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Name Holding Trade Value Shares
Change 		Change in
Stake
EHWM
2001
Eads & Heald Wealth Management
Georgia
$2.97M -$39.4K -131 -1%
OC
2002
Oakworth Capital
Alabama
$2.97M +$92K +306 +3%
DW30
2003
Drucker Wealth 3.0
New Jersey
$2.96M -$131K -434 -4%
CA
2004
Continuum Advisory
Idaho
$2.96M -$120K -400 -4%
CA
2005
Claro Advisors
Massachusetts
$2.96M +$46.9K +156 +2%
HAC
2006
Harbor Advisory Corp
New Hampshire
$2.95M – – –
CFG
2007
Cooper Financial Group
California
$2.94M +$168K +560 +6%
AW
2008
Alaethes Wealth
Nevada
$2.94M +$41.8K +139 +2%
FMWA
2009
Forvis Mazars Wealth Advisors
Missouri
$2.93M -$98.9K -329 -3%
LCG
2010
Lynx Capital Group
Ohio
$2.93M -$28.9K -96 -1%
RAM
2011
Ramirez Asset Management
New York
$2.92M – – –
CNBT
2012
Canandaigua National Bank & Trust
New York
$2.92M -$56.8K -189 -2%
CP
2013
Canopy Partners
Ohio
$2.92M +$1.1M +3,663 +66%
DC
2014
DeDora Capital
California
$2.91M -$902 -3 -0%
BWG
2015
Boomfish Wealth Group
Georgia
$2.91M +$41.5K +138 +2%
CWP
2016
Concord Wealth Partners
Virginia
$2.91M -$146K -486 -5%
CIA
2017
Compass Ion Advisors
Pennsylvania
$2.91M -$2.71K -9 -0.1%
NIMI
2018
Natixis Investment Managers International
France
$2.9M -$150K -500 -5%
SFPG
2019
Stonebridge Financial Planning Group
Florida
$2.88M -$22.6K -75 -0.8%
PBT
2020
Pictet Bank & Trust
Bahamas
$2.88M +$67.7K +225 +3%
PSB
2021
Passumpsic Savings Bank
Vermont
$2.88M -$10.8K -36 -0.4%
AMCA
2022
Arthur M. Cohen & Associates
Illinois
$2.88M +$22.6K +75 +0.8%
WCM
2023
Weaver Capital Management
Georgia
$2.86M -$75.8K -252 -3%
MFG
2024
MidWestOne Financial Group
Iowa
$2.85M -$61K -203 -2%
WP
2025
Waycross Partners
Kentucky
$2.84M -$13.3M -44,134 -83%
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