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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2001
GQ Asset Management
New York
$397K +$374K +1,711 New
CFSG
2002
Community Financial Services Group
Vermont
$395K +$154K +703 +70%
PP
2003
PDS Planning
Ohio
$394K +$7K +32 +2%
W
2004
Wealthquest
Ohio
$392K +$5.25K +24 +1%
B
2005
Bellecapital
Switzerland
$391K +$80.9K +370 +28%
KLI
2006
Kelman-Lazarov Inc
Tennessee
$390K -$125K -574 -25%
ACM
2007
Armbruster Capital Management
New York
$390K -$3.28K -15 -0.9%
OMC
2008
Overbrook Management Corp
New York
$389K – – –
FFC
2009
First Financial Corp
Indiana
$384K +$30.6K +140 +9%
FWCM
2010
First Western Capital Management
California
$382K -$71.9K -329 -17%
MA
2011
MCF Advisors
Kentucky
$382K +$19.5K +89 +6%
ACP
2012
Arcus Capital Partners
Georgia
$381K +$1.31K +6 +0.4%
LBC
2013
Lawrence B. Cohen
$381K +$13.3K +61 +4%
BWP
2014
BSW Wealth Partners
Colorado
$380K +$27.5K +126 +8%
GEM
2015
Global Endowment Management
North Carolina
$376K -$43.3K -198 -11%
WC
2016
Weil Company
California
$375K -$1.75K -8 -0.5%
NEAM
2017
New England Asset Management
Connecticut
$375K – – –
ACM
2018
Alpha Capital Management
Texas
$373K – – –
QT
2019
Quantamental Technologies
New York
$373K +$229K +1,049 +188%
JGIA
2020
Jackson Grant Investment Advisers
Connecticut
$372K +$1.09K +5 +0.3%
IRC
2021
Investors Research Corp
Georgia
$372K +$25.8K +118 +8%
TFCP
2022
Twin Focus Capital Partners
Massachusetts
$372K +$351K +1,604 New
SC
2023
Skylands Capital
Wisconsin
$371K -$175K -800 -33%
QSS
2024
Quantitative Systematic Strategies
Florida
$370K +$349K +1,596 New
SIA
2025
Strategic Investment Advisors
Michigan
$368K +$54.4K +249 +19%
79 80
81
82 83