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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2001
Weaver Capital Management
Georgia
$5.41M +$1.19M +1,780 +28%
CQWA
2002
Chokshi & Queen Wealth Advisors
California
$5.4M +$1.68M +2,520 +44%
JAM
2003
JCIC Asset Management
Ontario, Canada
$5.4M -$86.1K -129 -2%
SAM
2004
Strategy Asset Managers
California
$5.39M +$686K +1,027 +14%
CCM
2005
Cohen Capital Management
California
$5.37M – – –
BW
2006
BIP Wealth
Georgia
$5.36M +$2.9M +4,340 +115%
ML
2007
McAdam LLC
Pennsylvania
$5.34M +$955K +1,430 +21%
WC
2008
Weil Company
California
$5.33M -$378K -566 -7%
NFG
2009
Northbridge Financial Group
Florida
$5.33M +$5.39M +8,077 New
MCCA
2010
Mill Creek Capital Advisors
Pennsylvania
$5.31M -$365K -547 -6%
WC
2011
Wynn Capital
Georgia
$5.31M -$126K -189 -2%
MCC
2012
Money Concepts Capital
Florida
$5.3M +$467K +700 +10%
VCM
2013
Versant Capital Management
Arizona
$5.3M +$198K +296 +4%
CW
2014
Channel Wealth
California
$5.29M +$1.6M +2,402 +43%
SWA
2015
Sax Wealth Advisors
New Jersey
$5.29M +$1.53M +2,290 +40%
USWG
2016
U.S. Wealth Group
New York
$5.29M -$43.4K -65 -0.8%
WAM
2017
Wakefield Asset Management
Colorado
$5.29M -$37.4K -56 -0.7%
MTWSIF
2018
Mivtachim The Workers Social Insurance Fund
Israel
$5.28M -$11.9M -17,800 -69%
BRCM
2019
Bright Rock Capital Management
Massachusetts
$5.28M – – –
LC
2020
Longitude (Cayman)
Cayman Islands
$5.28M +$5.34M +8,000 New
FBT
2021
First Bankers Trust
Kentucky
$5.28M +$719K +1,077 +16%
KHCM
2022
Kirtland Hills Capital Management
Ohio
$5.27M +$702K +1,051 +15%
FCA
2023
FLC Capital Advisors
California
$5.27M -$95.5K -143 -2%
MAM
2024
MWA Asset Management
Massachusetts
$5.27M +$340K +509 +7%
SFG
2025
Strive Financial Group
Indiana
$5.25M +$5.31M +7,959 New
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