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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2001
Manchester Capital Management
Vermont
$183K +$41.8K +1,170 +32%
BWA
2002
Burt Wealth Advisors
Maryland
$183K +$66.1K +1,850 +63%
MCA
2003
Mercer Capital Advisers
New Jersey
$181K – – –
OWA
2004
One Wealth Advisors
California
$179K +$167K +4,677 New
RAM
2005
Riggs Asset Management
Pennsylvania
$176K +$7.43K +208 +5%
TAM
2006
Trust Asset Management
Texas
$173K – – –
MUS
2007
Mitsubishi UFJ Securities
Japan
$173K +$162K +4,530 New
VCM
2008
Virtue Capital Management
Tennessee
$172K +$160K +4,484 New
ARMC
2009
American Research & Management Company
Massachusetts
$169K +$10.7K +300 +7%
DSN
2010
D. Scott Neal
Kentucky
$167K – – –
JGIA
2011
Jackson Grant Investment Advisers
Connecticut
$166K +$1.29K +36 +0.8%
TG
2012
TLP Group
Illinois
$161K +$150K +4,197 New
LFA
2013
Legacy Financial Advisors
Kentucky
$159K +$148K +4,153 New
WWMSC
2014
Wagner Wealth Management (South Carolina)
South Carolina
$157K +$140K +3,912 New
GFP
2015
Gryphon Financial Partners
Ohio
$155K +$144K +4,044 New
SQA
2016
Simon Quick Advisors
New Jersey
$148K -$324K -9,060 -72%
LC
2017
Landaas & Company
Wisconsin
$148K – – –
SHJ
2018
Sharkey, Howes & Javer
Colorado
$142K +$71 +2 +0.1%
DPA
2019
Delphi Private Advisors
California
$136K +$95.8K +2,681 +308%
CFG
2020
CKW Financial Group
Hawaii
$134K – – –
TIM
2021
Tortoise Investment Management
New York
$132K +$7.14K +200 +6%
AIS
2022
AlphaOne Investment Services
Pennsylvania
$127K -$312K -8,737 -72%
TFO
2023
Tarbox Family Office
California
$127K +$48.1K +1,346 +68%
GBBWRPM
2024
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$124K +$27K +757 +34%
WAM
2025
Watermark Asset Management
California
$122K +$71 +2 +0.1%
79 80
81
82 83