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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
2001
Hartford Financial Management
Connecticut
$414K -$665 -2 -0.2%
HCP
2002
Hexagon Capital Partners
Arkansas
$414K – – –
CA
2003
Crumly & Associates
Illinois
$413K -$553K -1,661 -57%
BWM
2004
BCS Wealth Management
Tennessee
$411K -$57.2K -172 -13%
FHA
2005
First Horizon Advisors
Tennessee
$411K -$18K -54 -4%
CC
2006
Callan Capital
California
$411K – – –
SIM
2007
Sonora Investment Management
Arizona
$408K +$27.9K +84 +8%
POIA
2008
Pin Oak Investment Advisors
Texas
$407K +$16.3K +49 +4%
VWM
2009
Valley Wealth Managers
New Jersey
$404K -$34.9K -105 -8%
RCA
2010
Rowland Carmichael Advisors
Arizona
$404K +$377K +1,132 New
CCA
2011
Conestoga Capital Advisors
Pennsylvania
$403K -$28.3K -85 -7%
CCB
2012
Cutter & Co Brokerage
Missouri
$403K +$8.32K +25 +2%
TIS
2013
Tortoise Index Solutions
Kansas
$401K +$58.2K +175 +18%
WCWM
2014
Willow Creek Wealth Management
California
$398K +$3.99K +12 +1%
WCA
2015
Westover Capital Advisors
Delaware
$397K -$42.6K -128 -10%
SC
2016
Solstein Capital
California
$397K +$5.32K +16 +1%
LF
2017
Lantz Financial
Illinois
$395K +$38.3K +115 +12%
PA
2018
Prism Advisors
California
$393K – – –
WCM
2019
Wallace Capital Management
Texas
$393K – – –
CT
2020
Chicago Trust
Illinois
$391K -$122K -367 -25%
AWM
2021
Aprio Wealth Management
Georgia
$390K -$5.32K -16 -1%
RW
2022
Rede Wealth
Virginia
$389K +$362K +1,087 New
OCM
2023
One Capital Management
California
$387K +$57.6K +173 +19%
FIM
2024
Fernwood Investment Management
Massachusetts
$385K – – –
FWP
2025
Firethorn Wealth Partners
Georgia
$384K +$358K +1,075 New
79 80
81
82 83