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Name Holding Trade Value Shares
Change
Change in
Stake
MA
2001
MCF Advisors
Kentucky
$650K +$144K +1,133 +28%
MCC
2002
Malaga Cove Capital
California
$650K +$66.2K +520 +11%
VST
2003
Van Strum & Towne
California
$649K
TPWA
2004
TRUE Private Wealth Advisors
Oregon
$648K +$1.53K +12 +0.2%
CIA
2005
Compass Ion Advisors
Pennsylvania
$648K -$33.6K -264 -5%
DE
2006
Diversified Enterprises
Delaware
$644K +$105K +825 +19%
RCA
2007
Ranch Capital Advisors
Florida
$643K +$255 +2 +0%
CCFM
2008
Clear Creek Financial Management
Washington
$643K -$17.3K -136 -3%
TA
2009
Tectonic Advisors
Texas
$642K +$127 +1 +0%
ACM
2010
Aljian Capital Management
Nevada
$642K +$29.3K +230 +5%
OL
2011
OneFund LLC
Florida
$641K +$33.8K +265 +5%
WF
2012
WoodTrust Financial
Wisconsin
$641K -$108K -850 -14%
JIC
2013
Joel Isaacson & Co
New York
$639K -$5.86K -46 -0.9%
BCM
2014
Brooktree Capital Management
Michigan
$639K
CAM
2015
Covenant Asset Management
New Jersey
$639K -$5.1K -40 -0.8%
CSB
2016
City State Bank
Iowa
$638K +$1.02K +8 +0.2%
AIC
2017
Archer Investment Corporation
Indiana
$638K +$286K +2,247 +79%
VCAM
2018
Van Cleef Asset Management
Ohio
$638K
ACI
2019
Alpha Cubed Investments
California
$638K -$22K -173 -3%
PWM
2020
Puff Wealth Management
New Jersey
$638K +$1.53K +12 +0.2%
NDSI
2021
Newman Dignan & Sheerar Inc
Rhode Island
$637K -$1.27K -10 -0.2%
CA
2022
Capital Advantage
California
$636K -$5.35K -42 -0.8%
BSB
2023
Bangor Savings Bank
Maine
$635K -$25K -196 -4%
LWM
2024
Liberty Wealth Management
California
$631K +$59.5K +467 +10%
1WM
2025
1900 Wealth Management
Texas
$631K +$120K +945 +23%