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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
2001
Private Wealth Asset Management
Iowa
$521K -$121K -2,971 -19%
VW
2002
Vantus Wealth
Pennsylvania
$519K +$516K +12,731 New
NI
2003
Natural Investments
California
$518K +$51.9K +1,279 +11%
BF
2004
Brucke Financial
Indiana
$518K -$446 -11 -0.1%
SAM
2005
Summit Asset Management
Tennessee
$516K -$84.4K -2,080 -14%
BWFA
2006
Baltimore-Washington Financial Advisors
Maryland
$516K +$72.8K +1,795 +17%
APM
2007
Advanced Portfolio Management
New York
$515K +$513K +12,649 New
MCWA
2008
Meadow Creek Wealth Advisors
Georgia
$515K -$30.7K -758 -6%
IIL
2009
Income Insurance Ltd
$514K +$512K +12,630 New
OWP
2010
Obermeyer Wealth Partners
Colorado
$514K -$74.4K -1,834 -13%
CFFP
2011
Center for Financial Planning
Michigan
$514K +$63.6K +1,567 +14%
CA
2012
Cullinan Associates
Kentucky
$513K -$32.4K -800 -6%
AAB
2013
ABN AMRO Bank
Netherlands
$513K -$316K -7,795 -38%
OFS
2014
OneAscent Financial Services
Alabama
$511K -$301K -7,410 -37%
TFA
2015
Teamwork Financial Advisors
Texas
$511K -$195K -4,798 -28%
NF
2016
Nikulski Financial
Iowa
$510K +$508K +12,512 New
ESBC
2017
E.S. Barr & Co
Kentucky
$510K +$507K +12,511 New
AMBIA
2018
Allen Mooney & Barnes Investment Advisors
Georgia
$509K -$43.2K -1,065 -8%
BM
2019
Berman McAleer
Maryland
$509K +$2.56K +63 +0.5%
TWP
2020
Triad Wealth Partners
Kansas
$509K -$139K -3,428 -22%
VHAM
2021
Van Hulzen Asset Management
California
$509K -$23.6K -583 -4%
KFAS
2022
Keating Financial Advisory Services
Kansas
$509K +$506K +12,486 New
CCM
2023
Charter Capital Management
Wisconsin
$508K +$162 +4 +0%
LBC
2024
Leigh Baldwin & Co
New York
$508K -$55K -1,356 -10%
SMWM
2025
Silvia McColl Wealth Management
California
$507K -$3.77K -93 -0.7%
79 80
81
82 83