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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2001
Drive Wealth Management
Utah
$1.14M -$102K -672 -8%
ITIM
2002
Indiana Trust & Investment Management
Indiana
$1.14M -$41.3K -273 -3%
DAM
2003
Deltec Asset Management
New York
$1.14M +$1.16M +7,637 New
MWA
2004
Meridian Wealth Advisors
Texas
$1.14M +$146K +967 +15%
AFG
2005
ABLE Financial Group
Arizona
$1.13M -$9.38K -62 -0.8%
TSS
2006
Thomas Story & Son
Indiana
$1.13M -$3.96M -26,215 -78%
1IA
2007
1620 Investment Advisors
Massachusetts
$1.13M -$36.4K -241 -3%
GTAM
2008
Global Trust Asset Management
Florida
$1.13M +$107K +708 +10%
APG
2009
Abacus Planning Group
South Carolina
$1.12M -$177K -1,171 -13%
EGA
2010
E&G Advisors
Texas
$1.12M +$111K +737 +11%
KIG
2011
Kowal Investment Group
Wisconsin
$1.12M -$157K -1,038 -12%
AIC
2012
Argus Investors Counsel
New York
$1.12M +$756 +5 +0.1%
AIMA
2013
Ables Iannone Moore & Associates
Georgia
$1.12M +$1.14M +7,516 New
WHC
2014
Wulff, Hansen & Co
California
$1.12M – – –
OAJ
2015
Ogorek Anthony Joseph
New York
$1.12M -$547K -3,619 -33%
SJIM
2016
St. Johns Investment Management
Florida
$1.12M -$52.3K -346 -4%
TIM
2017
Tevis Investment Management
Texas
$1.12M +$449K +2,967 +66%
CWM
2018
Curi Wealth Management
North Carolina
$1.12M -$113K -748 -9%
AC
2019
Apella Capital
Connecticut
$1.12M -$7.26K -48 -0.6%
O
2020
Ossiam
France
$1.12M -$221K -1,462 -16%
WP
2021
Westmount Partners
California
$1.11M -$29.2K -193 -3%
NAS
2022
Nicolet Advisory Services
Wisconsin
$1.11M -$56K -370 -5%
CFP
2023
Catalyst Financial Partners
Massachusetts
$1.11M -$217K -1,438 -16%
EFG
2024
Ethos Financial Group
Pennsylvania
$1.11M +$337K +2,225 +43%
BWCS
2025
Beirne Wealth Consulting Services
Connecticut
$1.1M +$242K +1,599 +28%
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