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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
2001
Cooper/Haims Advisors
New York
$394K +$11.5K +246 +3%
SGK
2002
Steigerwald Gordon & Koch
Virginia
$393K +$63K +1,345 +19%
BWM
2003
BT Wealth Management
Georgia
$391K +$360K +7,686 New
AF
2004
Aldebaran Financial
$390K +$702 +15 +0.2%
XS
2005
XR Securities
Illinois
$389K +$388K +8,290 New
VWA
2006
V Wealth Advisors
Kansas
$388K +$116K +2,477 +44%
BMM
2007
Buffington Mohr McNeal
Idaho
$386K +$95.6K +2,041 +33%
AAP
2008
Arax Advisory Partners
Colorado
$385K -$220K -4,704 -36%
MAA
2009
Mraz Amerine & Associates
California
$384K -$140 -3 -0%
PHAM
2010
Palisades Hudson Asset Management
Florida
$384K
SRIM
2011
Saratoga Research & Investment Management
California
$384K
AWM
2012
AllSquare Wealth Management
New York
$383K -$99.4K -2,124 -21%
ACM
2013
AlphaStar Capital Management
North Carolina
$383K -$15.6K -333 -4%
CCG
2014
Ceeto Capital Group
Florida
$380K
AWA
2015
Alaska Wealth Advisors
Alaska
$380K +$379K +8,092 New
UFF
2016
USA Financial Formulas
Michigan
$379K -$13.3M -283,012 -97%
DLG
2017
Daniel L. Goodwin
$376K
VCM
2018
Versant Capital Management
Arizona
$376K
BCWM
2019
Blue Chip Wealth Management
Florida
$375K -$104K -2,226 -22%
AAM
2020
AMI Asset Management
California
$375K
CP
2021
Cumberland Partners
Ontario, Canada
$375K
OAM
2022
Oberweis Asset Management
Illinois
$374K -$3K -64 -0.8%
WA
2023
WealthTrust-Arizona
Arizona
$373K -$134K -2,855 -26%
NPF
2024
Norris Perne & French
Michigan
$372K
CCA
2025
Conservest Capital Advisors
Pennsylvania
$371K -$9.18K -196 -2%