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Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
2001
Naples Global Advisors
Florida
$944K -$98.3K -215 -10%
WOC
2002
West Oak Capital
California
$944K – – –
SAMT
2003
Select Asset Management & Trust
Pennsylvania
$943K – – –
BCM
2004
Boltwood Capital Management
California
$941K -$2.74K -6 -0.3%
TCB
2005
Texas Capital Bancshares
Texas
$941K -$97.8K -214 -10%
MA
2006
MJP Associates
Connecticut
$940K +$510K +1,115 +133%
MIM
2007
Morningstar Investment Management
Illinois
$940K – – –
EGA
2008
E&G Advisors
Texas
$937K +$51.7K +113 +6%
CMTU
2009
Capital Markets Trading (UK)
United Kingdom
$936K +$617K +1,350 +228%
GCM
2010
Gladius Capital Management
Illinois
$935K +$563K +1,232 +174%
ECA
2011
Elevated Capital Advisors
Utah
$935K +$51.7K +113 +6%
RCM
2012
Radnor Capital Management
Pennsylvania
$933K – – –
HWM
2013
Hemington Wealth Management
Virginia
$932K -$142K -311 -14%
TF
2014
Trek Financial
Arizona
$932K +$251K +548 +40%
PWLP
2015
Prio Wealth Limited Partnership
Massachusetts
$931K -$163K -356 -16%
MAM
2016
MWA Asset Management
Massachusetts
$930K +$2.29K +5 +0.3%
GWANC
2017
Guardian Wealth Advisors (North Carolina)
North Carolina
$925K -$14.6K -32 -2%
IGWM
2018
ICA Group Wealth Management
Colorado
$924K +$61.7K +135 +8%
MCM
2019
Monument Capital Management
Virginia
$923K -$53.9K -118 -6%
KWM
2020
Kanen Wealth Management
Florida
$923K +$457K +1,000 +100%
SWP
2021
Strategic Wealth Partners
Ohio
$920K +$19.7K +43 +2%
WW
2022
Waterfront Wealth
Kansas
$919K -$29.7K -65 -3%
JWWM
2023
Johnson & White Wealth Management
Pennsylvania
$919K +$16.5K +36 +2%
DI
2024
DDFG Inc
California
$918K – – –
SCM
2025
Schnieders Capital Management
California
$918K +$457 +1 +0.1%
79 80
81
82 83