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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2001
Traynor Capital Management
Pennsylvania
$443K +$71.9K +736 +21%
GAAM
2002
Guinness Atkinson Asset Management
California
$442K – – –
DWM
2003
Defined Wealth Management
Oregon
$442K +$293 +3 +0.1%
TGAM
2004
TBH Global Asset Management
Tennessee
$442K +$586 +6 +0.1%
RPWA
2005
Regent Peak Wealth Advisors
Georgia
$441K +$6.54K +67 +2%
BWM
2006
Birchcreek Wealth Management
Ohio
$441K +$20K +205 +5%
OWA
2007
Octavia Wealth Advisors
Ohio
$441K +$52.1K +534 +15%
NF
2008
Nikulski Financial
Iowa
$439K -$8.3K -85 -2%
CWM
2009
Cabot Wealth Management
Massachusetts
$438K +$684 +7 +0.2%
SAM
2010
Summit Asset Management
Tennessee
$438K +$13.6K +139 +3%
CWP
2011
Concord Wealth Partners
Virginia
$438K +$226K +2,314 +124%
PA
2012
Probity Advisors
Texas
$437K +$408K +4,175 New
DC
2013
DeDora Capital
California
$435K +$39.9K +409 +11%
DDC
2014
DF Dent & Co
Maryland
$434K -$9.67K -99 -2%
DI
2015
DFPG Investments
Utah
$434K +$23.1K +237 +6%
CFN
2016
Cordasco Financial Network
Florida
$433K -$293 -3 -0.1%
CWC
2017
Carolinas Wealth Consulting
North Carolina
$432K -$29.1K -298 -7%
EA
2018
Emerald Advisors
Washington
$431K -$52.2K -535 -12%
PCM
2019
Perritt Capital Management
Illinois
$431K +$26.9K +275 +7%
TWP
2020
Tower Wealth Partners
Pennsylvania
$431K +$31.2K +320 +8%
RPA
2021
Rock Point Advisors
Vermont
$430K -$6.83K -70 -2%
VIM
2022
Vista Investment Management
Pennsylvania
$430K -$879 -9 -0.2%
ACH
2023
ArrowMark Colorado Holdings
Colorado
$430K – – –
PAS
2024
Professional Advisory Services
Florida
$430K +$9.77K +100 +3%
VIA
2025
Vident Investment Advisory
Georgia
$429K -$2M -20,502 -83%
79 80
81
82 83