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Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
2001
Accurate Investment Solutions
Pennsylvania
$320K – – –
ER
2002
Enlightenment Research
Florida
$320K +$313K +1,571 New
SFS
2003
Strategic Financial Services
New York
$319K – – –
IWA
2004
Intercontinental Wealth Advisors
Texas
$319K +$159K +795 +108%
MC
2005
Matisse Capital
Oregon
$318K – – –
GIA
2006
Gladstone Institutional Advisory
Florida
$317K +$52.1K +261 +21%
SIMM
2007
Stillwater Investment Management (Minnesota)
Minnesota
$317K +$60K +301 +25%
FFC
2008
First Financial Corp
Indiana
$315K – – –
MLFP
2009
MPS Loria Financial Planners
Illinois
$315K +$1.2K +6 +0.4%
ZF
2010
Zhang Financial
Michigan
$314K +$79.2K +397 +36%
BWP
2011
BSW Wealth Partners
Colorado
$314K +$301K +1,510 New
MFS
2012
Madrona Financial Services
Washington
$313K +$399 +2 +0.1%
CCA
2013
Conservest Capital Advisors
Pennsylvania
$312K +$598 +3 +0.2%
OC
2014
Oarsman Capital
Wisconsin
$310K – – –
GAM
2015
Gould Asset Management
California
$309K -$18K -90 -6%
RTS
2016
Round Table Services
New Jersey
$309K -$4.59K -23 -2%
IRC
2017
Investors Research Corp
Georgia
$309K – – –
IWA
2018
Inspirion Wealth Advisors
Illinois
$309K +$2K +10 +0.7%
PWA
2019
Peterson Wealth Advisors
Utah
$307K -$7.78K -39 -3%
AWMS
2020
Advocacy Wealth Management Services
Georgia
$306K – – –
CC
2021
Cipher Capital
New York
$306K +$294K +1,474 New
PWM
2022
PRW Wealth Management
Massachusetts
$304K -$14K -70 -5%
IDA
2023
Intelligence Driven Advisers
California
$303K -$1.6K -8 -0.5%
VNB
2024
Virginia National Bank
Virginia
$303K – – –
BLAM
2025
Bourne Lent Asset Management
New York
$302K -$160K -800 -36%
79 80
81
82 83