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Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
2001
Insight 2811 Inc
Illinois
$517K -$10.5K -250 -2%
SDWIA
2002
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$517K -$569K -13,487 -51%
GPA
2003
Garrison Point Advisors
California
$516K +$464 +11 +0.1%
CM
2004
Capula Management
Cayman Islands
$515K +$515K +12,198 +1,768%
TMWM
2005
Taylor & Morgan Wealth Management
Michigan
$515K -$16.3K -386 -3%
CHAM
2006
Clear Harbor Asset Management
Connecticut
$514K +$40.3K +955 +8%
BSTWA
2007
Blake Schutter Theil Wealth Advisors
Ohio
$514K -$60K -1,422 -10%
VIPI
2008
Vista Investment Partners II
Indiana
$512K +$540K +12,805 New
MCM
2009
Maple Capital Management
Vermont
$511K -$82K -1,943 -13%
RPGNY
2010
Retirement Planning Group (New York)
New York
$511K +$539K +12,787 New
SIA
2011
Schechter Investment Advisors
Michigan
$511K -$71.3K -1,690 -12%
AWM
2012
Aprio Wealth Management
Georgia
$510K +$70.4K +1,669 +15%
TT
2013
TI-Trust
Illinois
$510K +$5.53K +131 +1%
MSWM
2014
McGlone Suttner Wealth Management
Wisconsin
$509K -$82.9K -1,964 -13%
CAS
2015
Coppell Advisory Solutions
Texas
$508K -$41.2K -976 -7%
AF
2016
Arrow Financial
New York
$507K -$4.22K -100 -0.8%
WGC
2017
Watts Gwilliam & Co
Arizona
$506K +$87.2K +2,066 +19%
NAMP
2018
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$506K -$27.4K -650 -5%
EWA
2019
Encompass Wealth Advisors
Oregon
$503K +$3.59K +85 +0.7%
APW
2020
Aurora Private Wealth
New Jersey
$503K -$4.51K -107 -0.8%
WDG
2021
Wealth Dimensions Group
Ohio
$502K -$6.67K -158 -1%
PAG
2022
Powers Advisory Group
Illinois
$502K +$5.48K +130 +1%
SFWC
2023
Strategic Family Wealth Counselors
New Jersey
$501K +$5.65K +134 +1%
SFC
2024
Strategic Financial Concepts
Texas
$501K +$528K +12,522 New
AC
2025
Apella Capital
Connecticut
$500K -$55.2K -1,308 -9%
79 80
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