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Name Holding Trade Value Shares
Change 		Change in
Stake
BHTS
2001
Bar Harbor Trust Services
Maine
$533K -$5.2K -96 -0.9%
POIA
2002
Pin Oak Investment Advisors
Texas
$532K – – –
BAM
2003
Blueshift Asset Management
New Jersey
$529K +$538K +9,927 New
AA
2004
Argent Advisors
Louisiana
$528K -$12.8K -236 -2%
O
2005
Ossiam
France
$527K -$227K -4,191 -30%
PGWM
2006
Parisi Gray Wealth Management
New Jersey
$526K -$24.5K -452 -4%
SCM
2007
Southport Capital Management
Tennessee
$525K -$159K -2,931 -23%
SNB
2008
Security National Bank
Nebraska
$524K – – –
AWA
2009
Acorn Wealth Advisors
Michigan
$524K +$15.7K +289 +3%
FH
2010
FWG Holdings
Florida
$523K +$162K +2,995 +44%
SB
2011
Strategic Blueprint
Georgia
$522K -$109K -2,003 -17%
MWM
2012
Merriman Wealth Management
Washington
$521K -$18.3K -337 -3%
PP
2013
Patron Partners
Texas
$521K +$23.6K +435 +5%
CWA
2014
Clarity Wealth Advisors
California
$520K -$18.1K -333 -3%
CMA
2015
Cedar Mountain Advisors
Oregon
$520K -$4.88K -90 -0.9%
AAM
2016
Azzad Asset Management
Virginia
$519K +$23.3K +430 +5%
VCAM
2017
Van Cleef Asset Management
Ohio
$519K – – –
HKAM
2018
Horizon Kinetics Asset Management
New York
$518K +$43.4K +800 +9%
FCFC
2019
First Commonwealth Financial Corp
Pennsylvania
$517K -$31.8K -587 -6%
WC
2020
Weil Company
California
$516K -$3.31K -61 -0.6%
WCA
2021
Westover Capital Advisors
Delaware
$514K -$5.96K -110 -1%
KA
2022
Klingman & Associates
New York
$512K -$26K -480 -5%
BTWM
2023
Baker Tilly Wealth Management
Wisconsin
$511K -$82.9K -1,530 -14%
HAS
2024
HBW Advisory Services
California
$511K +$8.13K +150 +2%
FIA
2025
Foundations Investment Advisors
Arizona
$511K +$147K +2,705 +40%
79 80
81
82 83