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Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
2001
Money Concepts Capital
Florida
$1.36M -$6.71K -12 -0.5%
WCM
2002
Whitener Capital Management
North Carolina
$1.36M – – –
CSIC
2003
Clifford Swan Investment Counsel
California
$1.36M -$4.47K -8 -0.3%
PAG
2004
Private Advisory Group
Washington
$1.36M +$655K +1,171 +97%
PTC
2005
Provident Trust Company
Wisconsin
$1.36M – – –
AP
2006
Anchyra Partners
Georgia
$1.36M +$1.33M +2,380 New
SSWM
2007
Sheets Smith Wealth Management
North Carolina
$1.36M -$477K -854 -26%
PSP
2008
Principal Street Partners
Tennessee
$1.35M -$128K -229 -9%
CP
2009
Castleview Partners
Texas
$1.35M +$54.2K +97 +4%
TNBTD
2010
Trustmark National Bank Trust Department
Mississippi
$1.35M +$36.3K +65 +3%
CFP
2011
Cascade Financial Partners
California
$1.34M – – –
ECM
2012
Ethos Capital Management
Pennsylvania
$1.34M +$1.31M +2,352 New
TAFW
2013
Tred Avon Family Wealth
Maryland
$1.34M -$2.24K -4 -0.2%
CWP
2014
Core Wealth Partners
California
$1.34M +$35.8K +64 +3%
LCWP
2015
Legacy Capital Wealth Partners
Arkansas
$1.33M +$76.6K +137 +6%
DA
2016
Detalus Advisors
Missouri
$1.33M -$17.3K -31 -1%
CIC
2017
Crawford Investment Counsel
Georgia
$1.33M +$69.3K +124 +6%
GWANC
2018
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.33M -$40.8K -73 -3%
MW
2019
Marble Wealth
Alabama
$1.33M +$1.3M +2,327 New
CCP
2020
Cassia Capital Partners
North Carolina
$1.33M -$28K -50 -2%
BWM
2021
BNC Wealth Management
Oregon
$1.32M -$184K -329 -12%
ACM
2022
Aster Capital Management
United Arab Emirates
$1.32M +$1.11M +1,991 +626%
SCM
2023
Schnieders Capital Management
California
$1.32M -$134K -240 -9%
ICP
2024
Impact Capital Partners
Colorado
$1.32M -$10.1K -18 -0.8%
SRS
2025
Strong Retirement Solutions
Washington
$1.32M +$1.29M +2,307 New
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