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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2001
Latitude Advisors
Florida
$1.16M +$368K +2,548 +43%
SWM
2002
Stockman Wealth Management
Montana
$1.15M -$60.9K -421 -5%
HBW
2003
Hazlett, Burt & Watson
West Virginia
$1.15M +$1.21M +8,366 New
PPP
2004
Private Portfolio Partners
New Jersey
$1.15M +$170K +1,175 +16%
ACMA
2005
Arbor Capital Management (Alaska)
Alaska
$1.15M -$323K -2,232 -21%
HCM
2006
Harvey Capital Management
Florida
$1.14M -$2.89K -20 -0.2%
VIM
2007
Vista Investment Management
Pennsylvania
$1.14M +$115K +798 +11%
BI
2008
Blooom Inc
Kansas
$1.14M -$115K -798 -9%
SC
2009
Schulhoff & Co
Ohio
$1.14M +$2.89K +20 +0.2%
KIC
2010
Kensington Investment Counsel
California
$1.14M +$12.7K +88 +1%
AWM
2011
Atticus Wealth Management
Florida
$1.13M -$69.7K -482 -6%
NIMI
2012
Natixis Investment Managers International
France
$1.13M +$1.1M +7,612 +1,157%
AI
2013
Accredited Investors
Minnesota
$1.13M +$86.5K +598 +8%
EF
2014
Empowered Funds
Pennsylvania
$1.13M +$1.19M +8,259 New
WCG
2015
Weaver Consulting Group
California
$1.13M +$60.3K +417 +5%
GG
2016
Gleason Group
Kentucky
$1.13M +$61.4K +425 +5%
AIP
2017
Almanack Investment Partners
Pennsylvania
$1.13M -$36.4K -252 -3%
MA
2018
MONECO Advisors
Connecticut
$1.13M +$103K +714 +10%
FPCM
2019
Financial Partners Capital Management
New York
$1.12M +$159K +1,097 +15%
TVWM
2020
Tower View Wealth Management
Wisconsin
$1.12M -$1.87M -12,914 -61%
CC
2021
Chicago Capital
Illinois
$1.12M -$33.8K -234 -3%
STAS
2022
Strong Tower Advisory Services
Minnesota
$1.12M +$238K +1,649 +25%
OA
2023
Oxbow Advisors
Texas
$1.12M -$81K -560 -6%
GITFIT
2024
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.12M +$1.18M +8,139 New
OWA
2025
Octavia Wealth Advisors
Ohio
$1.12M -$18.6K -129 -2%
79 80
81
82 83