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TSLA

Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
2001
Meridian Financial Partners
Virginia
$1.01M +$9.94K +33 +1%
AC
2002
Attessa Capital
Arizona
$1.01M +$11.1K +37 +1%
CCP
2003
Clarkston Capital Partners
Michigan
$1.01M – – –
CMI
2004
Clare Market Investments
Texas
$1.01M -$753K -2,499 -44%
FWA
2005
Flagship Wealth Advisors
Massachusetts
$1.01M +$20.5K +68 +2%
QC
2006
Quantessence Capital
New York
$1.01M +$954K +3,167 New
CF
2007
Cyr Financial
Illinois
$1.01M +$384K +1,274 +67%
TCM
2008
Tran Capital Management
California
$1.01M – – –
ICM
2009
IMS Capital Management
Oregon
$1M +$953K +3,163 New
RCS
2010
Retirement Capital Strategies
California
$1M – – –
EIG
2011
Ellenbecker Investment Group
Wisconsin
$1M +$182K +605 +24%
SL
2012
Summitry LLC
California
$1M +$34.3K +114 +4%
IWM
2013
Integris Wealth Management
California
$1M +$82.9K +275 +10%
ME
2014
McIlrath & Eck
Washington
$1M -$293K -974 -24%
OFO
2015
OneAscent Family Office
Alabama
$1M -$105K -350 -10%
HVCM
2016
Hel Ved Capital Management
Hong Kong
$1,000K -$318K -1,057 -25%
AAS
2017
Annex Advisory Services
Wisconsin
$1,000K +$4.22K +14 +0.4%
LPP
2018
Life Planning Partners
Florida
$999K +$16.9K +56 +2%
FFS
2019
Fortress Financial Solutions
Arizona
$999K +$69K +229 +8%
WIM
2020
Westside Investment Management
California
$995K +$39.5K +131 +4%
IA
2021
IFG Advisors
Missouri
$995K +$73.8K +245 +8%
PMG
2022
Private Management Group
California
$994K +$943K +3,130 New
CFO
2023
Custos Family Office
Texas
$994K +$38K +126 +4%
CIS
2024
Custom Index Systems
New York
$993K -$78K -259 -8%
CRCM
2025
Crystal Rock Capital Management
Illinois
$993K -$24.1K -80 -2%
79 80
81
82 83