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Name Holding Trade Value Shares
Change 		Change in
Stake
NMCM
2001
Nicholson Meyer Capital Management
Missouri
$283K – – –
BCG
2002
Breakwater Capital Group
New Jersey
$283K +$1.11K +10 +0.5%
SAM
2003
Seelaus Asset Management
New Jersey
$282K +$237K +2,139 New
SSC
2004
Syverson Strege & Co
Iowa
$282K -$8.08K -73 -3%
SFGP
2005
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$282K +$237K +2,139 New
AFGAS
2006
Allegiance Financial Group Advisory Services
Virginia
$282K -$74.6K -674 -24%
CA
2007
Continuum Advisory
Idaho
$282K +$237K +2,136 New
GG
2008
GenWealth Group
New Jersey
$282K – – –
GHA
2009
Granite Harbor Advisors
Texas
$282K +$236K +2,134 New
PCM
2010
Palisade Capital Management
New Jersey
$281K +$236K +2,132 New
BTWM
2011
Baker Tilly Wealth Management
Wisconsin
$281K -$14.2K -128 -6%
HFP
2012
Holistic Financial Partners
Indiana
$281K +$235K +2,126 New
TAM
2013
TCP Asset Management
Ohio
$280K -$36.1K -326 -13%
BA
2014
Bellwether Advisors
Nebraska
$279K -$16.6K -150 -7%
SOAM
2015
SBI Okasan Asset Management
Japan
$279K +$111K +1,000 +91%
ALAM
2016
Asahi Life Asset Management
Japan
$279K -$467K -4,217 -67%
FAM
2017
Formidable Asset Management
Ohio
$278K -$44.7K -404 -12%
BCM
2018
Becker Capital Management
Oregon
$278K -$8.42K -76 -3%
TFS
2019
Thoroughbred Financial Services
Tennessee
$278K +$234K +2,109 New
IPW
2020
Inlet Private Wealth
Florida
$278K +$233K +2,106 New
MO
2021
McMillan Office
Michigan
$277K – – –
FA
2022
FF Advisors
California
$277K – – –
PWP
2023
Phillips Wealth Planners
Mississippi
$276K +$7.86K +71 +3%
BFG
2024
Beto Financial Group
Idaho
$276K -$12.5K -113 -4%
MEAC
2025
M.E. Allison & Co
Texas
$275K +$231K +2,087 New
79 80
81
82 83