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Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
2001
Zions Bancorporation
Utah
$75.6K -$15.3K -195 -19%
GC
2002
Gould Capital
Washington
$74.8K – – –
PWA
2003
Provenance Wealth Advisors
Florida
$73.8K – – –
TIM
2004
Thompson Investment Management
Wisconsin
$73.6K – – –
CSWM
2005
Cassady Schiller Wealth Management
Ohio
$72.1K -$549 -7 -0.9%
WWM
2006
Wolff Wiese Magana
California
$72K – – –
MRCM
2007
M&R Capital Management
New Jersey
$71.2K – – –
MCA
2008
Maryland Capital Advisors
Maryland
$70.7K – – –
PCC
2009
Park Circle Company
Maryland
$70.7K – – –
HFM
2010
Harvest Fund Management
China
$70K +$53.6K +683 +599%
FMB
2011
Field & Main Bank
Kentucky
$69.8K -$35.4K -451 -36%
SC
2012
Stephens Consulting
Michigan
$67.9K +$10K +128 +20%
BCMLT
2013
Beacon Capital Management LLC (Tennessee)
Tennessee
$67.8K +$11.8K +151 +25%
IRAG
2014
Investment Research & Advisory Group
Georgia
$67.5K – – –
WOC
2015
West Oak Capital
California
$67.3K -$131K -1,670 -69%
CYG
2016
Clean Yield Group
Vermont
$61.9K -$52.9K -675 -49%
TIM
2017
Tortoise Investment Management
New York
$61.4K -$3.37K -43 -6%
VWM
2018
Valley Wealth Managers
New Jersey
$61.4K +$54.3K +693 +69,300%
MAM
2019
Meeder Asset Management
Ohio
$61.2K -$24.9K -317 -31%
FPB
2020
First PREMIER Bank
South Dakota
$61K +$47.1K +600 +667%
TCM
2021
Tradewinds Capital Management
Washington
$59K -$180K -2,293 -77%
SIS
2022
Sound Income Strategies
Florida
$57.4K -$5.57K -71 -10%
DF
2023
DecisionPoint Financial
Arizona
$56.6K – – –
KFI
2024
Key Financial Inc
Pennsylvania
$56.2K -$30.1K -384 -38%
FP
2025
Financial Perspectives
Minnesota
$55.9K +$157 +2 +0.3%
79 80
81
82 83