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Name Holding Trade Value Shares
Change
Change in
Stake
FCT
2001
First Community Trust
Iowa
$266K
FOA
2002
Five Oceans Advisors
California
$266K +$13.5K +55 +5%
ACM
2003
AUA Capital Management
Pennsylvania
$265K
SAM
2004
Smithbridge Asset Management
Pennsylvania
$265K
VCM
2005
Versant Capital Management
Arizona
$265K
MPM
2006
MBB Public Markets
Illinois
$264K +$266K +1,084 New
OFS
2007
OneAscent Financial Services
Alabama
$264K +$266K +1,085 New
TFS
2008
TrustCore Financial Services
Tennessee
$263K
RE
2009
RBC Europe
United Kingdom
$262K
AA
2010
AlphaMark Advisors
Kentucky
$262K +$490 +2 +0.2%
GWM
2011
Gray Wealth Management
Maine
$262K +$490 +2 +0.2%
SAA
2012
Southeast Asset Advisors
Georgia
$261K
AC
2013
ASB Consultores
Florida
$260K -$46.3K -189 -15%
SDAM
2014
Shulman DeMeo Asset Management
New York
$260K +$1.47K +6 +0.6%
LA
2015
Lakeside Advisors
Washington
$260K +$28.4K +116 +12%
LCM
2016
LCM Capital Management
Illinois
$259K
AS
2017
Altshuler Shaham
Israel
$258K +$169K +691 +187%
PWM
2018
PRW Wealth Management
Massachusetts
$257K
IAP
2019
Indie Asset Partners
Indiana
$255K -$18.4K -75 -7%
FMP
2020
Financial Management Professionals
Texas
$255K -$2.7K -11 -1%
KWM
2021
Kolinsky Wealth Management
New Jersey
$255K +$17.4K +71 +7%
9WM
2022
9258 Wealth Management
Ohio
$255K +$30.4K +124 +13%
TNA
2023
True North Advisors
Texas
$255K +$33.3K +136 +15%
PO
2024
Private Ocean
California
$254K -$245 -1 -0.1%
SFWC
2025
Strategic Family Wealth Counselors
New Jersey
$254K +$8.58K +35 +3%