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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2001
Allred Capital Management
Texas
$311K +$326K +2,360 New
CAN
2002
Claraphi Advisory Network
United States
$309K +$9.39K +68 +3%
ZF
2003
Zhang Financial
Michigan
$309K +$70.2K +508 +28%
CIA
2004
Choate Investment Advisors
Massachusetts
$307K -$11.6K -84 -3%
AIA
2005
Alera Investment Advisors
Illinois
$306K +$321K +2,322 New
WIP
2006
Wellesley Investment Partners
Massachusetts
$305K -$13.8K -100 -4%
TVAMP
2007
Tennessee Valley Asset Management Partners
Tennessee
$305K +$319K +2,312 New
BCM
2008
Breiter Capital Management
Florida
$304K +$414 +3 +0.1%
MLIC
2009
Mandatum Life Insurance Company
Finland
$303K -$96.7K -700 -23%
AF
2010
Allworth Financial
California
$302K +$84.2K +610 +36%
CAM
2011
Claret Asset Management
Quebec, Canada
$301K +$40.5K +293 +15%
SFWA
2012
Summit Financial Wealth Advisors
Louisiana
$300K – – –
SIM
2013
Sterling Investment Management
Arizona
$296K – – –
BFG
2014
Barber Financial Group
Kansas
$295K – – –
PP
2015
PagnatoKarp Partners
Virginia
$295K +$38.4K +278 +14%
GWM
2016
Greenwich Wealth Management
Connecticut
$293K +$19.3K +140 +7%
BFC
2017
Bedel Financial Consulting
Indiana
$289K +$18.4K +133 +6%
BWM
2018
Baystate Wealth Management
Massachusetts
$288K +$138 +1 +0%
1IA
2019
1834 Investment Advisors
Wisconsin
$287K – – –
NG
2020
Northstar Group
New York
$287K – – –
HIS
2021
Horizon Investment Services
Indiana
$286K – – –
MIG
2022
McGuire Investment Group
Rhode Island
$286K – – –
FC
2023
Fayerweather Charles
$285K -$20.7K -150 -6%
SMH
2024
Sanders Morris Harris
Texas
$285K – – –
FA
2025
Fortis Advisors
Pennsylvania
$284K – – –
79 80
81
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