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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2001
Weik Capital Management
Pennsylvania
$583K +$10.5K +188 +2%
OWA
2002
Outlook Wealth Advisors
Texas
$575K -$13.3K -238 -2%
EI
2003
Ethic Inc
New York
$575K +$538K +9,610 New
LWMM
2004
Legacy Wealth Management (Mississippi)
Mississippi
$574K +$537K +9,596 New
PAM
2005
Peak Asset Management
Colorado
$574K +$7.67K +137 +1%
CW
2006
CreativeOne Wealth
Kansas
$573K +$130K +2,327 +32%
CAGAS
2007
Capital Advisory Group Advisory Services
Minnesota
$573K +$248K +4,430 +87%
RWA
2008
River Wealth Advisors
Pennsylvania
$571K +$63.2K +1,129 +13%
CA
2009
Cornerstone Advisory
Maryland
$570K -$53.2K -951 -9%
AA
2010
Apriem Advisors
California
$569K +$73.3K +1,309 +16%
BHB
2011
Bank Hapoalim BM
Israel
$568K -$60.4K -1,080 -10%
BA
2012
Bennicas & Associates
California
$564K – – –
HKAM
2013
Horizon Kinetics Asset Management
New York
$564K – – –
SCM
2014
Silvant Capital Management
Georgia
$563K – – –
WG
2015
Watchman Group
Texas
$563K +$526K +9,403 New
SRC
2016
Sage Rhino Capital
California
$562K +$12.8K +228 +2%
HFAS
2017
Hummer Financial Advisory Services
Illinois
$562K +$525K +9,390 New
WW
2018
Westshore Wealth
California
$560K +$523K +9,351 New
IWS
2019
Insight Wealth Strategies
California
$558K +$132K +2,352 +34%
NAS
2020
Nicolet Advisory Services
Wisconsin
$554K +$560 +10 +0.1%
CCM
2021
Crossvault Capital Management
Texas
$554K +$13.4K +240 +3%
JLBC
2022
J.L. Bainbridge & Co
Florida
$554K +$34.9K +623 +7%
TWM
2023
Titus Wealth Management
California
$553K +$23.3K +417 +5%
KA
2024
KLCM Advisors
Wisconsin
$552K -$34.3K -613 -6%
SC
2025
Scholtz & Company
Connecticut
$551K +$97.9K +1,750 +23%
79 80
81
82 83