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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2001
Opes Wealth Management
California
$642K +$287K +4,806 +81%
PCM
2002
Perritt Capital Management
Illinois
$640K -$97K -1,622 -13%
SFP
2003
Shepherd Financial Partners
Massachusetts
$638K -$40.7K -681 -6%
WC
2004
Weil Company
California
$637K -$39.5K -660 -6%
KA
2005
KLCM Advisors
Wisconsin
$634K +$40.8K +682 +7%
ESCM
2006
Echo Street Capital Management
New York
$634K +$634K +10,599 New
SFG
2007
Sunburst Financial Group
Alabama
$630K -$14.2K -237 -2%
MWM
2008
Merriman Wealth Management
Washington
$629K -$318K -5,315 -34%
FM
2009
Family Management
New York
$625K -$4.9K -82 -0.8%
WP
2010
WealthShield Partners
North Carolina
$625K +$255K +4,265 +69%
QIM
2011
Quest Investment Management
Oregon
$622K – – –
WAG
2012
Winthrop Advisory Group
Massachusetts
$621K -$5.86K -98 -0.9%
FHC
2013
First Heartland Consultants
Missouri
$621K +$16.7K +280 +3%
AP
2014
Adero Partners
California
$620K -$48.6K -812 -7%
FCB
2015
First Command Bank
Texas
$620K -$13.9K -233 -2%
FCFS
2016
First Command Financial Services
Texas
$620K -$13.9K -233 -2%
FNBOSM
2017
First National Bank of South Miami
Florida
$620K +$6.58K +110 +1%
NQWM
2018
Northwest Quadrant Wealth Management
Oregon
$618K -$20.8K -348 -3%
NFG
2019
Nadler Financial Group
Illinois
$618K -$4.6K -77 -0.7%
LAM
2020
LifePro Asset Management
California
$615K +$615K +10,284 New
FMTC
2021
Farmers & Merchants Trust Company
California
$612K +$14.5K +243 +2%
PCMC
2022
Paragon Capital Management (Colorado)
Colorado
$611K +$1.32K +22 +0.2%
SG
2023
StoneX Group
New York
$609K -$153K -2,557 -20%
WCA
2024
Westover Capital Advisors
Delaware
$609K – – –
SW
2025
SkyOak Wealth
Michigan
$607K -$23.8K -398 -4%
79 80
81
82 83