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Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
2001
Benchmark Investment Advisors
Illinois
$2.82M +$103K +232 +4%
MW
2002
Marcum Wealth
Ohio
$2.82M +$58K +130 +2%
AAB
2003
ABN AMRO Bank
Netherlands
$2.82M +$7.58K +17 +0.3%
TA
2004
Tactive Advisors
Florida
$2.81M +$2.29M +5,132 +772%
CE
2005
Cornerstone Enterprises
Wisconsin
$2.81M +$2.55M +5,727 New
WJWM
2006
Williams Jones Wealth Management
New York
$2.81M -$113K -253 -4%
ICM
2007
III Capital Management
Florida
$2.81M +$2.58M +5,784 New
PCM
2008
Parsons Capital Management
Rhode Island
$2.81M +$326K +731 +14%
CRI
2009
Colonial River Investments
Virginia
$2.81M +$512K +1,148 +25%
OL
2010
OneFund LLC
Florida
$2.8M -$73.2K -164 -3%
AA
2011
Altman Advisors
Illinois
$2.79M -$389K -872 -13%
PRA
2012
Pine Ridge Advisers
New York
$2.78M – – –
MCWS
2013
McKinley Carter Wealth Services
West Virginia
$2.78M +$125K +281 +5%
PB
2014
Pinnacle Bancorp
Nebraska
$2.78M +$1.78K +4 +0.1%
MCA
2015
Magnolia Capital Advisors
Mississippi
$2.78M +$625K +1,401 +32%
CI
2016
Centerstone Investors
New York
$2.78M – – –
CCWM
2017
Cassaday & Co Wealth Management
Virginia
$2.78M +$337K +755 +15%
BAM
2018
Byrne Asset Management
New Jersey
$2.78M -$311K -698 -11%
AB
2019
Atlas Brown
Kentucky
$2.77M +$37.9K +85 +2%
SCI
2020
S&CO Inc
Massachusetts
$2.77M – – –
MWS
2021
Maxwell Wealth Strategies
California
$2.76M +$1.85M +4,148 +236%
QC
2022
Quent Capital
New York
$2.76M +$195K +438 +8%
LAI
2023
Legal Advantage Investments
California
$2.75M -$190K -425 -7%
BZWA
2024
Blue Zone Wealth Advisors
California
$2.75M -$256K -574 -9%
MPA
2025
Marvin & Palmer Associates
Delaware
$2.74M +$2.52M +5,650 New
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