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Name Holding Trade Value Shares
Change 		Change in
Stake
HMS
2001
Hanseatic Management Services
New Mexico
$485K -$3.67K -59 -0.7%
WIA
2002
Westbourne Investment Advisors
Maryland
$483K -$4.66K -75 -0.9%
FA
2003
Fagan Associates
New York
$483K – – –
PCP
2004
Proficio Capital Partners
Massachusetts
$483K +$20.4K +329 +4%
LAM
2005
L2 Asset Management
Massachusetts
$483K +$66.4K +1,069 +14%
FCM
2006
Firestone Capital Management
Florida
$482K +$373 +6 +0.1%
ECM
2007
Elgethun Capital Management
South Dakota
$481K +$5.9K +95 +1%
HA
2008
HC Advisors
Georgia
$480K -$92.2K -1,484 -15%
MC
2009
Montag & Caldwell
Georgia
$480K +$11.9K +192 +2%
HBWM
2010
Hollow Brook Wealth Management
New York
$479K – – –
GM
2011
GeoWealth Management
Illinois
$479K +$18.8K +303 +4%
MWM
2012
Mattern Wealth Management
Kansas
$478K – – –
NFG
2013
Nadler Financial Group
Illinois
$477K -$15.2K -244 -3%
3F
2014
360 Financial
Minnesota
$475K +$4.97K +80 +1%
ARMT
2015
Amica Retiree Medical Trust
Rhode Island
$474K +$228K +3,664 +77%
BFA
2016
Beacon Financial Advisory
Ohio
$473K -$83.4K -1,342 -14%
WA
2017
Wealth Alliance
New York
$473K -$69.2K -1,113 -12%
SWA
2018
SOA Wealth Advisors
New York
$473K +$10.1K +163 +2%
SNB
2019
Security National Bank
Nebraska
$473K +$56.1K +903 +12%
AO
2020
Advisor OS
Illinois
$472K -$5.03K -81 -1%
FMTC
2021
Farmers & Merchants Trust Company
California
$472K +$1.93K +31 +0.4%
WA
2022
Wambolt & Associates
Colorado
$472K +$18.3K +295 +4%
ACM
2023
Argent Capital Management
Missouri
$471K – – –
SAM
2024
S.A. Mason
Michigan
$471K +$373 +6 +0.1%
LWMM
2025
Legacy Wealth Management (Mississippi)
Mississippi
$471K – – –
79 80
81
82 83