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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2001
Howard Financial Services
Texas
$8.78M +$1.02M +7,915 +12%
OBGC
2002
O'Brien Greene & Co
Pennsylvania
$8.78M -$3.66M -28,521 -28%
SIA
2003
Soltis Investment Advisors
Utah
$8.75M +$868K +6,759 +10%
OCM
2004
Orion Capital Management
California
$8.74M -$236K -1,837 -3%
LWMM
2005
Legacy Wealth Management (Mississippi)
Mississippi
$8.73M +$46K +358 +0.5%
MPW
2006
MA Private Wealth
California
$8.73M +$7.29M +56,766 +386%
WWA
2007
WC Walker & Associates
California
$8.73M -$207K -1,610 -2%
FCMT
2008
Founders Capital Management (Texas)
Texas
$8.71M -$1.28K -10 -0%
IF
2009
IRON Financial
Illinois
$8.69M -$653K -5,086 -7%
LPIC
2010
LeJeune Puetz Investment Counsel
Michigan
$8.68M +$42.4K +330 +0.5%
SCA
2011
Stokes Capital Advisors
South Carolina
$8.67M +$189K +1,473 +2%
BAM
2012
Bellevue Asset Management
Washington
$8.66M -$64.4K -502 -0.7%
OFG
2013
Oxford Financial Group
Indiana
$8.65M -$299K -2,331 -3%
IDA
2014
Intelligence Driven Advisers
California
$8.64M -$5.81M -45,229 -39%
KMWM
2015
Keudell/Morrison Wealth Management
Oregon
$8.64M -$68.8K -536 -0.8%
DA
2016
DCM Advisors
New York
$8.64M -$1.11M -8,614 -11%
PWA
2017
Physician Wealth Advisors
Utah
$8.64M +$10.1K +79 +0.1%
DC
2018
DeDora Capital
California
$8.64M -$117K -914 -1%
CCM
2019
Copeland Capital Management
Pennsylvania
$8.63M -$207K -1,612 -2%
ACG
2020
Allen Capital Group
Nebraska
$8.62M +$403K +3,139 +5%
RWP
2021
Ridgecrest Wealth Partners
California
$8.61M +$9.05M +70,506 New
VSWA
2022
Vontobel Swiss Wealth Advisors
Switzerland
$8.6M +$265K +2,062 +3%
FNBOMD
2023
First National Bank of Mount Dora
Florida
$8.6M -$1.04M -8,077 -10%
TWM
2024
TriaGen Wealth Management
California
$8.58M +$64.8K +505 +0.7%
OC
2025
Oarsman Capital
Wisconsin
$8.58M -$1M -7,796 -10%
79 80
81
82 83