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Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
2001
Future Financial Wealth Management
Ohio
$781K +$448K +8,453 +123%
CA
2002
Cambridge Advisors
Nebraska
$778K +$901 +17 +0.1%
RB
2003
Renasant Bank
Mississippi
$778K +$149K +2,809 +23%
SSG
2004
Summit Securities Group
New York
$776K +$129K +2,430 +19%
BFA
2005
Beaumont Financial Advisors
Massachusetts
$776K +$161K +3,047 +25%
WAL
2006
W Advisors LLC
Tennessee
$775K +$144K +2,721 +22%
DTC
2007
Davidson Trust Company
Washington
$773K -$29.9K -564 -4%
CG
2008
Corundum Group
Colorado
$773K +$326K +6,150 +68%
RWA
2009
Redmont Wealth Advisors
Illinois
$772K +$5.08K +96 +0.6%
GTCM
2010
Gyon Technologies Capital Management
New Jersey
$772K +$803K +15,152 New
SN
2011
Sittner & Nelson
Oregon
$770K +$46.5K +878 +6%
GFP
2012
Gryphon Financial Partners
Ohio
$764K +$28.7K +541 +4%
MAM
2013
Mystic Asset Management
Rhode Island
$764K +$35.2K +665 +5%
AIA
2014
Alera Investment Advisors
Illinois
$764K +$794K +14,992 New
SIC
2015
Samalin Investment Counsel
New York
$763K +$61.6K +1,163 +8%
OC
2016
Oakworth Capital
Alabama
$761K -$102K -1,934 -11%
HT
2017
Heritage Trust
Oklahoma
$761K +$10.5K +198 +1%
BWM
2018
Baystate Wealth Management
Massachusetts
$757K -$106K -2,001 -12%
SAM
2019
S.A. Mason
Michigan
$757K +$4.08K +77 +0.5%
CFA
2020
Cahill Financial Advisors
Minnesota
$757K +$50.2K +947 +7%
PH
2021
Pinnacle Holdings
Oklahoma
$757K +$66.1K +1,248 +9%
SWA
2022
Sax Wealth Advisors
New Jersey
$756K -$6.46K -122 -0.8%
1IA
2023
1620 Investment Advisors
Massachusetts
$755K – – –
CAM
2024
CenterStar Asset Management
Illinois
$754K – – –
MA
2025
Mezzasalma Advisors
New Jersey
$753K +$217K +4,100 +38%
79 80
81
82 83