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Name Holding Trade Value Shares
Change 		Change in
Stake
FNA
2001
First National Advisers
Nebraska
$12M +$5.68M +17,202 +83%
SAM
2002
Selway Asset Management
$11.9M -$296K -895 -2%
PP
2003
PDS Planning
Ohio
$11.9M +$117K +355 +0.9%
AWM
2004
Aries Wealth Management
Maine
$11.9M +$331K +1,002 +3%
VBFG
2005
Vishria Bird Financial Group
Tennessee
$11.9M -$8.26K -25 -0.1%
MWA
2006
Moser Wealth Advisors
Washington
$11.9M -$10.2K -31 -0.1%
HCM
2007
Hall Capital Management
Rhode Island
$11.9M -$2.06M -6,231 -14%
M
2008
Mirova
France
$11.9M -$2.81M -8,509 -18%
PTP
2009
Platform Technology Partners
New York
$11.9M +$175K +529 +1%
TIM
2010
Tikehau Investment Management
France
$11.9M -$1.53M -4,641 -11%
NP
2011
Nilsine Partners
Colorado
$11.9M +$601K +1,820 +5%
FNWM
2012
Financial Network Wealth Management
Utah
$11.8M -$330 -1 -0%
PCA
2013
Providence Capital Advisors
North Carolina
$11.8M -$29.1K -88 -0.2%
BC
2014
Belmont Capital
California
$11.8M -$910K -2,754 -7%
SF
2015
Symphony Financial
Texas
$11.8M +$633K +1,916 +6%
PFA
2016
Pure Financial Advisors
California
$11.8M +$1.21M +3,659 +11%
TPA
2017
Trivium Point Advisory
Connecticut
$11.8M +$26.4K +80 +0.2%
MPIM
2018
McGinn Penninger Investment Management
Virginia
$11.8M -$637K -1,927 -5%
SEC
2019
Seven Eight Capital
New York
$11.8M +$5.25M +15,879 +74%
MYIA
2020
Mount Yale Investment Advisors
Colorado
$11.7M +$149K +452 +1%
PAM
2021
Pegasus Asset Management
New York
$11.7M +$21.1K +64 +0.2%
GSEP
2022
Golden State Equity Partners
California
$11.7M +$164K +497 +1%
UCMOK
2023
United Capital Management of KS
Kansas
$11.7M -$53.5K -162 -0.4%
NA
2024
Nordwand Advisors
Pennsylvania
$11.7M -$1.69M -5,115 -12%
VAS
2025
Vestmark Advisory Solutions
Massachusetts
$11.7M -$31.3M -94,759 -72%
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