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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2001
Pursue Wealth Partners
California
$1.93M +$729K +2,240 +70%
BEC
2002
Blue Edge Capital
Virginia
$1.93M +$1.77M +5,447 New
LIM
2003
Leavell Investment Management
Alabama
$1.92M +$172K +529 +11%
TF
2004
TLWM Financial
Texas
$1.92M -$805K -2,473 -31%
EAM
2005
Eschler Asset Management
United Kingdom
$1.92M +$23.1K +71 +1%
AFP
2006
Ausdal Financial Partners
Iowa
$1.92M +$44K +135 +3%
APW
2007
Austin Private Wealth
Texas
$1.91M +$593K +1,820 +51%
AWM
2008
Angeles Wealth Management
California
$1.91M +$170K +522 +11%
PCG
2009
Prosperity Consulting Group
Maryland
$1.91M +$863K +2,651 +96%
LCM
2010
Landscape Capital Management
New Jersey
$1.91M +$118K +361 +7%
PIM
2011
Penobscot Investment Management
Massachusetts
$1.91M +$127K +390 +8%
CPIM
2012
Coalescence Partners Investment Management
New York
$1.91M +$1.76M +5,400 New
CIA
2013
Cape Investment Advisory
Georgia
$1.91M +$56.3K +173 +3%
OIS
2014
Okabena Investment Services
Minnesota
$1.9M +$907K +2,784 +107%
HCM
2015
Highview Capital Management
Illinois
$1.9M +$1.04M +3,187 +145%
WAM
2016
Weinberger Asset Management
California
$1.9M +$56K +172 +3%
SJIM
2017
St. Johns Investment Management
Florida
$1.9M +$32.9K +101 +2%
IWA
2018
Icon Wealth Advisors
Texas
$1.9M +$1.74M +5,354 New
RMA
2019
Roffman Miller Associates
Pennsylvania
$1.89M +$138K +425 +9%
CCM
2020
Chickasaw Capital Management
Tennessee
$1.89M +$1.74M +5,345 New
PFBT
2021
Parkside Financial Bank & Trust
Missouri
$1.89M +$205K +628 +13%
UCB
2022
United Community Bank
South Carolina
$1.89M -$9.12K -28 -0.5%
WCM
2023
Washburn Capital Management
Florida
$1.89M +$221K +680 +15%
SAM
2024
Smartleaf Asset Management
Massachusetts
$1.89M +$1.8M +5,519 New
FFG
2025
Frisch Financial Group
New York
$1.88M -$8.47K -26 -0.5%
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