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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2001
Howard Wealth Management
Connecticut
$600K +$590K +9,774 New
SIC
2002
Shoker Investment Counsel
Ohio
$596K +$483 +8 +0.1%
IF
2003
IRON Financial
Illinois
$596K +$38.1K +632 +7%
ORI
2004
Oak Ridge Investments
Illinois
$594K -$7.42K -123 -1%
HCA
2005
Harbour Capital Advisors
Virginia
$593K -$2.71K -45 -0.5%
AWA
2006
Acorn Wealth Advisors
Michigan
$593K +$6.45K +107 +1%
HT
2007
Heritage Trust
Oklahoma
$593K +$91.4K +1,516 +19%
GCM
2008
Grisanti Capital Management
New York
$592K – – –
DCM
2009
Dimension Capital Management
Florida
$591K – – –
GAM
2010
Garrison Asset Management
Arkansas
$590K – – –
PFM
2011
Peak Financial Management
Massachusetts
$589K – – –
CRWM
2012
Castle Rock Wealth Management
California
$588K +$23K +381 +4%
ACM
2013
AlphaStar Capital Management
North Carolina
$587K -$5.13K -85 -0.9%
JLBC
2014
J.L. Bainbridge & Co
Florida
$587K +$57.5K +954 +11%
CFA
2015
Capstone Financial Advisors
Illinois
$584K +$2.17K +36 +0.4%
MCA
2016
Magnolia Capital Advisors
Mississippi
$584K +$574K +9,511 New
WDL
2017
Well Done LLC
Michigan
$583K -$31.3K -519 -5%
PGAM
2018
Princeton Global Asset Management
New Jersey
$581K +$109K +1,815 +24%
CPC
2019
Cookson Peirce & Co
Pennsylvania
$580K -$26.4K -437 -4%
EWM
2020
Endurance Wealth Management
Rhode Island
$577K – – –
MFW
2021
Meristem Family Wealth
Minnesota
$575K +$81.9K +1,358 +17%
EA
2022
Emerald Advisors
Washington
$575K +$579K +9,603 New
PFA
2023
Paradigm Financial Advisors
Missouri
$573K +$14.5K +240 +3%
BBA
2024
Braun-Bostich & Associates
Pennsylvania
$572K +$37.6K +623 +7%
TC
2025
Tatro Capital
Kentucky
$571K +$561K +9,302 New
79 80
81
82 83