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Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
2001
Thompson Davis & Co
Virginia
$85K -$2.07K -12 -3%
ACM
2002
Armbruster Capital Management
New York
$85K – – –
GRQ
2003
Gardner Russo & Quinn
Pennsylvania
$85K +$77.7K +450 New
EMG
2004
ETF Managers Group
New Jersey
$79K +$10.4K +60 +17%
MIC
2005
MU Investments Company
Japan
$78K -$25.9K -150 -27%
HS
2006
Horan Securities
United States
$74K – – –
WAM
2007
Watermark Asset Management
California
$73K – – –
HH
2008
HWG Holdings
Texas
$72K +$65.2K +378 New
PW
2009
Price Wealth
Texas
$67K +$61.4K +356 New
BCM
2010
Blume Capital Management
California
$66K – – –
PS
2011
Portfolio Strategies
New York
$64K +$58.5K +339 New
MGIA
2012
Moneta Group Investment Advisors
Missouri
$61K +$55.4K +321 New
CA
2013
Centerpoint Advisors
Massachusetts
$60K +$55.1K +319 New
AWM
2014
Avondale Wealth Management
Texas
$57K +$51.6K +299 New
SIAS
2015
Shine Investment Advisory Services
Colorado
$56K – – –
FA
2016
Fortis Advisors
Pennsylvania
$55K +$173 +1 +0.3%
VEA
2017
Virtus ETF Advisers
New York
$55K +$50.2K +291 New
BCI
2018
Brinker Capital Investments
Pennsylvania
$50K – – –
SFPIA
2019
Stevens First Principles Investment Advisors
California
$48K – – –
DOA
2020
D'Orazio & Associates
Virginia
$47K – – –
MPPLM
2021
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$47K +$42.6K +247 New
CA
2022
Crewe Advisors
Utah
$47K +$43.1K +250 New
CP
2023
Corbenic Partners
Pennsylvania
$45K – – –
PCFFS
2024
Pacific Center for Financial Services
California
$45K – – –
GWA
2025
Guidant Wealth Advisors
Illinois
$44K -$32.3K -187 -45%
79 80
81
82 83