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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2001
Faithward Advisors
Pennsylvania
$563K -$50.6K -1,215 -9%
KHCM
2002
Kirtland Hills Capital Management
Ohio
$562K +$74.2K +1,783 +16%
IHL
2003
Investment House LLC
California
$561K -$4.91K -118 -0.9%
MQWP
2004
Morey & Quinn Wealth Partners
Nebraska
$561K +$1.12K +27 +0.2%
AAM
2005
Augustine Asset Management
Florida
$560K -$375 -9 -0.1%
FWA
2006
FSM Wealth Advisors
Ohio
$560K +$92.4K +2,220 +22%
WA1
2007
Wimmer Associates 1
California
$558K -$165K -3,972 -23%
MEG
2008
Millstone Evans Group
Colorado
$557K -$8.33K -200 -2%
TT
2009
TI-Trust
Illinois
$555K -$21.3K -511 -4%
CIM
2010
CIM Investment Management
Pennsylvania
$555K -$250 -6 -0%
BFG
2011
Bouchey Financial Group
New York
$553K -$40.3K -967 -7%
CPA
2012
Court Place Advisors
Maryland
$552K +$16.8K +404 +3%
CFO
2013
CVA Family Office
Colorado
$552K -$6.2K -149 -1%
VC
2014
Vicus Capital
Pennsylvania
$551K +$506K +12,157 New
DIP
2015
Davis Investment Partners
North Carolina
$551K +$518K +12,437 New
BW
2016
Blalock Williams
Alabama
$551K +$23K +553 +5%
IPWA
2017
International Private Wealth Advisors
California
$551K +$41.6K +999 +9%
CST
2018
Charles Schwab Trust
Nevada
$550K -$313K -7,510 -38%
VCM
2019
Versant Capital Management
Arizona
$549K +$170K +4,073 +51%
CIC
2020
Chase Investment Counsel
Virginia
$549K – – –
TWP
2021
Triad Wealth Partners
Kansas
$548K -$14.4K -345 -3%
SCM
2022
Stonehearth Capital Management
Massachusetts
$547K -$6.83K -164 -1%
SKK
2023
Shepherd Kaplan Krochuk
Massachusetts
$546K +$501K +12,045 New
LCM
2024
LVM Capital Management
Michigan
$545K -$9.37K -225 -2%
CA
2025
Cresta Advisors
Texas
$545K – – –
79 80
81
82 83