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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2001
Burt Wealth Advisors
Maryland
$183K +$66.1K +1,850 +63%
MCA
2002
Mercer Capital Advisers
New Jersey
$181K – – –
OWA
2003
One Wealth Advisors
California
$179K +$167K +4,677 New
RAM
2004
Riggs Asset Management
Pennsylvania
$176K +$7.43K +208 +5%
TAM
2005
Trust Asset Management
Texas
$173K – – –
MUS
2006
Mitsubishi UFJ Securities
Japan
$173K +$162K +4,530 New
VCM
2007
Virtue Capital Management
Tennessee
$172K +$160K +4,484 New
ARMC
2008
American Research & Management Company
Massachusetts
$169K +$10.7K +300 +7%
DSN
2009
D. Scott Neal
Kentucky
$167K – – –
JGIA
2010
Jackson Grant Investment Advisers
Connecticut
$166K +$1.29K +36 +0.8%
TG
2011
TLP Group
Illinois
$161K +$150K +4,197 New
LFA
2012
Legacy Financial Advisors
Kentucky
$159K +$148K +4,153 New
WWMSC
2013
Wagner Wealth Management (South Carolina)
South Carolina
$157K +$140K +3,912 New
GFP
2014
Gryphon Financial Partners
Ohio
$155K +$144K +4,044 New
SQA
2015
Simon Quick Advisors
New Jersey
$148K -$324K -9,060 -72%
LC
2016
Landaas & Company
Wisconsin
$148K – – –
SHJ
2017
Sharkey, Howes & Javer
Colorado
$142K +$71 +2 +0.1%
DPA
2018
Delphi Private Advisors
California
$136K +$95.8K +2,681 +308%
CFG
2019
CKW Financial Group
Hawaii
$134K – – –
TIM
2020
Tortoise Investment Management
New York
$132K +$7.14K +200 +6%
AIS
2021
AlphaOne Investment Services
Pennsylvania
$127K -$312K -8,737 -72%
TFO
2022
Tarbox Family Office
California
$127K +$48.1K +1,346 +68%
GBBWRPM
2023
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$124K +$27K +757 +34%
WAM
2024
Watermark Asset Management
California
$122K +$71 +2 +0.1%
LWM
2025
Lenox Wealth Management
Ohio
$118K -$35.2K -985 -24%
79 80
81
82 83