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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2001
S.A. Mason
Michigan
$565K +$18.8K +400 +4%
BEI
2002
Benjamin Edwards Inc
Missouri
$562K +$7.23K +154 +1%
DI
2003
DAGCO Inc
Ohio
$561K -$61K -1,300 -11%
MPW
2004
MA Private Wealth
California
$560K -$10.2K -217 -2%
CWP
2005
Capital Wealth Planning
Florida
$560K +$27.1K +578 +6%
AMM
2006
American Money Management
California
$559K -$8.92K -190 -2%
DAM
2007
Delta Asset Management
Tennessee
$559K -$8.59K -183 -2%
NQWM
2008
Northwest Quadrant Wealth Management
Oregon
$558K +$93.3K +1,987 +23%
WFM
2009
Wolff Financial Management
Michigan
$557K – – –
FWSM
2010
First Wilshire Securities Management
California
$556K -$38.5K -821 -7%
PI
2011
Pettee Investors
Connecticut
$555K – – –
PIA
2012
Powell Investment Advisors
Florida
$554K – – –
SWMG
2013
Strategic Wealth Management Group
Maryland
$551K -$7.89K -168 -2%
CWM
2014
Centric Wealth Management
Illinois
$551K -$6.15K -131 -1%
PA
2015
Parkside Advisors
California
$551K – – –
MPW
2016
Monterey Private Wealth
California
$550K -$1.97K -42 -0.4%
MA
2017
MJP Associates
Connecticut
$548K +$70.6K +1,504 +17%
LJHT
2018
Laurie J. Hall Trustee
$547K -$26.3K -560 -5%
IA
2019
IFG Advisors
Missouri
$545K +$3.33K +71 +0.7%
MFW
2020
Mosaic Family Wealth
Missouri
$544K -$45.1K -961 -8%
FG
2021
Foster Group
Iowa
$544K +$44.2K +942 +10%
TWI
2022
Thomas White International
Illinois
$543K – – –
NFG
2023
Nations Financial Group
Iowa
$542K -$42.1K -896 -8%
TCM
2024
Tandem Capital Management
New Jersey
$540K – – –
ACM
2025
AlphaCrest Capital Management
New York
$539K -$293K -6,252 -37%
79 80
81
82 83