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Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
2001
N.E.W. Advisory Services
Wisconsin
$539K +$43.5K +1,004 +9%
EW
2002
Elyxium Wealth
California
$539K -$199K -4,599 -27%
TT
2003
TI-Trust
Illinois
$538K – – –
RFA
2004
Register Financial Advisors
Georgia
$538K +$57.4K +1,327 +12%
CLA
2005
Carnegie Lake Advisors
New Jersey
$538K – – –
FFB
2006
First Financial Bankshares
Texas
$536K +$204K +4,702 +63%
AGWCA
2007
Annis Gardner Whiting Capital Advisors
Florida
$536K +$55.4K +1,279 +12%
FNBOMD
2008
First National Bank of Mount Dora
Florida
$533K -$249K -5,757 -32%
CCA
2009
Childress Capital Advisors
Texas
$532K +$59K +1,364 +13%
RRA
2010
Round Rock Advisors
Connecticut
$530K +$284K +6,555 +119%
CIM
2011
CIM Investment Management
Pennsylvania
$530K -$5.15K -119 -1%
FFWA
2012
FRG Family Wealth Advisors
Washington
$529K -$107K -2,475 -17%
AIA
2013
AssuredPartners Investment Advisors
Florida
$528K +$4.11K +95 +0.8%
CA
2014
Cresta Advisors
Texas
$528K – – –
LC
2015
LCNB Corp
Ohio
$528K -$29.1K -672 -5%
BBW
2016
Blue Barn Wealth
Utah
$528K +$1.6K +37 +0.3%
QFA
2017
Quantum Financial Advisors
California
$527K – – –
GAM
2018
Grandview Asset Management
Pennsylvania
$526K -$35.5K -820 -6%
MAMG
2019
Milestone Asset Management Group
Connecticut
$526K +$693 +16 +0.1%
NAMP
2020
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$526K – – –
HBT
2021
Heartland Bank & Trust
Illinois
$525K +$151K +3,495 +41%
SSC
2022
Syverson Strege & Co
Iowa
$525K -$75.2K -1,738 -13%
KIA
2023
Kraematon Investment Advisors
Massachusetts
$523K -$17.2K -397 -3%
FA
2024
Faithward Advisors
Pennsylvania
$520K -$13.4K -310 -3%
WAC
2025
William Allan Corp
Colorado
$520K +$13.2K +306 +3%
79 80
81
82 83