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Name Holding Trade Value Shares
Change 		Change in
Stake
JPMIA
2001
J.P. Marvel Investment Advisors
Massachusetts
$556K -$22.4K -391 -4%
HTHT
2002
Hemenway Trust Hemenway Trust
New Hampshire
$556K -$11.3K -197 -2%
PWM
2003
Paulson Wealth Management
Illinois
$556K +$66.6K +1,164 +14%
CFS
2004
CRA Financial Services
New Jersey
$556K +$120K +2,091 +25%
MWM
2005
Minot Wealth Management
Massachusetts
$556K +$343K +5,991 +137%
PFM
2006
Parsec Financial Management
North Carolina
$555K -$22.4K -391 -4%
FAT
2007
First American Trust
California
$553K -$525K -9,176 -47%
EIA
2008
Eldridge Investment Advisors
New Hampshire
$552K +$343 +6 +0.1%
ATWA
2009
Arbor Trust Wealth Advisors
Michigan
$551K -$2.63K -46 -0.4%
FC
2010
Financial Consulate
Maryland
$551K +$11.8K +207 +2%
WA
2011
Wealth Architects
California
$551K +$14.2K +248 +2%
SIS
2012
Sound Income Strategies
Florida
$551K +$270K +4,724 +85%
EW
2013
Evoke Wealth
California
$550K -$283K -4,950 -33%
OWA
2014
Outlook Wealth Advisors
Texas
$550K -$201K -3,507 -26%
AWM
2015
Argent Wealth Management
Massachusetts
$550K -$114K -1,999 -17%
PWAG
2016
Polaris Wealth Advisory Group
California
$550K +$115K +2,012 +24%
RPC
2017
Rossmore Private Capital
Connecticut
$550K +$161K +2,817 +38%
TC
2018
Truvestments Capital
Florida
$549K -$744K -13,003 -56%
SG
2019
Swarthmore Group
Pennsylvania
$548K -$6.61M -115,550 -92%
DCM
2020
Dimension Capital Management
Florida
$548K +$32.6K +569 +6%
TI
2021
Tidal Investments
Wisconsin
$548K +$78.1K +1,365 +15%
ACP
2022
Aveo Capital Partners
Colorado
$547K -$33.8K -590 -5%
MLFP
2023
MPS Loria Financial Planners
Illinois
$547K -$12.2K -213 -2%
CCFM
2024
Clear Creek Financial Management
Washington
$546K +$264K +4,613 +96%
GBBWRPM
2025
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$545K +$4.75K +83 +0.8%
79 80
81
82 83