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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2001
VERITY Wealth Advisors
United States
$464K +$2.59K +51 +0.6%
CWM
2002
Calamos Wealth Management
Illinois
$463K -$115K -2,261 -21%
QCM
2003
Quantinno Capital Management
New York
$460K -$429K -8,456 -50%
SMFS
2004
Squar Milner Financial Services
California
$460K -$2.54K -50 -0.6%
CWM
2005
Circle Wealth Management
New Jersey
$459K -$2.48K -49 -0.6%
LC
2006
Landaas & Company
Wisconsin
$457K -$19K -374 -4%
CAM
2007
Chesapeake Asset Management
New York
$456K -$6.34K -125 -1%
RHBC
2008
R.H. Bluestein & Co
Michigan
$456K – – –
BOS
2009
Bank of Stockton
California
$454K -$436K -8,590 -50%
HPIA
2010
Hamilton Point Investment Advisors
North Carolina
$454K -$35.4K -697 -8%
AF
2011
Aldebaran Financial
$452K +$6.09K +120 +1%
CHA
2012
Cooper/Haims Advisors
New York
$451K +$101 +2 +0%
DE
2013
Day & Ennis
Georgia
$446K -$117K -2,316 -22%
FMT
2014
First Mercantile Trust
Tennessee
$446K -$22.3K -440 -5%
HWA
2015
Heritage Wealth Advisors
Virginia
$444K +$18.5K +365 +5%
SRIM
2016
Saratoga Research & Investment Management
California
$440K – – –
OAC
2017
OMERS Administration Corp
Ontario, Canada
$440K +$401K +7,900 New
AWM
2018
AllSquare Wealth Management
New York
$438K – – –
ACM
2019
AlphaCrest Capital Management
New York
$437K -$79K -1,558 -16%
AWA
2020
Alaska Wealth Advisors
Alaska
$435K – – –
CCG
2021
Ceeto Capital Group
Florida
$435K – – –
MTIM
2022
Marathon Trading Investment Management
Pennsylvania
$432K -$303K -5,966 -43%
MA
2023
MCF Advisors
Kentucky
$432K -$85.8K -1,692 -17%
AAM
2024
AMI Asset Management
California
$430K – – –
DLG
2025
Daniel L. Goodwin
$430K – – –
79 80
81
82 83