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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2001
Orser Capital Management
Texas
$373K – – –
PI
2002
Pettee Investors
Connecticut
$373K – – –
EAM
2003
Evanson Asset Management
California
$373K +$2.18K +40 +0.6%
SIG
2004
Sargent Investment Group
Maryland
$372K -$10.9K -200 -3%
DIM
2005
Delta Investment Management
California
$372K – – –
PSC
2006
Prentiss Smith & Co
Vermont
$372K – – –
FF
2007
FourThought Financial
Florida
$371K +$544 +10 +0.1%
AWP
2008
Ascent Wealth Partners
New York
$370K – – –
FAG
2009
Financial Advisory Group
Texas
$370K – – –
KLWA
2010
Kelly Lawrence W & Associates
California
$370K – – –
EIP
2011
Ellis Investment Partners
Pennsylvania
$370K +$12.6K +231 +3%
BFS
2012
Beacon Financial Strategies
North Carolina
$370K +$372K +6,834 New
CM
2013
Castleark Management
Illinois
$369K – – –
SCM
2014
Sterneck Capital Management
Missouri
$369K – – –
AAS
2015
Annex Advisory Services
Wisconsin
$369K +$27.3K +501 +8%
VCG
2016
Vantage Consulting Group
Virginia
$369K +$83.8K +1,541 +29%
APA
2017
Allegiant Private Advisors
Florida
$368K -$20.3K -374 -5%
CHP
2018
Cable Hill Partners
Oregon
$368K +$5.77K +106 +2%
FFG
2019
Frisch Financial Group
New York
$367K +$31K +569 +9%
NA
2020
Navellier & Associates
Nevada
$366K -$18.7K -343 -5%
SFG
2021
Sovereign Financial Group
Connecticut
$365K – – –
TWM
2022
Tradition Wealth Management
Minnesota
$365K +$258K +4,743 +237%
CGFA
2023
Colton Groome Financial Advisors
North Carolina
$365K +$367K +6,749 New
SWP
2024
Summit Wealth Partners
Florida
$365K +$22.5K +413 +7%
BIAS
2025
Beacon Investment Advisory Services
New Jersey
$364K -$15.9K -292 -4%
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