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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
2001
Ballast Inc
Kentucky
$937K -$23.8K -301 -3%
ITFISA
2002
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$936K -$178K -2,251 -16%
SFG
2003
Sather Financial Group
Texas
$936K +$18K +228 +2%
OCM
2004
One Capital Management
California
$936K – – –
CRFG
2005
Columbia River Financial Group
Washington
$935K – – –
WDC
2006
Woodward Diversified Capital
California
$934K +$4.19K +53 +0.5%
CT
2007
Clearstead Trust
Maine
$934K – – –
NPF
2008
Norris Perne & French
Michigan
$933K +$711 +9 +0.1%
BO
2009
Bank OZK
Arkansas
$933K -$26.2K -332 -3%
HHCP
2010
Hilton Head Capital Partners
South Carolina
$932K +$663K +8,401 +273%
AWM
2011
Allen Wealth Management
North Carolina
$932K -$184K -2,327 -17%
FWA
2012
FSM Wealth Advisors
Ohio
$931K +$21.2K +269 +2%
OAM
2013
Occidental Asset Management
California
$931K +$20.6K +261 +2%
PW
2014
Paladin Wealth
Minnesota
$930K -$13.6K -172 -1%
JFGLC
2015
Johnson Financial Group LLC (Colorado)
Colorado
$930K +$81.7K +1,034 +10%
GRR
2016
Golden Reserve Retirement
Ohio
$930K +$447K +5,665 +98%
FZCM
2017
Flynn Zito Capital Management
New York
$929K -$5.05K -64 -0.6%
WFS
2018
Walker Financial Services
Kentucky
$926K -$293K -3,712 -25%
RFP
2019
Root Financial Partners
California
$925K +$125K +1,582 +16%
TWM
2020
Trueblood Wealth Management
Ohio
$924K +$7.19K +91 +0.8%
HCA
2021
Hardworking Capital Advisors
California
$921K -$10.3K -131 -1%
ZF
2022
Zhang Financial
Michigan
$918K +$16.1K +204 +2%
AP
2023
Appleton Partners
Massachusetts
$916K -$23.9K -303 -3%
AWA
2024
AGH Wealth Advisors
Kansas
$915K +$67.9K +860 +8%
S
2025
Sunpointe
Missouri
$915K -$169K -2,134 -16%
79 80
81
82 83