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Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
2001
Sage Rhino Capital
California
$4.53M -$494K -6,716 -9%
HZ
2002
Hixon Zuercher
Ohio
$4.53M -$1.99M -27,028 -28%
HL
2003
HeadInvest LLC
Maine
$4.53M -$92.7K -1,260 -2%
BL
2004
BCWM LLC
Kansas
$4.52M -$1.01M -13,792 -16%
PA
2005
Planning Alternatives
Michigan
$4.5M +$1.18M +16,080 +29%
ABP
2006
Arthur B. Page
$4.5M -$716K -9,740 -12%
VC
2007
Veracity Capital
Georgia
$4.5M -$108K -1,472 -2%
MIM
2008
Montgomery Investment Management
Maryland
$4.49M -$11.8K -160 -0.2%
OAM
2009
Optimal Asset Management
California
$4.49M +$2.07M +28,088 +66%
GCA
2010
Genesee Capital Advisors
New York
$4.48M -$455K -6,184 -8%
CC
2011
Cornerstone Capital
California
$4.48M +$118K +1,604 +2%
ATPW
2012
Ashton Thomas Private Wealth
Arizona
$4.47M +$578K +7,856 +13%
MIC
2013
MU Investments Company
Japan
$4.46M +$206K +2,800 +4%
WPC
2014
White Pine Capital
Minnesota
$4.46M -$101K -1,376 -2%
SCA
2015
Stokes Capital Advisors
South Carolina
$4.45M -$1.06M -14,424 -17%
BHBT
2016
Burke & Herbert Bank & Trust
Virginia
$4.45M -$76.2K -1,036 -1%
IWS
2017
Insight Wealth Strategies
California
$4.44M -$6.71M -91,256 -57%
ACM
2018
Alpha Capital Management
Texas
$4.42M -$1.14M -15,500 -18%
CFA
2019
Cahill Financial Advisors
Minnesota
$4.42M -$34.1K -464 -0.7%
RCS
2020
Retirement Capital Strategies
California
$4.41M +$2.49M +33,820 +95%
BBL
2021
Beck Bode LLC
Massachusetts
$4.41M -$1.36M -18,444 -24%
RP
2022
Riverbridge Partners
Minnesota
$4.41M – – –
CWA
2023
Clarus Wealth Advisors
Arizona
$4.4M -$151K -2,056 -3%
BCM
2024
Bienville Capital Management
New York
$4.4M +$1.17M +15,956 +30%
ACG
2025
Allen Capital Group
Nebraska
$4.37M -$1.57M -21,380 -24%
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