW
2022
Alaethes Wealth
Nevada
$3.18M -$1.28K -4 -0%
KGC
2023
Kennon-Green & Company
Ohio
$3.18M -$63.2K -197 -2%
FFS
2024
Flavin Financial Services
Florida
$3.16M +$489K +1,522 +20%
WP
2025
WealthShield Partners
North Carolina
$3.15M +$14.8K +46 +0.5%
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