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Name Holding Trade Value Shares
Change 		Change in
Stake
JA
2001
JLB & Associates
Michigan
$672K -$171K -908 -18%
PSC
2002
Prentiss Smith & Co
Vermont
$671K – – –
STA
2003
Summit Trail Advisors
New York
$669K +$147K +782 +23%
SFWC
2004
Strategic Family Wealth Counselors
New Jersey
$667K -$10.2K -54 -1%
AWE
2005
Avidian Wealth Enterprises
Texas
$666K -$101K -537 -12%
DAM
2006
Delta Asset Management
Tennessee
$666K +$92.3K +490 +13%
GCM
2007
Gladius Capital Management
Illinois
$665K +$777K +4,122 New
MPCG
2008
Matrix Private Capital Group
New York
$664K -$334K -1,775 -30%
BW
2009
Bison Wealth
Georgia
$662K +$41.4K +220 +6%
MSS
2010
Mitchell Sinkler & Starr
Pennsylvania
$661K -$10.4K -55 -1%
JIR
2011
James Investment Research
Ohio
$660K -$103K -545 -12%
BFIM
2012
Beese Fulmer Investment Management
Ohio
$659K +$1.88K +10 +0.2%
CAC
2013
Certified Advisory Corp
Florida
$656K -$27.5K -146 -3%
HPWM
2014
Highland Private Wealth Management
Washington
$656K -$17.7K -94 -2%
OPPTF
2015
OPSEU Pension Plan Trust Fund
Ontario, Canada
$655K +$796K +4,227 New
JA
2016
JOYN Advisors
Georgia
$654K -$1.88K -10 -0.2%
TNBTD
2017
Trustmark National Bank Trust Department
Mississippi
$654K +$67.6K +359 +10%
SIAS
2018
Shine Investment Advisory Services
Colorado
$651K – – –
BC
2019
Brio Consultants
California
$651K +$377 +2 +0%
AFA
2020
Arlington Financial Advisors
California
$650K – – –
NERM
2021
New England Research & Management
Illinois
$650K +$231K +1,225 +44%
MGIA
2022
Moneta Group Investment Advisors
Missouri
$647K -$269K -1,428 -26%
TNA
2023
True North Advisors
Texas
$645K +$188 +1 +0%
ACWM
2024
Adams Chetwood Wealth Management
North Carolina
$641K +$188 +1 +0%
SG
2025
StoneX Group
New York
$634K +$257K +1,365 +53%
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