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Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
2001
Insight Wealth Strategies
California
$980K +$3.21K +23 +0.3%
RIG
2002
Roosevelt Investment Group
New York
$976K +$28.3K +203 +3%
MCM
2003
MV Capital Management
Maryland
$976K +$82.5K +591 +10%
SWRP
2004
Summit Wealth & Retirement Planning
California
$974K -$75.4K -540 -7%
CC
2005
Cypress Capital
Tennessee
$973K +$38.4K +275 +4%
CAC
2006
Certified Advisory Corp
Florida
$973K +$75.1K +538 +9%
CPO
2007
Cerity Partners OCIO
New York
$968K -$6.42K -46 -0.7%
AMCA
2008
Arthur M. Cohen & Associates
Illinois
$965K +$35.6K +255 +4%
MC
2009
Mathes Company
New York
$962K – – –
NEIRG
2010
New England Investment & Retirement Group
Massachusetts
$961K +$36.6K +262 +4%
WWM
2011
Windsor Wealth Management
Indiana
$961K +$120K +859 +15%
FDS
2012
First Dallas Securities
Texas
$960K +$305K +2,185 +49%
PFA
2013
Paradigm Financial Advisors
Missouri
$959K +$632K +4,527 +215%
PFC
2014
Phocas Financial Corp
California
$958K – – –
SAA
2015
Southeast Asset Advisors
Georgia
$953K -$59.6K -427 -6%
SCI
2016
S&CO Inc
Massachusetts
$953K +$501K +3,592 +120%
NCM
2017
Novare Capital Management
North Carolina
$951K +$17.3K +124 +2%
WPA
2018
West Paces Advisors
Georgia
$950K +$119K +853 +15%
BS
2019
Bessemer Securities
New York
$947K -$5.58K -40 -0.6%
MFG
2020
Monte Financial Group
Connecticut
$947K +$19K +136 +2%
SMFG
2021
Sumitomo Mitsui Financial Group
Japan
$947K +$216K +1,549 +31%
MFP
2022
Meridian Financial Partners
Virginia
$946K +$3.21K +23 +0.4%
C
2023
Certuity
Florida
$946K +$913K +6,538 New
GC
2024
Gruss & Co
Florida
$940K – – –
CPIG
2025
Chicago Partners Investment Group
Illinois
$939K +$79.7K +571 +10%
79 80
81
82 83