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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2001
Wedge Capital Management
North Carolina
$1.59M +$87.5K +325 +6%
HCM
2002
HMS Capital Management
Tennessee
$1.58M -$275K -1,020 -16%
FFG
2003
Frisch Financial Group
New York
$1.58M -$40.1K -149 -3%
VSWA
2004
Vontobel Swiss Wealth Advisors
Switzerland
$1.58M -$444K -1,649 -24%
FFA
2005
Founders Financial Alliance
North Carolina
$1.57M -$123K -456 -8%
PL
2006
Plancorp LLC
Missouri
$1.57M -$65.4K -243 -4%
GIM
2007
Guild Investment Management
California
$1.57M -$566K -2,101 -28%
GIM
2008
Goelzer Investment Management
Indiana
$1.57M -$28K -104 -2%
SIA
2009
Soltis Investment Advisors
Utah
$1.57M +$565K +2,097 +65%
PCM
2010
Pennsylvania Capital Management
Pennsylvania
$1.56M – – –
PC
2011
Provenire Capital
Minnesota
$1.56M -$1.87M -6,939 -57%
JWM
2012
Jeppson Wealth Management
California
$1.56M -$23.7K -88 -2%
PWMAG
2013
Pinnacle Wealth Management Advisory Group
New Jersey
$1.56M +$19.9K +74 +1%
TLCM
2014
Twin Lakes Capital Management
California
$1.55M -$7K -26 -0.5%
EFSCE
2015
Enterprise Financial Services Corp (EFSC)
Missouri
$1.55M +$2.69K +10 +0.2%
SVWAG
2016
Sound View Wealth Advisors Group
Georgia
$1.54M -$539 -2 -0%
MA
2017
MONECO Advisors
Connecticut
$1.54M +$24.2K +90 +2%
BL
2018
Balentine LLC
Georgia
$1.53M +$159K +592 +13%
VWM
2019
Vigilare Wealth Management
Arizona
$1.53M -$628K -2,332 -31%
PCM
2020
Parsons Capital Management
Rhode Island
$1.53M +$3.77K +14 +0.3%
SC
2021
Sierra Capital
Florida
$1.52M +$1.39M +5,162 New
ADMI
2022
Albert D. Mason Inc
Massachusetts
$1.51M -$16.2K -60 -1%
MCM
2023
Mengis Capital Management
Oregon
$1.51M -$135K -500 -9%
SSCA
2024
South Shore Capital Advisors
Massachusetts
$1.51M -$156K -578 -10%
JPC
2025
Jabodon PT Co
Nevada
$1.5M -$37.7K -140 -3%
79 80
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