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Name Holding Trade Value Shares
Change 		Change in
Stake
CCAM
2001
Cascades Capital Asset Management
North Carolina
$1.69M -$26.5K -68 -1%
MSWM
2002
McGlone Suttner Wealth Management
Wisconsin
$1.69M +$152K +391 +9%
OFS
2003
Orrstown Financial Services
Pennsylvania
$1.69M -$37K -95 -2%
PFM
2004
Potomac Fund Management
Florida
$1.69M +$201K +515 +12%
IP
2005
Investment Partners
Ohio
$1.68M +$76K +195 +4%
CIM
2006
CCLA Investment Management
United Kingdom
$1.68M – – –
MCA
2007
Millennium Capital Advisors
Arkansas
$1.68M -$39K -100 -2%
NP
2008
Nilsine Partners
Colorado
$1.67M -$153K -393 -8%
CFO
2009
CVA Family Office
Colorado
$1.67M +$38.6K +99 +2%
IWA
2010
Invera Wealth Advisors
Oregon
$1.67M +$1.78M +4,558 New
IF
2011
Ironwood Financial
Arizona
$1.67M +$5.46K +14 +0.3%
AIA
2012
AIMZ Investment Advisors
California
$1.67M – – –
BFG
2013
Birch Financial Group
New Hampshire
$1.67M +$114K +292 +7%
MAM
2014
Mullooly Asset Management
New Jersey
$1.66M +$1.77M +4,540 New
AA
2015
Argent Advisors
Louisiana
$1.66M +$24.2K +62 +1%
CICI
2016
Capital Investment Counsel Inc
North Carolina
$1.66M -$442K -1,134 -20%
WWM
2017
Wiser Wealth Management
Georgia
$1.66M +$44K +113 +3%
MWC
2018
MBM Wealth Consultants
Missouri
$1.66M +$16.4K +42 +0.9%
FCA
2019
Fortis Capital Advisors
Kansas
$1.66M +$938K +2,408 +114%
GAM
2020
Gemmer Asset Management
California
$1.66M +$390K +1,000 +28%
EW
2021
Elyxium Wealth
California
$1.65M +$1.76M +4,511 New
AF
2022
Atala Financial
California
$1.65M -$15.2K -39 -0.9%
FFA
2023
Florida Financial Advisors
Florida
$1.65M -$126K -324 -7%
SCA
2024
Sulzberger Capital Advisors
Florida
$1.65M – – –
PWSG
2025
Pacific Wealth Strategies Group
California
$1.65M +$5.85K +15 +0.3%
79 80
81
82 83