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Name Holding Trade Value Shares
Change 		Change in
Stake
BGDI
2001
BW Gestao de Investimentos
Brazil
$1.4M +$640K +2,800 +88%
FA
2002
Fermata Advisors
California
$1.4M +$101K +443 +8%
QCM
2003
Quest Capital Management
Texas
$1.4M +$14.6K +64 +1%
CB
2004
CNB Bank
Pennsylvania
$1.39M -$113K -496 -8%
FWA
2005
FOCUS Wealth Advisors
Texas
$1.39M +$66.8K +292 +5%
GIA
2006
Guyasuta Investment Advisors
Pennsylvania
$1.39M -$27K -118 -2%
MWM
2007
Modera Wealth Management
New Jersey
$1.38M -$67K -293 -5%
CPIA
2008
Cornell Pochily Investment Advisors
New York
$1.38M -$51.4K -225 -4%
CFS
2009
Capital Financial Services
New York
$1.38M +$10.3K +45 +0.8%
MWM
2010
Mission Wealth Management
California
$1.38M -$56.7K -248 -4%
LT
2011
Lindsell Train
United Kingdom
$1.38M – – –
HWA
2012
HHM Wealth Advisors
Tennessee
$1.38M – – –
GFPC
2013
Global Financial Private Client
Florida
$1.37M +$280K +1,225 +27%
GFS
2014
GYL Financial Synergies
Connecticut
$1.37M +$17.1K +75 +1%
FFG
2015
Ford Financial Group
California
$1.37M -$5.71K -25 -0.4%
BFA
2016
Beacon Financial Advisory
Ohio
$1.36M +$1.83K +8 +0.1%
ACM
2017
Ascendant Capital Management
California
$1.36M +$183K +800 +16%
FFA
2018
Founders Financial Alliance
North Carolina
$1.35M +$68.4K +299 +5%
WLPWM
2019
Walled Lake Planning & Wealth Management
Illinois
$1.35M – – –
LWIC
2020
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.34M -$18.3K -80 -1%
FNWM
2021
Financial Network Wealth Management
Utah
$1.34M – – –
4WM
2022
44 Wealth Management
Oregon
$1.33M -$16.7K -73 -1%
CCA
2023
Childress Capital Advisors
Texas
$1.33M +$165K +722 +14%
BOM
2024
Bank of Marin
California
$1.33M -$457 -2 -0%
GC
2025
Gilbert & Cook
Iowa
$1.33M +$69K +302 +6%
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