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Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
2001
Weaver Consulting Group
California
$648K -$87.5K -1,506 -12%
CW
2002
CreativeOne Wealth
Kansas
$648K +$70.2K +1,209 +12%
SL
2003
Stevard LLC
Illinois
$640K +$197K +3,386 +46%
ACA
2004
Atlas Capital Advisors
Wyoming
$636K -$58 -1 -0%
JPMIA
2005
J.P. Marvel Investment Advisors
Massachusetts
$634K +$18.6K +320 +3%
BCM
2006
Becker Capital Management
Oregon
$632K +$202K +3,476 +49%
ECM
2007
Elgethun Capital Management
South Dakota
$631K -$4.76K -82 -0.8%
FC
2008
Financial Consulate
Maryland
$631K -$3.37K -58 -0.5%
EP
2009
Edgestream Partners
New Jersey
$631K +$616K +10,607 New
GAG
2010
GM Advisory Group
New York
$629K -$291 -5 -0%
HCM
2011
Highlander Capital Management
New Jersey
$628K -$302K -5,200 -33%
BLAM
2012
Bourne Lent Asset Management
New York
$625K – – –
HTHT
2013
Hemenway Trust Hemenway Trust
New Hampshire
$625K +$31.1K +536 +5%
FAT
2014
First American Trust
California
$623K -$40.3K -693 -6%
SAA
2015
Southeast Asset Advisors
Georgia
$622K +$1.34K +23 +0.2%
AMC
2016
Asset Management Corp
Illinois
$622K +$1.69K +29 +0.3%
EWM
2017
Endurance Wealth Management
Rhode Island
$619K +$56.9K +980 +10%
AWA
2018
Acorn Wealth Advisors
Michigan
$618K -$31.1K -536 -5%
SWM
2019
Selective Wealth Management
Virginia
$617K -$1.51K -26 -0.2%
HIM
2020
Hotaling Investment Management
Pennsylvania
$616K -$11.4K -197 -2%
T
2021
TRUADVICE
Florida
$616K +$600K +10,334 New
PA
2022
PSI Advisors
Florida
$614K -$200K -3,450 -25%
SCM
2023
SOL Capital Management
Maryland
$614K – – –
BCM
2024
Buckhead Capital Management
Georgia
$611K +$43.6K +750 +8%
OFW
2025
Omnia Family Wealth
Florida
$608K +$6.57K +113 +1%
79 80
81
82 83