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Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
2001
Malaga Cove Capital
California
$782K +$3.33K +56 +0.4%
BWAM
2002
Boyd Watterson Asset Management
Ohio
$780K -$388K -6,536 -33%
SC
2003
SRB Corp
Massachusetts
$779K +$202K +3,394 +34%
AWP
2004
Accretive Wealth Partners
New Jersey
$778K +$787K +13,244 New
MW
2005
Marcum Wealth
Ohio
$777K +$338K +5,697 +76%
MLFP
2006
MPS Loria Financial Planners
Illinois
$771K +$49.4K +831 +7%
AWM
2007
Adams Wealth Management
Utah
$770K -$21.3K -358 -3%
SCI
2008
Stableford Capital II
Arizona
$767K +$775K +13,056 New
CWM
2009
Calamos Wealth Management
Illinois
$765K -$37.5K -631 -5%
PMFA
2010
Plante Moran Financial Advisors
Michigan
$765K +$453K +7,625 +141%
CII
2011
Capital International Inc
California
$764K -$2.99M -50,286 -79%
AA
2012
AQR Arbitrage
Connecticut
$762K +$777K +13,082 New
PCFFS
2013
Pacific Center for Financial Services
California
$761K +$3.15K +53 +0.4%
FWM
2014
Focused Wealth Management
New York
$759K -$18.6K -313 -2%
BCM
2015
Becker Capital Management
Oregon
$759K +$137K +2,301 +22%
FNT
2016
First Nebraska Trust
Nebraska
$759K +$73.1K +1,231 +11%
SWM
2017
Strategic Wealth Management
Washington
$758K -$2.97K -50 -0.4%
IRC
2018
Investors Research Corp
Georgia
$757K -$3.15K -53 -0.4%
NB
2019
Nicolet Bankshares
Wisconsin
$757K +$6.65K +112 +0.9%
SDWIA
2020
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$757K +$88K +1,481 +13%
TF
2021
Trek Financial
Arizona
$756K +$311K +5,230 +68%
GCM
2022
Gladius Capital Management
Illinois
$756K +$670K +11,287 +720%
SLWA
2023
San Luis Wealth Advisors
California
$756K +$765K +12,873 New
EWA
2024
ERTS Wealth Advisors
Michigan
$753K -$8.14K -137 -1%
S
2025
SimplyRich
California
$749K +$55.2K +929 +8%
79 80
81
82 83