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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
2001
Cedar Brook Financial Partners
Ohio
$1.93M -$139K -386 -6%
DI
2002
DAGCO Inc
Ohio
$1.92M -$52.2K -145 -3%
TEC
2003
Tiger Eye Capital
Tennessee
$1.91M -$9.44M -26,224 -82%
6M
2004
6 Meridian
Kansas
$1.91M -$333K -924 -14%
CCWA
2005
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.91M +$363K +1,009 +22%
MWA
2006
Meridian Wealth Advisors
Texas
$1.91M -$23.4K -65 -1%
PCH
2007
PGIM Custom Harvest
New Jersey
$1.91M +$255K +709 +14%
BOPW
2008
Brandywine Oak Private Wealth
Pennsylvania
$1.91M +$66.6K +185 +3%
IEFM
2009
IQ EQ Fund Management
Ireland
$1.9M -$256K -712 -11%
SAM
2010
Strategy Asset Managers
California
$1.9M -$7.92M -21,981 -80%
CRWM
2011
Castle Rock Wealth Management
California
$1.9M -$803K -2,230 -28%
LCM
2012
Leisure Capital Management
California
$1.9M +$50.8K +141 +3%
ATC
2013
Adirondack Trust Company
New York
$1.89M +$8.28K +23 +0.4%
ACA
2014
Affinity Capital Advisors
California
$1.89M +$69.2K +192 +4%
BIC
2015
Beach Investment Counsel
Pennsylvania
$1.89M -$8.31M -23,063 -81%
CA
2016
Cambridge Advisors
Nebraska
$1.89M -$18K -50 -0.9%
JWCA
2017
J.W. Coons Advisors
Ohio
$1.88M -$54K -150 -3%
GA
2018
Geller Advisors
New York
$1.87M +$13.3K +37 +0.7%
SMH
2019
Sanders Morris Harris
Texas
$1.86M – – –
T
2020
TOBAM
France
$1.86M -$117K -325 -6%
EWA
2021
Evolution Wealth Advisors
Florida
$1.86M +$414K +1,149 +27%
EIM
2022
Essex Investment Management
Massachusetts
$1.86M +$1.44M +4,000 +271%
SIM
2023
SSI Investment Management
California
$1.86M – – –
CWP
2024
Curated Wealth Partners
California
$1.86M – – –
OPWM
2025
Oxinas Partners Wealth Management
Indiana
$1.85M -$303K -841 -13%
79 80
81
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