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Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
2001
North American Management
Massachusetts
$229K – – –
GL
2002
Graypoint LLC
New York
$229K +$281K +5,194 New
VWM
2003
Valley Wealth Managers
New Jersey
$228K -$137K -2,544 -33%
AA
2004
Aufman Associates
Pennsylvania
$227K – – –
OFS
2005
OneAscent Financial Services
Alabama
$227K +$1.73K +32 +0.6%
CFG
2006
CMC Financial Group
Georgia
$227K +$27K +500 +11%
HA
2007
HC Advisors
Georgia
$227K +$278K +5,140 New
CWM
2008
Concentric Wealth Management
California
$226K – – –
SNB
2009
Security National Bank
Nebraska
$225K – – –
TIM
2010
Total Investment Management
Arizona
$225K – – –
DIM
2011
DC Investments Management
Virginia
$225K +$275K +5,090 New
AWA
2012
Acorn Wealth Advisors
Michigan
$224K +$30.4K +563 +13%
NGA
2013
Naples Global Advisors
Florida
$223K -$11.4K -212 -4%
OAM
2014
Occidental Asset Management
California
$223K – – –
TVWM
2015
Tower View Wealth Management
Wisconsin
$223K +$73.5K +1,360 +37%
FVWA
2016
Foster Victor Wealth Advisors
South Carolina
$222K -$21.1K -390 -7%
LDFR
2017
Lehman & Derafelo Financial Resources
Pennsylvania
$222K – – –
CA
2018
Capital Advantage
California
$222K +$27.4K +508 +12%
LAS
2019
Lloyd Advisory Services
Georgia
$221K -$88.5K -1,639 -25%
MLFP
2020
MPS Loria Financial Planners
Illinois
$221K – – –
MWM
2021
MBE Wealth Management
Wisconsin
$221K +$20.5K +379 +8%
TWA
2022
TCI Wealth Advisors
Arizona
$221K +$42.8K +792 +19%
IA
2023
Icon Advisers
Colorado
$221K +$70.2K +1,300 +35%
MCM
2024
McRae Capital Management
New Jersey
$220K +$16.2K +300 +6%
MMA
2025
Miracle Mile Advisors
California
$219K -$2.76M -51,011 -91%
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