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Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
2001
Fairview Capital Investment Management
California
$502K +$7.38K +187 +1%
EWA
2002
Encompass Wealth Advisors
Oregon
$501K +$22.2K +564 +5%
AL
2003
Aspiriant LLC
California
$498K -$16.5K -418 -3%
TT
2004
TI-Trust
Illinois
$498K -$3.55K -90 -0.7%
WTFG
2005
Wells Trecaso Financial Group
Ohio
$497K -$3.75K -95 -0.7%
BFA
2006
BMS Financial Advisors
South Dakota
$497K +$160K +4,069 +47%
EFG
2007
Everhart Financial Group
Ohio
$497K +$54.9K +1,392 +12%
AP
2008
Advisors Preferred
Maryland
$496K -$84.8K -2,151 -15%
SP
2009
Successful Portfolios
Florida
$496K +$4.85K +123 +1%
TMWM
2010
Taylor & Morgan Wealth Management
Michigan
$494K -$105K -2,665 -17%
CYG
2011
Clean Yield Group
Vermont
$494K -$53.7K -1,361 -10%
MSWM
2012
McGlone Suttner Wealth Management
Wisconsin
$493K +$27.2K +689 +6%
VAM
2013
Verity Asset Management
North Carolina
$492K +$55.6K +1,409 +13%
KIA
2014
KLR Investment Advisors
Rhode Island
$491K +$163K +4,144 +49%
AWM
2015
AllSquare Wealth Management
New York
$491K +$63.1K +1,600 +15%
PG
2016
Proffitt & Goodson
Tennessee
$490K +$124K +3,145 +33%
SI
2017
Saxon Interests
Texas
$490K +$42.4K +1,074 +9%
NPF
2018
Norris Perne & French
Michigan
$488K – – –
TC
2019
Trust Company
Kansas
$488K -$133K -3,361 -21%
IIM
2020
InTrack Investment Management
Vermont
$486K +$143K +3,615 +42%
FPWM
2021
FSB Premier Wealth Management
Iowa
$486K +$58.6K +1,486 +13%
KFP
2022
KB Financial Partners
New Jersey
$485K +$55.3K +1,402 +13%
SSA
2023
Schonfeld Strategic Advisors
New York
$484K -$20.9M -528,861 -98%
SAM
2024
S.A. Mason
Michigan
$483K -$12.3K -311 -2%
VFPW
2025
Vantage Financial Partners (Wisconsin)
Wisconsin
$482K +$12.7K +321 +3%
79 80
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