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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2001
Manchester Capital Management
Vermont
$698K -$7.17K -67 -0.9%
SIA
2002
Soltis Investment Advisors
Utah
$697K +$29.5K +276 +4%
QC
2003
Quent Capital
New York
$697K +$89.9K +840 +13%
IIM
2004
InTrack Investment Management
Vermont
$696K -$22.6K -211 -3%
BDFN
2005
Bond & Devick Financial Network
Minnesota
$696K +$3.21K +30 +0.4%
HEIP
2006
Hudson Edge Investment Partners
New Jersey
$696K +$19.4K +181 +3%
HCM
2007
Harvey Capital Management
Florida
$695K -$96.3K -900 -11%
TFS
2008
TrustCore Financial Services
Tennessee
$694K -$158K -1,478 -17%
LP
2009
LGL Partners
Pennsylvania
$694K +$80.2K +749 +11%
BMCM
2010
Bryn Mawr Capital Management
Pennsylvania
$692K -$867K -8,098 -52%
CWA
2011
Clarity Wealth Advisors
California
$689K -$37.6K -351 -5%
GWSG
2012
GPS Wealth Strategies Group
Colorado
$689K +$48.9K +457 +7%
DBIA
2013
Dumont & Blake Investment Advisors
New Jersey
$688K +$3.96K +37 +0.5%
SWMP
2014
Signature Wealth Management Partners
New Jersey
$688K +$153K +1,431 +24%
SQA
2015
Simon Quick Advisors
New Jersey
$687K +$188K +1,752 +32%
VCA
2016
Verdence Capital Advisors
Maryland
$686K -$23K -215 -3%
ODG
2017
O'Dell Group
Ohio
$685K +$35.2K +329 +5%
FW
2018
FirstPurpose Wealth
Utah
$685K +$35.4K +331 +5%
AFAS
2019
Acorn Financial Advisory Services
Virginia
$684K +$90.8K +848 +13%
HCM
2020
Hollencrest Capital Management
California
$683K -$623K -5,820 -45%
WE
2021
Wealth Effects
Massachusetts
$682K -$44.9K -420 -5%
IIC
2022
Integrated Investment Consultants
Michigan
$679K -$72.2K -675 -9%
FCT
2023
First Community Trust
Iowa
$679K -$10.5K -98 -1%
CPIG
2024
Chicago Partners Investment Group
Illinois
$678K -$131K -1,226 -15%
F
2025
F3Logic
Minnesota
$678K -$68.7K -642 -8%
79 80
81
82 83