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Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
2001
Quotient Wealth Partners
Texas
$4.75M -$292K -477 -5%
RMA
2002
Roffman Miller Associates
Pennsylvania
$4.75M +$625K +1,022 +14%
CCM
2003
Cohen Capital Management
California
$4.75M +$68.5K +112 +1%
GGI
2004
GPM Growth Investors
Michigan
$4.74M -$605K -990 -11%
SWA
2005
Sax Wealth Advisors
New Jersey
$4.74M +$545K +892 +12%
PWAM
2006
Private Wealth Asset Management
Iowa
$4.73M -$387K -633 -7%
LI
2007
LRI Investments
Florida
$4.73M -$226K -370 -1%
JAM
2008
JCIC Asset Management
Ontario, Canada
$4.72M – – –
CFA
2009
Churchill Financial Advisors
Kentucky
$4.71M – – –
MWM
2010
Maridea Wealth Management
New York
$4.71M +$668K +1,093 +15%
PFA
2011
Perryman Financial Advisory
Texas
$4.7M +$677K +1,107 +15%
CAG
2012
Csenge Advisory Group
Florida
$4.69M +$97.8K +160 +2%
CP
2013
Cornerstone Planning
North Carolina
$4.69M +$33K +54 +0.7%
SAM
2014
Strategy Asset Managers
California
$4.68M -$89.3K -146 -2%
SIA
2015
SGL Investment Advisors
Montana
$4.68M +$18.3K +30 +0.4%
SOS
2016
Silver Oak Securities
Tennessee
$4.67M +$77.7K +127 +2%
TWM
2017
TRB Wealth Management
Texas
$4.67M -$1.11M -1,815 -18%
CCT
2018
Capital City Trust
Florida
$4.67M +$626K +1,023 +14%
LI
2019
LDIC Inc
$4.66M +$5.06M +8,274 New
AA
2020
Altman Advisors
Illinois
$4.65M +$630K +1,031 +14%
BHA
2021
Beech Hill Advisors
New York
$4.65M -$58.7K -96 -1%
MFA
2022
Mayflower Financial Advisors
Massachusetts
$4.64M +$186K +304 +4%
RA
2023
Range Advisory
Virginia
$4.64M +$868K +1,419 +21%
WC
2024
Wynn Capital
Georgia
$4.64M +$81.9K +134 +2%
BW
2025
BIP Wealth
Georgia
$4.63M +$706K +1,154 +16%
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