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Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
2001
Chelsea Counsel Company
California
$1.37M +$123K +666 +10%
MCC
2002
Money Concepts Capital
Florida
$1.37M +$353K +1,914 +35%
SC
2003
Saybrook Capital
North Carolina
$1.36M – – –
FHC
2004
First Heartland Consultants
Missouri
$1.36M -$6.09K -33 -0.4%
MF
2005
Magnetar Financial
Illinois
$1.36M +$1.36M +7,368 New
FBB
2006
Fulton Breakefield Broenniman
Maryland
$1.36M +$368K +1,993 +37%
GFG
2007
Greystone Financial Group
Michigan
$1.35M +$827K +4,487 +153%
AAP
2008
Ardsley Advisory Partners
Connecticut
$1.35M -$959K -5,200 -42%
FPCM
2009
Financial Partners Capital Management
New York
$1.35M -$31.7K -172 -2%
PG
2010
Proffitt & Goodson
Tennessee
$1.34M -$94.8K -514 -7%
BCA
2011
Bray Capital Advisors
Florida
$1.34M +$111K +600 +9%
FIA
2012
Foundations Investment Advisors
Arizona
$1.34M +$559K +3,032 +74%
SIAP
2013
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.34M +$15.1K +82 +1%
CRC
2014
Curi RMB Capital
Illinois
$1.34M -$214K -1,162 -14%
CWM
2015
Connecticut Wealth Management
Connecticut
$1.34M +$36.1K +196 +3%
PWM
2016
PBMares Wealth Management
Virginia
$1.34M +$114K +618 +9%
9WM
2017
9258 Wealth Management
Ohio
$1.34M +$163K +885 +14%
LWM
2018
Liberty Wealth Management
California
$1.33M – – –
PWSG
2019
Pacific Wealth Strategies Group
California
$1.33M +$244K +1,323 +22%
LSPW
2020
Lake Street Private Wealth
Illinois
$1.33M +$369 +2 +0%
XF
2021
XML Financial
Maryland
$1.33M +$101K +548 +8%
AW
2022
Alaethes Wealth
Nevada
$1.32M +$1.32M +7,179 New
PIP
2023
Peachtree Investment Partners
Florida
$1.32M +$226K +1,228 +21%
SIA
2024
Soltis Investment Advisors
Utah
$1.32M -$261K -1,417 -17%
VLC
2025
Van Leeuwen & Company
New Jersey
$1.32M +$462K +2,503 +54%
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