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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2001
Courier Capital
New York
$414K -$13.6K -41 -3%
HFM
2002
Hartford Financial Management
Connecticut
$414K -$665 -2 -0.2%
HCP
2003
Hexagon Capital Partners
Arkansas
$414K – – –
CA
2004
Crumly & Associates
Illinois
$413K -$553K -1,661 -57%
BWM
2005
BCS Wealth Management
Tennessee
$411K -$57.2K -172 -13%
FHA
2006
First Horizon Advisors
Tennessee
$411K -$18K -54 -4%
CC
2007
Callan Capital
California
$411K – – –
SIM
2008
Sonora Investment Management
Arizona
$408K +$27.9K +84 +8%
POIA
2009
Pin Oak Investment Advisors
Texas
$407K +$16.3K +49 +4%
VWM
2010
Valley Wealth Managers
New Jersey
$404K -$34.9K -105 -8%
RCA
2011
Rowland Carmichael Advisors
Arizona
$404K +$377K +1,132 New
CCA
2012
Conestoga Capital Advisors
Pennsylvania
$403K -$28.3K -85 -7%
CCB
2013
Cutter & Co Brokerage
Missouri
$403K +$8.32K +25 +2%
TIS
2014
Tortoise Index Solutions
Kansas
$401K +$58.2K +175 +18%
WCWM
2015
Willow Creek Wealth Management
California
$398K +$3.99K +12 +1%
WCA
2016
Westover Capital Advisors
Delaware
$397K -$42.6K -128 -10%
SC
2017
Solstein Capital
California
$397K +$5.32K +16 +1%
LF
2018
Lantz Financial
Illinois
$395K +$38.3K +115 +12%
PA
2019
Prism Advisors
California
$393K – – –
WCM
2020
Wallace Capital Management
Texas
$393K – – –
CT
2021
Chicago Trust
Illinois
$391K -$122K -367 -25%
AWM
2022
Aprio Wealth Management
Georgia
$390K -$5.32K -16 -1%
RW
2023
Rede Wealth
Virginia
$389K +$362K +1,087 New
OCM
2024
One Capital Management
California
$387K +$57.6K +173 +19%
FIM
2025
Fernwood Investment Management
Massachusetts
$385K – – –
79 80
81
82 83