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Name Holding Trade Value Shares
Change 		Change in
Stake
NF
2001
Nvest Financial
New Hampshire
$3.12M -$28.9K -83 -0.9%
WFI
2002
West Family Investments
California
$3.12M +$1.05M +3,025 +52%
CAG
2003
Cypress Advisory Group
Arizona
$3.1M -$66.2K -190 -2%
TCG
2004
Tremblant Capital Group
Florida
$3.1M +$81.2K +233 +3%
NPA
2005
Nichols & Pratt Advisers
Massachusetts
$3.09M +$450K +1,292 +17%
FPCP
2006
Fort Point Capital Partners
California
$3.09M -$133K -382 -4%
MYIA
2007
Mount Yale Investment Advisors
Colorado
$3.09M -$1.13M -3,242 -27%
RLH
2008
RD Lewis Holdings
Florida
$3.08M +$48.1K +138 +2%
SAI
2009
Systematic Alpha Investments
New Jersey
$3.08M – – –
UWS
2010
Unique Wealth Strategies
Illinois
$3.08M -$846K -2,427 -22%
FWM
2011
ForthRight Wealth Management
Georgia
$3.07M – – –
SFO
2012
Stenger Family Office
Illinois
$3.07M +$3.05M +8,750 New
CIA
2013
Compass Ion Advisors
Pennsylvania
$3.07M -$180K -517 -6%
BHA
2014
Beech Hill Advisors
New York
$3.07M -$1.17M -3,353 -28%
AF
2015
AGP Franklin
Tennessee
$3.06M +$54.7K +157 +2%
CAM
2016
Cozad Asset Management
Illinois
$3.06M +$233K +668 +8%
HFS
2017
Haverford Financial Services
Pennsylvania
$3.05M +$3M +8,602 New
CWM
2018
Compass Wealth Management
Connecticut
$3.05M -$83K -238 -3%
RBC
2019
Romano Brothers & Co
Illinois
$3.05M -$32.8K -94 -1%
VCP
2020
Verus Capital Partners
Arizona
$3.04M +$15K +43 +0.5%
SFO
2021
Stokes Family Office
Louisiana
$3.04M +$28.2K +81 +1%
F8IS
2022
Figure 8 Investment Strategies
Idaho
$3.03M -$27.9K -80 -0.9%
BA
2023
Ballast Advisors
Minnesota
$3.03M +$62.7K +180 +2%
PA
2024
PFW Advisors
Georgia
$3.03M -$71.5K -205 -2%
EHWM
2025
Eads & Heald Wealth Management
Georgia
$3.02M -$125K -360 -4%
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