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Name Holding Trade Value Shares
Change 		Change in
Stake
DG
2001
DMC Group
Alabama
$1.56M +$15.7K +43 +1%
SPC
2002
Spirepoint Private Client
Florida
$1.56M +$1.48M +4,062 New
UAML
2003
US Asset Management LLC
Pennsylvania
$1.56M -$26.7K -73 -2%
AI
2004
Accredited Investors
Minnesota
$1.56M -$73.4K -201 -5%
WCM
2005
Washburn Capital Management
Florida
$1.56M -$146K -399 -9%
BWP
2006
BSW Wealth Partners
Colorado
$1.56M -$2.19K -6 -0.1%
FWA
2007
FSM Wealth Advisors
Ohio
$1.55M -$97.9K -268 -6%
VIM
2008
VELA Investment Management
Ohio
$1.55M -$36.9K -101 -2%
CRI
2009
Colonial River Investments
Virginia
$1.55M -$738K -2,019 -33%
SIC
2010
Sterling Investment Counsel
New York
$1.55M +$103K +283 +8%
RFA
2011
Register Financial Advisors
Georgia
$1.54M -$58.5K -160 -4%
PP
2012
Patron Partners
Texas
$1.54M +$3.29K +9 +0.2%
CYG
2013
Clean Yield Group
Vermont
$1.54M -$9.13K -25 -0.6%
CWM
2014
Chemistry Wealth Management
New York
$1.54M +$6.21K +17 +0.4%
EFG
2015
Everhart Financial Group
Ohio
$1.54M +$77.1K +211 +6%
LWA
2016
Lantern Wealth Advisors
New York
$1.54M – – –
AA
2017
Addison Advisors
Vermont
$1.54M +$13.5K +37 +0.9%
SDAM
2018
Shulman DeMeo Asset Management
New York
$1.54M – – –
HAC
2019
Harbor Advisory Corp
New Hampshire
$1.54M – – –
PFG
2020
PAX Financial Group
Texas
$1.54M -$85.1K -233 -5%
SI
2021
Seeds Investor
New York
$1.53M +$161K +440 +12%
AC
2022
Aristides Capital
Kentucky
$1.53M – – –
FCFC
2023
First Commonwealth Financial Corp
Pennsylvania
$1.53M +$181K +495 +14%
AFPL
2024
Advus Financial Partners, LLC
Florida
$1.52M -$131K -359 -8%
AWA
2025
Acorn Wealth Advisors
Michigan
$1.52M +$60.3K +165 +4%
79 80
81
82 83