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Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
2001
Asset Management Group
Connecticut
$334K +$320K +1,606 New
JGIA
2002
Jackson Grant Investment Advisers
Connecticut
$332K +$997 +5 +0.3%
CAGAS
2003
Capital Advisory Group Advisory Services
Minnesota
$329K -$25.9K -130 -8%
LBC
2004
Lawrence B. Cohen
$329K – – –
LF
2005
Lee Financial
Texas
$327K – – –
BWA
2006
Burt Wealth Advisors
Maryland
$325K -$42.9K -215 -12%
MA
2007
MCF Advisors
Kentucky
$324K – – –
TI
2008
Truepoint Inc
Ohio
$322K -$101K -508 -25%
GAM
2009
Garrison Asset Management
Arkansas
$320K -$2K -10 -0.6%
AIS
2010
Accurate Investment Solutions
Pennsylvania
$320K – – –
ER
2011
Enlightenment Research
Florida
$320K +$313K +1,571 New
SFS
2012
Strategic Financial Services
New York
$319K – – –
IWA
2013
Intercontinental Wealth Advisors
Texas
$319K +$159K +795 +108%
MC
2014
Matisse Capital
Oregon
$318K – – –
GIA
2015
Gladstone Institutional Advisory
Florida
$317K +$52.1K +261 +21%
SIMM
2016
Stillwater Investment Management (Minnesota)
Minnesota
$317K +$60K +301 +25%
FFC
2017
First Financial Corp
Indiana
$315K – – –
MLFP
2018
MPS Loria Financial Planners
Illinois
$315K +$1.2K +6 +0.4%
ZF
2019
Zhang Financial
Michigan
$314K +$79.2K +397 +36%
BWP
2020
BSW Wealth Partners
Colorado
$314K +$301K +1,510 New
MFS
2021
Madrona Financial Services
Washington
$313K +$399 +2 +0.1%
CCA
2022
Conservest Capital Advisors
Pennsylvania
$312K +$598 +3 +0.2%
OC
2023
Oarsman Capital
Wisconsin
$310K – – –
GAM
2024
Gould Asset Management
California
$309K -$18K -90 -6%
RTS
2025
Round Table Services
New Jersey
$309K -$4.59K -23 -2%
79 80
81
82 83