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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2001
Addenda Capital
Quebec, Canada
$7.91M +$354 +3 +0%
RF
2002
Robbins Farley
New Hampshire
$7.9M +$303K +2,566 +4%
WDC
2003
Woodward Diversified Capital
California
$7.9M -$1.93M -16,374 -20%
TWM
2004
TriaGen Wealth Management
California
$7.9M -$3.58M -30,345 -32%
VFM
2005
Viking Fund Management
North Dakota
$7.89M – – –
CSIC
2006
Clifford Swan Investment Counsel
California
$7.88M +$392K +3,320 +5%
CPC
2007
Consolidated Planning Corp
Georgia
$7.87M -$2.28M -19,340 -23%
CPA
2008
Cardiff Park Advisors
California
$7.84M -$677K -5,735 -8%
OL
2009
OneFund LLC
Florida
$7.83M -$23.4K -198 -0.3%
CCWA
2010
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.82M +$202K +1,713 +3%
EDRIA
2011
Edmonds Duncan Registered Investment Advisors
Kansas
$7.8M +$61.9K +524 +9%
MFA
2012
Mayflower Financial Advisors
Massachusetts
$7.8M +$74.2K +628 +1%
SAM
2013
Stansberry Asset Management
Texas
$7.77M +$601K +5,085 +9%
JWM
2014
Jupiter Wealth Management
Colorado
$7.77M +$397K +3,360 +6%
RCA
2015
Roberts Capital Advisors
Colorado
$7.76M +$6.79M +57,492 +900%
BO
2016
Bank OZK
Arkansas
$7.75M -$963K -8,150 -11%
AWP
2017
Ascent Wealth Partners
New York
$7.74M +$279K +2,365 +4%
TPWA
2018
TRUE Private Wealth Advisors
Oregon
$7.73M -$1.56M -13,207 -17%
DC
2019
DeDora Capital
California
$7.71M -$268K -2,267 -3%
SP
2020
Successful Portfolios
Florida
$7.7M -$36K -305 -0.5%
CCAM
2021
Cascades Capital Asset Management
North Carolina
$7.68M +$7.47M +63,264 New
HGERS
2022
Householder Group Estate & Retirement Specialist
Arizona
$7.68M -$4.18M -35,359 -36%
LCM
2023
LCM Capital Management
Illinois
$7.67M +$291K +2,463 +4%
NF
2024
Nikulski Financial
Iowa
$7.67M +$1.01M +8,528 +16%
WCM
2025
Weaver Capital Management
Georgia
$7.65M -$478K -4,044 -6%
79 80
81
82 83