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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2001
Stuart Chaussee & Associates
California
$58K – – –
RBC
2002
Roble Belko & Company
Pennsylvania
$57K +$9.55K +64 +19%
KAS
2003
Kemnay Advisory Services
New York
$56K – – –
HMS
2004
Hanseatic Management Services
New Mexico
$55K -$716K -4,800 -93%
LWA
2005
Lenox Wealth Advisors
New York
$51K – – –
MS
2006
Marshall & Sullivan
Washington
$44K – – –
RWM
2007
Raffa Wealth Management
District of Columbia
$40.4K – – –
MUS
2008
Mitsubishi UFJ Securities
Japan
$37K -$164K -1,097 -81%
BWP
2009
BSW Wealth Partners
Colorado
$36.3K -$1.3M -8,721 -97%
SFPM
2010
Sensible Financial Planning & Management
Massachusetts
$36K – – –
SA
2011
SRH Advisors
Kansas
$33K – – –
SIMG
2012
Stephens Investment Management Group
Texas
$33K – – –
JSAM
2013
J. Safra Asset Management
New York
$30K -$249K -1,668 -89%
CIM
2014
Contravisory Investment Management
Massachusetts
$30K -$2.09K -14 -6%
CII
2015
Capital International Inc
California
$30K – – –
BCI
2016
Brinker Capital Investments
Pennsylvania
$29K +$6.57K +44 +27%
DSI
2017
Daiwa SB Investments
Japan
$28K -$4.92K -33 -15%
HCM
2018
Herndon Capital Management
Georgia
$25K +$149 +1 +0.6%
LWA
2019
Lowe Wealth Advisors
Maryland
$25K +$6.12K +41 +31%
ST
2020
Somerset Trust
Pennsylvania
$24K – – –
WAP
2021
Wealthcare Advisory Partners
Pennsylvania
$24K – – –
HIIFS
2022
Harel Insurance Investments & Financial Services
Israel
$18K -$773K -5,181 -98%
TAM
2023
Troy Asset Management
United Kingdom
$17K – – –
PCM
2024
Penserra Capital Management
California
$17K +$7.46K +50 +66%
PFG
2025
Piershale Financial Group
Illinois
$10K -$20.6K -138 -66%
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