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Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
2001
Steel Grove Capital Advisors
Tennessee
$223K +$10.6K +43 +5%
SCG
2002
Sonata Capital Group
Washington
$222K – – –
HDIM
2003
Hanson & Doremus Investment Management
Vermont
$221K -$23.6K -96 -10%
JLBC
2004
J.L. Bainbridge & Co
Florida
$221K -$23.1K -94 -9%
HAS
2005
HBW Advisory Services
California
$220K -$6.4K -26 -3%
COCM
2006
Charter Oak Capital Management
New Hampshire
$220K -$2.95K -12 -1%
SFWC
2007
Strategic Family Wealth Counselors
New Jersey
$219K -$7.63K -31 -3%
AFA
2008
American Financial Advisors
Georgia
$218K +$492 +2 +0.2%
BST
2009
Bath Savings Trust
Maine
$217K -$1.48K -6 -0.7%
RWM
2010
RBA Wealth Management
California
$217K -$246 -1 -0.1%
APW
2011
Austin Private Wealth
Texas
$217K +$219K +891 New
KLI
2012
Kelman-Lazarov Inc
Tennessee
$215K – – –
SIC
2013
Samalin Investment Counsel
New York
$215K +$4.92K +20 +2%
SBWIC
2014
Schaper Benz & Wise Investment Counsel
Wisconsin
$214K – – –
MA
2015
MONECO Advisors
Connecticut
$212K +$214K +868 New
HCM
2016
Hodges Capital Management
Texas
$212K +$214K +871 New
SEP
2017
Southland Equity Partners
Missouri
$211K +$1.23K +5 +0.6%
OWA
2018
Opal Wealth Advisors
New York
$211K +$213K +864 New
6M
2019
6 Meridian
Kansas
$210K -$7.38K -30 -3%
BAAM
2020
Baker Avenue Asset Management
California
$210K -$5.9K -24 -3%
TWMP
2021
Taylor Wealth Management Partners
Massachusetts
$210K +$212K +862 New
CAM
2022
Concorde Asset Management
Michigan
$209K +$492 +2 +0.2%
CFAM
2023
Center For Asset Management
Florida
$209K +$211K +857 New
ST
2024
Sabal Trust
Florida
$208K – – –
CCA
2025
Conservest Capital Advisors
Pennsylvania
$207K – – –