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Name Holding Trade Value Shares
Change 		Change in
Stake
PSC
2001
Prentiss Smith & Co
Vermont
$476K – – –
OAM
2002
Occidental Asset Management
California
$475K – – –
OMC
2003
Overbrook Management Corp
New York
$475K – – –
VAFP
2004
Vahanian & Associates Financial Planning
New York
$475K +$447K +8,029 New
CHA
2005
Cooper/Haims Advisors
New York
$474K -$19.2K -345 -4%
CWP
2006
Concord Wealth Partners
Virginia
$474K +$114K +2,048 +34%
LWA
2007
Lineweaver Wealth Advisors
Ohio
$472K +$110K +1,984 +33%
SL
2008
Summitry LLC
California
$472K +$444K +7,970 New
RPCONE
2009
Retirement Planning Company of New England
Rhode Island
$470K +$442K +7,945 New
ATFA
2010
All Terrain Financial Advisors
Minnesota
$469K -$20.9K -375 -5%
AO
2011
Advisor OS
Illinois
$469K +$16.7K +300 +4%
AWA
2012
Amplius Wealth Advisors
Pennsylvania
$469K +$441K +7,928 New
JWCA
2013
J.W. Coons Advisors
Ohio
$468K – – –
EIP
2014
Ellis Investment Partners
Pennsylvania
$464K +$48.4K +870 +12%
TAIM
2015
Te Ahumairangi Investment Management
New Zealand
$461K -$157K -2,820 -27%
CA
2016
Cornerstone Advisory
Maryland
$460K +$146K +2,630 +51%
FPCG
2017
Fort Pitt Capital Group
Pennsylvania
$459K -$26.6K -477 -6%
IFWM
2018
Institute for Wealth Management
Colorado
$459K +$613 +11 +0.1%
SFG
2019
SevenBridge Financial Group
Pennsylvania
$457K -$1K -18 -0.2%
SN
2020
Sittner & Nelson
Oregon
$457K – – –
CCC
2021
Chelsea Counsel Company
California
$456K +$195K +3,500 +83%
TDC
2022
Thompson Davis & Co
Virginia
$456K +$429K +7,700 New
QCM
2023
Quest Capital Management
Texas
$455K -$50.4K -905 -11%
SMH
2024
Sanders Morris Harris
Texas
$455K – – –
ZIG
2025
Zuckerman Investment Group
Illinois
$453K +$6.68K +120 +2%
79 80
81
82 83