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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2001
Meeder Asset Management
Ohio
$76K +$31K +334 +49%
CB
2002
Centennial Bank
Arkansas
$75.4K – – –
MFG
2003
Mendota Financial Group
Wisconsin
$71.3K – – –
UCB
2004
United Community Bank
South Carolina
$70.8K – – –
DAM
2005
Delta Asset Management
Tennessee
$70.3K – – –
RA
2006
Rise Advisors
New York
$69.1K -$18.7K -201 -18%
EWP
2007
Elevation Wealth Partners
California
$68K -$5.48K -59 -6%
GKIM
2008
GW&K Investment Management
Massachusetts
$66K +$15.2K +164 +23%
JWA
2009
JFS Wealth Advisors
Pennsylvania
$65.5K -$7.9K -85 -9%
GC
2010
Gould Capital
Washington
$63.8K +$2.32K +25 +3%
PWA
2011
Provenance Wealth Advisors
Florida
$62.9K -$12.2K -131 -14%
TIM
2012
Thompson Investment Management
Wisconsin
$62.8K – – –
CSWM
2013
Cassady Schiller Wealth Management
Ohio
$62K – – –
SWC
2014
Spectrum Wealth Counsel
Indiana
$62K -$79.6K -856 -51%
WWM
2015
Wolff Wiese Magana
California
$61.4K +$74.5K +802 +6,169%
MRCM
2016
M&R Capital Management
New Jersey
$60.7K – – –
MCA
2017
Maryland Capital Advisors
Maryland
$60.3K – – –
PCC
2018
Park Circle Company
Maryland
$60.3K – – –
IRAG
2019
Investment Research & Advisory Group
Georgia
$57.6K -$76.8K -826 -52%
TIM
2020
Tortoise Investment Management
New York
$55.6K -$1.86K -20 -3%
GFPC
2021
Global Financial Private Client
Florida
$54.8K – – –
SIS
2022
Sound Income Strategies
Florida
$54.4K +$1.95K +21 +3%
RFA
2023
Register Financial Advisors
Georgia
$52.8K – – –
SOAMC
2024
Spirit of America Management Corp
New York
$52.8K – – –
CA
2025
Continuum Advisory
Idaho
$52.1K +$4.09K +44 +7%
79 80
81
82 83