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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
2001
Knuff & Co
California
$512K +$250K +5,617 +71%
AF
2002
Apexium Financial
Texas
$512K +$600K +13,478 New
TWM
2003
Tradition Wealth Management
Minnesota
$511K -$33.2K -745 -5%
HWM
2004
Horizon Wealth Management
Illinois
$510K -$115K -2,584 -16%
MF
2005
Montis Financial
Massachusetts
$509K -$115K -2,577 -16%
PP
2006
PDS Planning
Ohio
$508K -$18.3K -411 -3%
I2I
2007
Insight 2811 Inc
Illinois
$508K +$21.6K +485 +4%
SWM
2008
Selective Wealth Management
Virginia
$506K -$311K -6,992 -34%
BWM
2009
Baystate Wealth Management
Massachusetts
$506K -$120K -2,704 -17%
IIM
2010
InTrack Investment Management
Vermont
$506K +$140K +3,134 +31%
HCM
2011
Hutner Capital Management
Vermont
$505K -$390K -8,749 -40%
SP
2012
Successful Portfolios
Florida
$505K -$10.5K -235 -2%
MCM
2013
McKinley Capital Management
Alaska
$503K -$401 -9 -0.1%
PGIM
2014
Pacific Global Investment Management
California
$503K +$15.7K +352 +3%
HL
2015
HeadInvest LLC
Maine
$500K -$141K -3,172 -19%
WCM
2016
WealthBridge Capital Management
Ohio
$500K – – –
DDC
2017
DF Dent & Co
Maryland
$499K +$149K +3,353 +34%
WA
2018
Wealth Architects
California
$498K -$64K -1,437 -10%
GAG
2019
GM Advisory Group
New York
$498K -$17.8K -400 -3%
FA
2020
Faithward Advisors
Pennsylvania
$497K -$133K -2,994 -19%
HPWM
2021
Highland Private Wealth Management
Washington
$497K -$60.5K -1,358 -9%
WWM
2022
Windsor Wealth Management
Indiana
$494K -$71K -1,594 -11%
AT
2023
Arvest Trust
Oklahoma
$494K +$366K +8,216 +172%
AIM
2024
Alhambra Investment Management
Florida
$493K +$11.6K +261 +2%
OC
2025
Oakworth Capital
Alabama
$492K +$7.97K +179 +1%
79 80
81
82 83