We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
2001
Oak Asset Management
California
$385K +$423K +12,425 New
FHC
2002
First Heartland Consultants
Missouri
$384K +$8.96K +263 +2%
SCM
2003
Seascape Capital Management
New Hampshire
$384K +$226K +6,641 +115%
JF
2004
JSF Financial
California
$383K +$42.2K +1,239 +11%
BHTS
2005
Bar Harbor Trust Services
Maine
$382K -$501K -14,689 -54%
HEIP
2006
Hudson Edge Investment Partners
New Jersey
$382K
CFS
2007
CRA Financial Services
New Jersey
$382K +$85K +2,494 +25%
MPCG
2008
Matrix Private Capital Group
New York
$382K +$144K +4,234 +52%
FUBT
2009
First United Bank & Trust
Maryland
$381K +$34.3K +1,006 +9%
WA1
2010
Wimmer Associates 1
California
$380K +$63.5K +1,864 +18%
MGIA
2011
Moneta Group Investment Advisors
Missouri
$379K -$136K -3,983 -25%
GSWM
2012
Golden State Wealth Management
California
$379K +$158K +4,644 +61%
LC
2013
Lindbrook Capital
California
$378K -$113K -3,306 -21%
MWPCG
2014
Measured Wealth Private Client Group
New Hampshire
$378K -$70.8K -2,077 -15%
NCM
2015
Northside Capital Management
Oregon
$378K
ATWA
2016
Arbor Trust Wealth Advisors
Michigan
$377K
FFS
2017
Founders Financial Securities
Maryland
$375K +$65.2K +1,912 +19%
SM
2018
Sciencast Management
New Jersey
$374K -$398K -11,666 -50%
AIM
2019
Alhambra Investment Management
Florida
$373K -$57K -1,672 -12%
PWM
2020
Paulson Wealth Management
Illinois
$373K +$24.3K +712 +7%
HWM
2021
Howard Wealth Management
Connecticut
$370K -$6.99K -205 -2%
PIA
2022
Pinion Investment Advisors
Kansas
$370K +$38.5K +1,129 +10%
SFI
2023
SPC Financial Inc
Maryland
$368K +$30.2K +885 +8%
AIM
2024
AIA Investment Management
Singapore
$367K +$11K +322 +3%
PCM
2025
Pointe Capital Management
Michigan
$367K +$69.7K +2,046 +21%