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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2001
One Capital Management
California
$437K +$50.2K +144 +13%
SIGI
2002
Susquehanna International Group (Ireland)
Ireland
$437K +$215K +616 +101%
EWM
2003
Evermay Wealth Management
Virginia
$435K – – –
FWP
2004
Firethorn Wealth Partners
Georgia
$432K +$48.1K +138 +13%
NB
2005
NBT Bank
New York
$431K – – –
XWM
2006
Xcel Wealth Management
Florida
$430K +$3.14K +9 +0.8%
SAM
2007
Summit Asset Management
Tennessee
$429K -$16.4K -47 -4%
FFW
2008
Fusion Family Wealth
New York
$429K – – –
SAMT
2009
Select Asset Management & Trust
Pennsylvania
$428K -$172K -494 -29%
MIM
2010
Moseley Investment Management
Florida
$428K -$12.6K -36 -3%
CHA
2011
Carmichael Hill & Associates
Maryland
$426K +$349 +1 +0.1%
PIM
2012
Profit Investment Management
Maryland
$425K – – –
SCI
2013
S&CO Inc
Massachusetts
$425K – – –
WCM
2014
Wallace Capital Management
Texas
$425K – – –
CL
2015
Choreo LLC
Illinois
$424K +$2.09K +6 +0.5%
BFG
2016
Berger Financial Group
Minnesota
$424K +$121K +348 +41%
TSS
2017
Two Sigma Securities
New York
$424K +$416K +1,191 New
BL
2018
Balentine LLC
Georgia
$423K +$60.7K +174 +17%
LAM
2019
LifePro Asset Management
California
$422K -$28.3K -81 -6%
MSFP
2020
Mark Sheptoff Financial Planning
Connecticut
$422K +$349 +1 +0.1%
CIA
2021
Citadel Investment Advisory
Ohio
$420K -$12.2K -35 -3%
CC
2022
Courier Capital
New York
$419K +$5.93K +17 +1%
DWP
2023
Destiny Wealth Partners
Florida
$418K -$154K -440 -27%
SPIO
2024
Seven Post Investment Office
California
$415K -$20.9K -60 -5%
CCM
2025
Crew Capital Management
Ohio
$414K +$406K +1,163 New
79 80
81
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