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Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
2001
First Command Financial Services
Texas
$553K +$15.1K +45 +3%
BMC
2002
Benin Management Corp
Connecticut
$552K -$50.3K -150 -9%
LFG
2003
Lazard Frères Gestion
France
$550K – – –
TFA
2004
Triad Financial Advisors
North Carolina
$550K +$523K +1,560 New
SSCA
2005
South Shore Capital Advisors
Massachusetts
$548K – – –
MPI
2006
Mairs & Power Inc
Minnesota
$547K – – –
AL
2007
ADE LLC
Maryland
$544K +$10.1K +30 +2%
SC
2008
Sawyer & Company
Massachusetts
$544K +$10.1K +30 +2%
AWM
2009
Activest Wealth Management
Florida
$544K +$52.3K +156 +11%
RFWA
2010
RPg Family Wealth Advisory
Massachusetts
$543K -$4.03K -12 -0.8%
TCM
2011
Tradewinds Capital Management
Washington
$543K -$14.1K -42 -3%
PCA
2012
Peddock Capital Advisors
Massachusetts
$539K -$50.3K -150 -9%
TFO
2013
Tarbox Family Office
California
$538K -$70.4K -210 -12%
NC
2014
NovaPoint Capital
Georgia
$538K +$178K +531 +53%
HCM
2015
Howard Capital Management
Georgia
$537K +$94.6K +282 +22%
DW
2016
Domani Wealth
Pennsylvania
$536K -$17.1K -51 -3%
IIC
2017
Integrated Investment Consultants
Michigan
$536K +$94.6K +282 +23%
NMG
2018
New Millennium Group
Utah
$534K +$508K +1,515 New
WSWA
2019
Warren Street Wealth Advisors
California
$534K +$508K +1,515 New
RPCA
2020
Running Point Capital Advisors
California
$532K -$262K -780 -34%
EGWAG
2021
Elwood & Goetz Wealth Advisory Group
Georgia
$532K -$15.1K -45 -3%
RT
2022
Rockland Trust
Massachusetts
$532K – – –
ACK
2023
Andrew C. Karlinski
$532K +$506K +1,509 New
CAM
2024
CenterStar Asset Management
Illinois
$531K – – –
CCM
2025
Check Capital Management
California
$529K – – –
79 80
81
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