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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2001
Leisure Capital Management
California
$1.3M +$67.3K +287 +5%
BFA
2002
Beacon Financial Advisory
Ohio
$1.29M – – –
PAMP
2003
Polar Asset Management Partners
Ontario, Canada
$1.29M +$1.36M +5,797 New
FA
2004
Fermata Advisors
California
$1.28M -$49K -209 -3%
GIA
2005
Guyasuta Investment Advisors
Pennsylvania
$1.28M -$44.8K -191 -3%
CCA
2006
Childress Capital Advisors
Texas
$1.28M +$11.5K +49 +0.9%
FNWM
2007
Financial Network Wealth Management
Utah
$1.28M – – –
BOM
2008
Bank of Marin
California
$1.28M +$8.91K +38 +0.7%
ACM
2009
Ativo Capital Management
Illinois
$1.28M -$210K -895 -14%
PFA
2010
Professional Financial Advisors
Nebraska
$1.28M +$354K +1,510 +36%
FFG
2011
Ford Financial Group
California
$1.27M -$30.5K -130 -2%
GG
2012
Golden Green
South Carolina
$1.27M +$14.8K +63 +1%
IWA
2013
IVC Wealth Advisors
Pennsylvania
$1.27M +$53K +226 +4%
BB
2014
Bell Bank
North Dakota
$1.27M +$44.8K +191 +3%
HHGA
2015
Halbert Hargrove Global Advisors
California
$1.26M +$9.85K +42 +0.7%
SOW
2016
State of Wyoming
Wyoming
$1.25M +$173K +737 +15%
DCM
2017
Davidson Capital Management
Texas
$1.25M +$42.2K +180 +3%
IGM
2018
Incline Global Management
New York
$1.25M -$44.5M -189,743 -97%
TCM
2019
Tradewinds Capital Management
Washington
$1.25M -$5.63K -24 -0.4%
4WM
2020
44 Wealth Management
Oregon
$1.25M -$21.6K -92 -2%
CCMT
2021
CMT Capital Markets Trading
Germany
$1.25M -$7.14M -30,450 -85%
FWM
2022
Foresight Wealth Management
Utah
$1.25M -$15.5K -66 -1%
ACH
2023
ArrowMark Colorado Holdings
Colorado
$1.24M – – –
WWM
2024
Windsor Wealth Management
Indiana
$1.24M +$23.4K +100 +2%
BEAM
2025
Baker Ellis Asset Management
Washington
$1.24M – – –
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