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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
2001
Ignite Planners
California
$1.04M +$55.2K +627 +6%
AIIMS
2002
Analyst IMS Investment Management Services
Israel
$1.04M -$811K -9,200 -46%
FIBOI
2003
First International Bank of Israel
$1.04M -$73K -829 -7%
CWM
2004
Cedar Wealth Management
California
$1.04M +$948K +10,754 +17,923%
HIC
2005
Holderness Investments Company
North Carolina
$1.04M -$192K -2,177 -17%
NIP
2006
Nicholas Investment Partners
California
$1.04M +$367K +4,169 +63%
CCA
2007
Coign Capital Advisors
Utah
$1.04M +$51.9K +589 +6%
CAWM
2008
Capital Advisors Wealth Management
Washington
$1.04M -$850K -9,645 -47%
SCM
2009
Saxony Capital Management
Missouri
$1.03M +$87.5K +993 +10%
VCM
2010
Voleon Capital Management
California
$1.03M -$5.18M -58,735 -85%
OWG
2011
Oxford Wealth Group
Florida
$1.03M -$3.08K -35 -0.3%
NCM
2012
Neumann Capital Management
California
$1.03M +$2.64K +30 +0.3%
E
2013
Evansbrook
Illinois
$1.03M +$37K +420 +4%
V
2014
ViaWealth
Kansas
$1.03M -$21.1K -239 -2%
FCM
2015
Fire Capital Management
California
$1.03M -$7.93K -90 -0.8%
UAG
2016
United Advisor Group
Ohio
$1.03M +$15.1K +171 +2%
OPW
2017
Osprey Private Wealth
New York
$1.02M +$608K +6,900 +184%
AWMT
2018
AAFMAA Wealth Management & Trust
North Carolina
$1.02M -$1.13M -12,780 -55%
CWA
2019
Clarity Wealth Advisors
California
$1.02M +$22.5K +255 +2%
MIM
2020
Merrion Investment Management
New Jersey
$1.02M -$88.1K -1,000 -9%
TPW
2021
Tiller Private Wealth
Pennsylvania
$1.02M +$671K +7,620 +256%
RMAM
2022
Raab & Moskowitz Asset Management
New Jersey
$1.02M – – –
MAWCM
2023
Mine & Arao Wealth Creation & Management
California
$1.02M +$62.9K +714 +7%
PG
2024
Prostatis Group
Maryland
$1.02M +$113K +1,284 +14%
MIA
2025
MainStreet Investment Advisors
Illinois
$1.02M +$269K +3,050 +41%
79 80
81
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