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Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2001
Mirabella Financial Services
United Kingdom
$1.76M +$1.07M +4,690 +172%
PPWM
2002
Paragon Private Wealth Management
Kentucky
$1.76M -$31.8K -139 -2%
AA
2003
Argent Advisors
Louisiana
$1.75M -$21.1K -92 -1%
P
2004
&Partners
Tennessee
$1.75M -$31.6K -138 -2%
RA
2005
Rational Advisors
New York
$1.75M -$79.6K -348 -5%
GCMG
2006
Gyroscope Capital Management Group
Florida
$1.75M +$1.04M +4,560 +163%
PBC
2007
Pavion Blue Capital
California
$1.74M -$7.78K -34 -0.5%
SSW
2008
Stone Summit Wealth
Florida
$1.74M -$38.7K -169 -2%
CIG
2009
Cascade Investment Group
Colorado
$1.73M +$55.6K +243 +3%
VPI
2010
Value Partners Investments
Manitoba, Canada
$1.73M +$52.9K +231 +3%
LT
2011
Lindsell Train
United Kingdom
$1.73M +$114K +500 +7%
CPC
2012
Congress Park Capital
New York
$1.73M -$114K -500 -6%
NW
2013
Naviter Wealth
Arkansas
$1.72M +$249K +1,090 +18%
FFA
2014
Fortune Financial Advisors
Kansas
$1.72M +$1.66M +7,241 New
GCC
2015
Guardian Capital (Canada)
Ontario, Canada
$1.72M -$4.26M -18,597 -72%
SFG
2016
Snider Financial Group
Washington
$1.72M +$249K +1,089 +18%
CC
2017
Constitution Capital
Connecticut
$1.71M -$59.5K -260 -3%
SFWC
2018
Strategic Family Wealth Counselors
New Jersey
$1.71M – – –
PPG
2019
Peak Planning Group
Colorado
$1.7M -$58.8K -257 -3%
MSFS
2020
Main Street Financial Solutions
Pennsylvania
$1.7M +$91.3K +399 +6%
SOAMC
2021
Spirit of America Management Corp
New York
$1.7M – – –
SIA
2022
Schear Investment Advisers
Ohio
$1.69M +$167K +729 +11%
HAI
2023
Hennessy Advisors Inc
California
$1.69M -$71.4K -312 -4%
SG
2024
StoneX Group
New York
$1.68M +$8.7K +38 +0.5%
CC
2025
Cipher Capital
New York
$1.67M +$1.61M +7,051 New
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