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Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
2001
Fort Point Capital Partners
California
$431K -$192K -3,961 -33%
LWA
2002
Lenox Wealth Advisors
New York
$431K – – –
HFA
2003
Huber Financial Advisors
Illinois
$429K +$18.3K +377 +5%
VF
2004
Virtu Financial
New York
$427K -$1.55M -31,894 -80%
PWAG
2005
Polaris Wealth Advisory Group
California
$427K -$49.1K -1,010 -12%
NQWM
2006
Northwest Quadrant Wealth Management
Oregon
$427K – – –
AIA
2007
Arbor Investment Advisors
North Carolina
$427K +$384K +7,905 New
ATPW
2008
Ashton Thomas Private Wealth
Arizona
$427K +$384K +7,907 New
NPT
2009
Nixon Peabody Trust
Massachusetts
$424K -$420K -8,650 -52%
CHAM
2010
Clear Harbor Asset Management
Connecticut
$423K -$9.72K -200 -2%
FAM
2011
Flaharty Asset Management
Florida
$423K +$89.9K +1,850 +31%
UC
2012
Unio Capital
New Jersey
$422K -$5.3K -109 -1%
MA
2013
MONECO Advisors
Connecticut
$422K +$151K +3,115 +66%
MCM
2014
Mengis Capital Management
Oregon
$421K – – –
PA
2015
Parkside Advisors
California
$419K +$1.75K +36 +0.5%
LB
2016
Legacy Bridge
Iowa
$418K +$15.8K +325 +4%
NCM
2017
Noesis Capital Mangement
Florida
$415K +$44.2K +909 +13%
TFF
2018
The Family Firm
Maryland
$414K -$24.9K -512 -6%
CCA
2019
Clearwater Capital Advisors
Illinois
$414K -$15.9K -327 -4%
CWM
2020
Connecticut Wealth Management
Connecticut
$414K +$10.3K +212 +3%
HF
2021
HRT Financial
New York
$413K – – –
FNBOMD
2022
First National Bank of Mount Dora
Florida
$413K +$48.6K +1,000 +15%
SVCP
2023
Silicon Valley Capital Partners
California
$412K +$371K +7,631 New
LCC
2024
Lincoln Capital Corp
Rhode Island
$411K – – –
SIA
2025
Strategic Investment Advisors
Michigan
$410K +$25.7K +529 +7%
79 80
81
82 83