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Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
2001
L.M. Kohn & Company
Ohio
$574K +$24.6K +514 +4%
HCM
2002
Howland Capital Management
Massachusetts
$574K +$99.8K +2,084 +18%
KLCM
2003
KG&L Capital Management
Louisiana
$572K +$125K +2,610 +24%
MMA
2004
Miracle Mile Advisors
California
$571K -$46K -960 -7%
ML
2005
McAdam LLC
Pennsylvania
$570K -$34K -710 -5%
IBOK
2006
Independence Bank of Kentucky
Kentucky
$570K – – –
BFA
2007
Bill Few Associates
Pennsylvania
$569K +$2.11K +44 +0.3%
NAS
2008
Nicolet Advisory Services
Wisconsin
$569K +$20.1K +419 +3%
BW
2009
Bison Wealth
Georgia
$569K +$45.9K +958 +8%
AFS
2010
Annapolis Financial Services
Maryland
$568K – – –
AWM
2011
Accel Wealth Management
Iowa
$566K +$144 +3 +0%
PTC
2012
Philadelphia Trust Company
Pennsylvania
$566K +$2.15K +45 +0.3%
GC
2013
Gratus Capital
Georgia
$564K +$216K +4,502 +52%
DCM
2014
Dupont Capital Management
Delaware
$563K -$116K -2,428 -16%
APC
2015
Aspire Private Capital
North Carolina
$563K -$21.5K -449 -3%
GDP
2016
Great Diamond Partners
Maine
$563K -$9.62K -201 -1%
CG
2017
Cutler Group
California
$563K +$200K +4,178 +46%
KFS
2018
Kurt F. Somerville
$558K -$14.1K -295 -2%
AMM
2019
American Money Management
California
$557K +$4.07K +85 +0.7%
KFA
2020
Krane Funds Advisors
New York
$556K -$243K -5,086 -28%
CWA
2021
Clarity Wealth Advisors
California
$556K +$4.79K +100 +0.8%
DTC
2022
Davidson Trust Company
Washington
$556K +$12.9K +270 +2%
FA
2023
Fountainhead AM
New Jersey
$555K +$134K +2,801 +27%
PP
2024
Patron Partners
Texas
$551K +$527 +11 +0.1%
LB
2025
Leo Brokerage
Texas
$550K -$264K -5,521 -30%
79 80
81
82 83