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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2001
WT Wealth Management
Arizona
$749K +$158K +583 +28%
IDBONY
2002
Israel Discount Bank of New York
New York
$740K -$42.5K -157 -6%
LC
2003
Lindbrook Capital
California
$738K -$93.7K -346 -12%
PP
2004
PDS Planning
Ohio
$738K +$70.2K +259 +11%
BL
2005
Balentine LLC
Georgia
$737K +$363K +1,340 +102%
SFG
2006
Sowa Financial Group
Rhode Island
$736K – – –
WSC
2007
Wellington Shields & Co
New York
$736K – – –
FFA
2008
Founders Financial Alliance
North Carolina
$735K +$711K +2,625 New
RAM
2009
Redmond Asset Management
Virginia
$733K +$16.5K +61 +2%
MCA
2010
Mercer Capital Advisers
New Jersey
$731K – – –
WOSD
2011
WFA of San Diego
California
$729K -$1.74M -6,433 -71%
LFG
2012
Larson Financial Group
Missouri
$729K -$29.8K -110 -4%
BCM
2013
Birmingham Capital Management
Alabama
$729K +$135K +500 +24%
FMTCOCP
2014
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$727K -$13.5K -50 -2%
NICM
2015
Neo Ivy Capital Management
New York
$727K +$625K +2,308 +742%
AAM
2016
AMI Asset Management
California
$726K -$1.35K -5 -0.2%
NSB
2017
Norway Savings Bank
Maine
$724K – – –
CAM
2018
Concorde Asset Management
Michigan
$722K +$406K +1,500 +136%
LOPW
2019
Live Oak Private Wealth
North Carolina
$721K +$17.1K +63 +2%
IIC
2020
Integrated Investment Consultants
Michigan
$721K +$23.3K +86 +3%
AA
2021
Apriem Advisors
California
$719K -$57.4K -212 -8%
PHS
2022
Pekin Hardy Strauss
Illinois
$719K -$54.2K -200 -7%
FIB
2023
First Interstate Bank
Montana
$718K -$144K -533 -17%
CPIG
2024
Chicago Partners Investment Group
Illinois
$717K +$75K +277 +12%
AC
2025
Avestar Capital
New York
$716K +$14.9K +55 +2%
79 80
81
82 83