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Name Holding Trade Value Shares
Change
Change in
Stake
MSE
2001
MUFG Securities EMEA
United Kingdom
$440K -$2.03M -3,864 -82%
PIMG
2002
Patriot Investment Management Group
Tennessee
$439K -$60.9K -116 -12%
CCM
2003
Chilton Capital Management
Texas
$437K +$2.1K +4 +0.5%
CWP
2004
CFM Wealth Partners
Texas
$437K
CAL
2005
Capital Advisors Ltd
Ohio
$436K -$15.2K -29 -3%
DC
2006
DeDora Capital
California
$434K
FOA
2007
Five Oceans Advisors
California
$432K +$8.92K +17 +2%
WC
2008
Weil Company
California
$432K +$2.62K +5 +0.6%
ACA
2009
Affinity Capital Advisors
California
$431K -$28.3K -54 -6%
HPWM
2010
High Pines Wealth Management
Massachusetts
$431K -$21K -40 -5%
NFA
2011
Northern Financial Advisors
Michigan
$431K +$7.87K +15 +2%
CCA
2012
Column Capital Advisors
Indiana
$429K -$38.8K -74 -8%
OWA
2013
Opal Wealth Advisors
New York
$429K -$20.5K -39 -4%
EA
2014
Emerald Advisers
Pennsylvania
$429K
TPWA
2015
TRUE Private Wealth Advisors
Oregon
$429K +$126K +240 +40%
SRC
2016
Sage Rhino Capital
California
$428K -$98.6K -188 -18%
GSB
2017
Greenfield Savings Bank
Massachusetts
$428K +$18.4K +35 +4%
BAM
2018
Blueshift Asset Management
New Jersey
$425K -$367K -699 -46%
TC
2019
Truvestments Capital
Florida
$425K +$8.39K +16 +2%
LA
2020
LVW Advisors
New York
$425K +$93.4K +178 +27%
MIM
2021
Moseley Investment Management
Florida
$424K -$22K -42 -5%
KOC
2022
Koss-Olinger Consulting
Florida
$422K
WA
2023
Wealthstar Advisors
Texas
$421K +$433K +826 New
WC
2024
Woodstock Corp
Massachusetts
$421K -$5.25K -10 -1%
ACL
2025
Applied Capital LLC
Florida
$419K -$1.05K -2 -0.2%