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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2001
Claybrook Capital
Massachusetts
$373K -$174K -1,206 -34%
TVAMP
2002
Tennessee Valley Asset Management Partners
Tennessee
$371K +$9.51K +66 +3%
CIA
2003
Choate Investment Advisors
Massachusetts
$370K +$5.19K +36 +2%
RWM
2004
RBA Wealth Management
California
$369K +$336K +2,329 New
LA
2005
LexAurum Advisors
Kansas
$367K -$19.5K -135 -5%
CSM
2006
CAMG Solamere Management
North Carolina
$367K -$12K -83 -3%
RT
2007
Rockland Trust
Massachusetts
$367K -$1.73K -12 -0.5%
HR
2008
Hayden Royal
North Carolina
$365K -$6.02M -41,769 -95%
OWA
2009
Outlook Wealth Advisors
Texas
$365K -$305K -2,113 -47%
KA
2010
KLCM Advisors
Wisconsin
$363K +$31.7K +220 +10%
WC
2011
Wexford Capital
Florida
$363K +$335K +2,325 New
GAB
2012
German American Bancorp
Indiana
$360K -$22.9K -159 -6%
SFWA
2013
Summit Financial Wealth Advisors
Louisiana
$360K – – –
MLIC
2014
Mandatum Life Insurance Company
Finland
$359K – – –
AEPG
2015
American Economic Planning Group
New Jersey
$358K -$61.2K -425 -16%
IIC
2016
Integrated Investment Consultants
Michigan
$355K -$292K -2,028 -47%
BFG
2017
Barber Financial Group
Kansas
$355K +$5.19K +36 +2%
BCM
2018
BlueCrest Capital Management
Jersey
$353K -$3.02M -20,959 -90%
PV
2019
Private Vista
Illinois
$353K -$66.9K -464 -17%
RFO
2020
RiverGlades Family Offices
Florida
$351K +$324K +2,250 New
MWM
2021
Merriman Wealth Management
Washington
$349K -$82.4K -572 -20%
KM
2022
Kalos Management
Georgia
$348K -$90.2K -626 -22%
NG
2023
Northstar Group
New York
$346K +$5.33K +37 +2%
CAM
2024
Claret Asset Management
Quebec, Canada
$344K -$12K -83 -4%
GWM
2025
Greenwich Wealth Management
Connecticut
$344K -$2.31K -16 -0.7%
79 80
81
82 83