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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2001
CapWealth Advisors
Tennessee
$395K +$5.38K +115 +1%
CHA
2002
Cooper/Haims Advisors
New York
$394K +$11.5K +246 +3%
SGK
2003
Steigerwald Gordon & Koch
Virginia
$393K +$63K +1,345 +19%
BWM
2004
BT Wealth Management
Georgia
$391K +$360K +7,686 New
AF
2005
Aldebaran Financial
$390K +$702 +15 +0.2%
XS
2006
XR Securities
Illinois
$389K +$388K +8,290 New
VWA
2007
V Wealth Advisors
Kansas
$388K +$116K +2,477 +44%
BMM
2008
Buffington Mohr McNeal
Idaho
$386K +$95.6K +2,041 +33%
AAP
2009
Arax Advisory Partners
Colorado
$385K -$220K -4,704 -36%
MAA
2010
Mraz Amerine & Associates
California
$384K -$140 -3 -0%
PHAM
2011
Palisades Hudson Asset Management
Florida
$384K – – –
SRIM
2012
Saratoga Research & Investment Management
California
$384K – – –
AWM
2013
AllSquare Wealth Management
New York
$383K -$99.4K -2,124 -21%
ACM
2014
AlphaStar Capital Management
North Carolina
$383K -$15.6K -333 -4%
CCG
2015
Ceeto Capital Group
Florida
$380K – – –
AWA
2016
Alaska Wealth Advisors
Alaska
$380K +$379K +8,092 New
UFF
2017
USA Financial Formulas
Michigan
$379K -$13.3M -283,012 -97%
DLG
2018
Daniel L. Goodwin
$376K – – –
VCM
2019
Versant Capital Management
Arizona
$376K – – –
BCWM
2020
Blue Chip Wealth Management
Florida
$375K -$104K -2,226 -22%
AAM
2021
AMI Asset Management
California
$375K – – –
CP
2022
Cumberland Partners
Ontario, Canada
$375K – – –
OAM
2023
Oberweis Asset Management
Illinois
$374K -$3K -64 -0.8%
WA
2024
WealthTrust-Arizona
Arizona
$373K -$134K -2,855 -26%
NPF
2025
Norris Perne & French
Michigan
$372K – – –
79 80
81
82 83