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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
2001
Occidental Asset Management
California
$777K +$12.9K +185 +2%
RAM
2002
Redmond Asset Management
Virginia
$777K -$18.1K -260 -2%
SFI
2003
Susquehanna Fundamental Investments
Pennsylvania
$776K -$20.8M -298,913 -96%
SC
2004
Sierra Capital
Florida
$776K – – –
WFM
2005
Wolff Financial Management
Michigan
$773K +$697 +10 +0.1%
EIP
2006
Ellis Investment Partners
Pennsylvania
$773K – – –
PPH
2007
Pure Portfolios Holdings
Oregon
$773K -$2.16K -31 -0.3%
PWMG
2008
Prestige Wealth Management Group
New Jersey
$773K +$349 +5 +0%
SSA
2009
Schonfeld Strategic Advisors
New York
$771K -$6.65M -95,395 -90%
OFS
2010
OMC Financial Services
New York
$771K – – –
TCP
2011
TMB Capital Partners
Arkansas
$770K +$768K +11,016 New
CWM
2012
Cahaba Wealth Management
Georgia
$770K -$31.2K -448 -4%
BZWA
2013
Blue Zone Wealth Advisors
California
$768K +$279 +4 +0%
FFA
2014
First Foundation Advisors
California
$767K +$19.7K +282 +3%
CWP
2015
Clark Wealth Partners
Illinois
$765K – – –
SWA
2016
SFMG Wealth Advisors
Texas
$765K +$21.6K +310 +3%
JFA
2017
JNBA Financial Advisors
Minnesota
$763K -$69.2K -993 -8%
SLFPAM
2018
St. Louis Financial Planners Asset Management
Missouri
$763K +$761K +10,910 New
EW
2019
Elyxium Wealth
California
$762K -$37.9K -543 -5%
KCAM
2020
Kagan Cocozza Asset Management
New Jersey
$760K +$14.7K +211 +2%
ANBOT
2021
American National Bank of Texas
Texas
$759K +$3.76K +54 +0.5%
PCA
2022
Private Capital Advisors
Connecticut
$756K +$767 +11 +0.1%
FMTCOCP
2023
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$755K – – –
ISFAN
2024
Investor's Fiduciary Advisor Network
Washington
$753K +$26.5K +380 +4%
BC
2025
Bridgefront Capital
Texas
$753K -$426K -6,111 -36%
79 80
81
82 83