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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2001
Sugarloaf Wealth Management
Georgia
$299K -$3.95K -35 -1%
TGAM
2002
TBH Global Asset Management
Tennessee
$299K +$289K +2,560 New
IG
2003
Ithaka Group
Virginia
$298K – – –
KCFA
2004
Key Client Fiduciary Advisors
New Jersey
$298K +$288K +2,552 New
LF
2005
Lantz Financial
Illinois
$297K +$4.74K +42 +2%
FFG
2006
Frisch Financial Group
New York
$297K +$18.2K +161 +7%
WLPWM
2007
Walled Lake Planning & Wealth Management
Illinois
$296K +$225 +2 +0.1%
TF
2008
TimeScale Financial
Massachusetts
$296K +$1.35K +12 +0.5%
ORC
2009
O'Rourke & Company
Massachusetts
$296K +$285K +2,529 New
CPA
2010
Clear Perspective Advisors
Illinois
$296K +$286K +2,533 New
AWAG
2011
ARS Wealth Advisors Group
Florida
$294K -$70.4K -624 -20%
OWM
2012
Opes Wealth Management
California
$293K +$16.3K +145 +6%
PCMC
2013
Private Capital Management (Colorado)
Colorado
$292K -$789 -7 -0.3%
JFA
2014
Johanson Financial Advisors
California
$292K +$1.24K +11 +0.4%
HWM
2015
Horizon Wealth Management
Illinois
$292K +$281K +2,493 New
LFM
2016
LGT Fund Management
Liechtenstein
$292K +$282K +2,500 New
TWM
2017
Titus Wealth Management
California
$291K -$11.2K -99 -4%
WPWM
2018
Western Pacific Wealth Management
Illinois
$289K +$279K +2,472 New
ESBC
2019
E.S. Barr & Co
Kentucky
$288K – – –
GCM
2020
G2 Capital Management
Ohio
$287K +$277K +2,454 New
ACM
2021
AUA Capital Management
Pennsylvania
$286K +$14.1K +125 +5%
OIM
2022
Oder Investment Management
California
$285K -$513K -4,552 -65%
IRC
2023
Investors Research Corp
Georgia
$284K – – –
PL
2024
Plancorp LLC
Missouri
$284K +$59.3K +526 +28%
GJCM
2025
Grand Jean Capital Management
California
$283K +$113 +1 +0%
79 80
81
82 83