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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
2001
Tarbox Family Office
California
$103K – – –
VIM
2002
Veritas Investment Management
United Kingdom
$101K – – –
JIR
2003
James Investment Research
Ohio
$100K -$51.8K -300 -36%
BCMIO
2004
Beacon Capital Management Inc (Ohio)
Ohio
$97K -$5.18K -30 -6%
UMA
2005
USA Mutuals Advisors
Texas
$96K +$94.9K +550 New
PCM
2006
Price Capital Management
Louisiana
$95K +$86.3K +500 New
ARMC
2007
American Research & Management Company
Massachusetts
$89K +$25.9K +150 +47%
TDC
2008
Thompson Davis & Co
Virginia
$85K -$2.07K -12 -3%
ACM
2009
Armbruster Capital Management
New York
$85K – – –
GRQ
2010
Gardner Russo & Quinn
Pennsylvania
$85K +$77.7K +450 New
EMG
2011
ETF Managers Group
New Jersey
$79K +$10.4K +60 +17%
MIC
2012
MU Investments Company
Japan
$78K -$25.9K -150 -27%
HS
2013
Horan Securities
United States
$74K – – –
WAM
2014
Watermark Asset Management
California
$73K – – –
HH
2015
HWG Holdings
Texas
$72K +$65.2K +378 New
PW
2016
Price Wealth
Texas
$67K +$61.4K +356 New
BCM
2017
Blume Capital Management
California
$66K – – –
PS
2018
Portfolio Strategies
New York
$64K +$58.5K +339 New
MGIA
2019
Moneta Group Investment Advisors
Missouri
$61K +$55.4K +321 New
CA
2020
Centerpoint Advisors
Massachusetts
$60K +$55.1K +319 New
AWM
2021
Avondale Wealth Management
Texas
$57K +$51.6K +299 New
SIAS
2022
Shine Investment Advisory Services
Colorado
$56K – – –
FA
2023
Fortis Advisors
Pennsylvania
$55K +$173 +1 +0.3%
VEA
2024
Virtus ETF Advisers
New York
$55K +$50.2K +291 New
BCI
2025
Brinker Capital Investments
Pennsylvania
$50K – – –
79 80
81
82 83