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Name Holding Trade Value Shares
Change 		Change in
Stake
GAAM
2001
Guinness Atkinson Asset Management
California
$442K – – –
DWM
2002
Defined Wealth Management
Oregon
$442K +$293 +3 +0.1%
TGAM
2003
TBH Global Asset Management
Tennessee
$442K +$586 +6 +0.1%
RPWA
2004
Regent Peak Wealth Advisors
Georgia
$441K +$6.54K +67 +2%
BWM
2005
Birchcreek Wealth Management
Ohio
$441K +$20K +205 +5%
OWA
2006
Octavia Wealth Advisors
Ohio
$441K +$52.1K +534 +15%
NF
2007
Nikulski Financial
Iowa
$439K -$8.3K -85 -2%
CWM
2008
Cabot Wealth Management
Massachusetts
$438K +$684 +7 +0.2%
SAM
2009
Summit Asset Management
Tennessee
$438K +$13.6K +139 +3%
CWP
2010
Concord Wealth Partners
Virginia
$438K +$226K +2,314 +124%
PA
2011
Probity Advisors
Texas
$437K +$408K +4,175 New
DC
2012
DeDora Capital
California
$435K +$39.9K +409 +11%
DDC
2013
DF Dent & Co
Maryland
$434K -$9.67K -99 -2%
DI
2014
DFPG Investments
Utah
$434K +$23.1K +237 +6%
CFN
2015
Cordasco Financial Network
Florida
$433K -$293 -3 -0.1%
CWC
2016
Carolinas Wealth Consulting
North Carolina
$432K -$29.1K -298 -7%
EA
2017
Emerald Advisors
Washington
$431K -$52.2K -535 -12%
PCM
2018
Perritt Capital Management
Illinois
$431K +$26.9K +275 +7%
TWP
2019
Tower Wealth Partners
Pennsylvania
$431K +$31.2K +320 +8%
RPA
2020
Rock Point Advisors
Vermont
$430K -$6.83K -70 -2%
VIM
2021
Vista Investment Management
Pennsylvania
$430K -$879 -9 -0.2%
ACH
2022
ArrowMark Colorado Holdings
Colorado
$430K – – –
PAS
2023
Professional Advisory Services
Florida
$430K +$9.77K +100 +3%
VIA
2024
Vident Investment Advisory
Georgia
$429K -$2M -20,502 -83%
CM
2025
Columbus Macro
Pennsylvania
$429K -$42.2K -432 -10%
79 80
81
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