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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2001
Robbins Farley
New Hampshire
$7.72M -$443K -4,379 -7%
MWA
2002
Miller Wealth Advisors
Colorado
$7.69M +$4.16M +41,191 +196%
OC
2003
Optimas Capital
Hong Kong
$7.67M -$11.2M -110,513 -91%
SI
2004
Shaker Investments
Ohio
$7.67M +$1.57M +15,568 +33%
DL
2005
DOHJ LLC
Washington
$7.64M -$735K -7,266 -11%
ACM
2006
Alpha Capital Management
Texas
$7.63M +$1.62M +16,045 +35%
BWM
2007
Blossom Wealth Management
California
$7.63M +$23.8K +235 +0.4%
FC
2008
Fairscale Capital
New Hampshire
$7.62M +$6.1M +60,321 New
CWM
2009
Cabot Wealth Management
Massachusetts
$7.62M -$33.1K -327 -0.5%
CSIC
2010
Clifford Swan Investment Counsel
California
$7.6M +$111K +1,098 +2%
OWMIAS
2011
One Wealth Management Investment & Advisory Services
Florida
$7.6M +$41.1K +407 +0.7%
CWS
2012
Confluence Wealth Services
Pennsylvania
$7.59M +$157K +1,555 +3%
AWP
2013
Ascent Wealth Partners
New York
$7.58M +$173K +1,712 +3%
PIMG
2014
Patriot Investment Management Group
Tennessee
$7.58M -$1.1M -10,853 -15%
BIMC
2015
Benson Investment Management Company
Virginia
$7.57M -$2.36M -23,320 -28%
V
2016
ViaWealth
Kansas
$7.56M -$463K -4,583 -7%
KNW
2017
Kesler Norman & Wride
Utah
$7.53M +$626K +6,188 +11%
RBC
2018
Romano Brothers & Co
Illinois
$7.53M -$39K -386 -0.6%
WWM
2019
Wolff Wiese Magana
California
$7.53M -$37.8K -374 -0.6%
ACM
2020
Arlington Capital Management
Illinois
$7.51M +$378K +3,736 +7%
LCM
2021
LCM Capital Management
Illinois
$7.5M +$262K +2,587 +4%
TFGT
2022
TS Financial Group (TSFG)
Illinois
$7.49M +$651K +6,436 +12%
CCM
2023
Chickasaw Capital Management
Tennessee
$7.48M +$36K +356 +0.6%
D
2024
Diversified
Delaware
$7.48M +$1.57M +15,531 +35%
HIS
2025
Harvest Investment Services
Illinois
$7.47M -$3.18M -31,407 -34%
79 80
81
82 83