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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2001
Tanager Wealth Management
United Kingdom
$5.35M +$123K +199 +3%
GAM
2002
Griffin Asset Management
New York
$5.35M -$68.6K -111 -2%
WAS
2003
Winch Advisory Services
Wisconsin
$5.34M -$47.6K -77 -1%
DWA
2004
Douglass Winthrop Advisors
New York
$5.34M +$440K +712 +11%
LS
2005
Leelyn Smith
Illinois
$5.34M +$162K +262 +4%
ACA
2006
Affinity Capital Advisors
California
$5.33M +$803K +1,300 +22%
AGA
2007
Accuvest Global Advisors
Utah
$5.33M +$358K +579 +9%
LI
2008
LRI Investments
Florida
$5.33M -$33.4K -54 -0.2%
SCM
2009
Sterneck Capital Management
Missouri
$5.32M -$35.2K -57 -0.8%
FI
2010
Finivi Inc
Massachusetts
$5.32M +$56.2K +91 +1%
EFSCE
2011
Enterprise Financial Services Corp (EFSC)
Missouri
$5.32M +$538K +870 +14%
TF
2012
Telligent Fund
Hong Kong
$5.31M -$1.73M -2,800 -28%
PWS
2013
Precision Wealth Strategies
Missouri
$5.31M +$177K +287 +4%
FIB
2014
First Interstate Bank
Montana
$5.31M -$41.4K -67 -0.9%
VCM
2015
Versant Capital Management
Arizona
$5.3M +$491K +794 +12%
EWA
2016
Evolution Wealth Advisors
Florida
$5.3M +$76.6K +124 +2%
HBT
2017
Heartland Bank & Trust
Illinois
$5.3M -$122K -198 -3%
I
2018
INVST
Indiana
$5.3M +$147K +238 +3%
SAW
2019
Signal Advisors Wealth
Michigan
$5.29M +$1.37M +2,222 +45%
AIC
2020
Archer Investment Corporation
Indiana
$5.28M -$120K -194 -3%
FPCP
2021
Fort Point Capital Partners
California
$5.28M +$211K +342 +5%
MFA
2022
Mayflower Financial Advisors
Massachusetts
$5.28M +$13.6K +22 +0.3%
RMA
2023
Roffman Miller Associates
Pennsylvania
$5.27M +$8.65K +14 +0.2%
MCC
2024
Malaga Cove Capital
California
$5.27M -$80.9K -131 -2%
FCM
2025
Firestone Capital Management
Florida
$5.26M -$205K -331 -4%
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