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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2001
Capital Performance Advisors
California
$870K +$65.8K +871 +8%
NA
2002
Navellier & Associates
Nevada
$870K -$20.6K -272 -2%
LOWM
2003
Laurel Oak Wealth Management
New Jersey
$869K +$23.1K +306 +3%
WDC
2004
Woodward Diversified Capital
California
$866K +$20.8K +275 +2%
SFG
2005
Sather Financial Group
Texas
$859K – – –
TWM
2006
Trueblood Wealth Management
Ohio
$858K – – –
FPWM
2007
FSB Premier Wealth Management
Iowa
$857K -$11.9K -158 -1%
SAM
2008
S.A. Mason
Michigan
$856K – – –
TCM
2009
Telos Capital Management
California
$855K -$22K -291 -3%
FNBOMD
2010
First National Bank of Mount Dora
Florida
$855K +$119K +1,574 +16%
OAM
2011
Occidental Asset Management
California
$851K +$5.97K +79 +0.7%
GIA
2012
GHP Investment Advisors
Colorado
$851K -$16.9K -223 -2%
FWA
2013
FSM Wealth Advisors
Ohio
$851K +$65.4K +865 +8%
MIM
2014
Morningstar Investment Management
Illinois
$849K -$1.38M -18,231 -62%
RAM
2015
Redmond Asset Management
Virginia
$848K +$3.02K +40 +0.4%
PWMG
2016
Prestige Wealth Management Group
New Jersey
$847K +$1.13K +15 +0.1%
AAM
2017
Alken Asset Management
United Kingdom
$847K – – –
OWA
2018
Opal Wealth Advisors
New York
$846K +$41.4K +548 +5%
MCWS
2019
McKinley Carter Wealth Services
West Virginia
$845K +$49.7K +657 +6%
ZF
2020
Zhang Financial
Michigan
$844K -$7.11K -94 -0.8%
MFWP
2021
Mosaic Family Wealth Partners
Missouri
$843K +$71.8K +950 +9%
AP
2022
Atwood & Palmer
Missouri
$842K -$26.5K -350 -3%
VCM
2023
Virtue Capital Management
Tennessee
$841K +$74.8K +990 +10%
AIIMS
2024
Analyst IMS Investment Management Services
Israel
$841K +$451K +5,964 +117%
WFM
2025
Wolff Financial Management
Michigan
$841K – – –
79 80
81
82 83