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Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
2001
DF Dent & Co
Maryland
$738K – – –
SFG
2002
Sowa Financial Group
Rhode Island
$738K +$918 +16 +0.1%
GKWIM
2003
Gerber Kawasaki Wealth & Investment Management
California
$737K +$1.32K +23 +0.2%
CG
2004
Cutler Group
California
$735K -$9.87K -172 -1%
MA
2005
MBA Advisors
Pennsylvania
$735K +$14.8K +258 +2%
BWP
2006
BSW Wealth Partners
Colorado
$735K +$82.5K +1,438 +12%
ACM
2007
Ayrshire Capital Management
Connecticut
$734K -$108K -1,876 -13%
TAM
2008
Taurus Asset Management
New York
$734K -$1.44K -25 -0.2%
HWA
2009
Heritage Wealth Advisors
Virginia
$732K -$80.4K -1,401 -10%
FNT
2010
First Nebraska Trust
Nebraska
$731K -$26K -453 -3%
SAM
2011
Secure Asset Management
Michigan
$729K -$170K -2,968 -19%
GWM
2012
Gitterman Wealth Management
New Jersey
$725K -$58.6K -1,021 -7%
BFM
2013
Boston Financial Management
Massachusetts
$724K +$11.8K +205 +2%
SIC
2014
SFE Investment Counsel
California
$723K +$3.73K +65 +0.5%
BCA
2015
Berman Capital Advisors
Georgia
$722K +$113K +1,977 +18%
MLFP
2016
MPS Loria Financial Planners
Illinois
$721K -$13.8K -241 -2%
BCM
2017
Boltwood Capital Management
California
$720K -$76K -1,325 -9%
WCG
2018
Weaver Consulting Group
California
$715K +$26.6K +464 +4%
GIM
2019
Guild Investment Management
California
$713K -$175K -3,050 -19%
BOS
2020
Bingham Osborn & Scarborough
California
$713K +$202K +3,518 +38%
FWM
2021
Focused Wealth Management
New York
$712K +$70.9K +1,235 +11%
AMM
2022
American Money Management
California
$712K +$427K +7,445 +142%
OQS
2023
Occudo Quantitative Strategies
Florida
$711K +$728K +12,682 New
PIM
2024
Profit Investment Management
Maryland
$710K – – –
CA
2025
Capital Advantage
California
$708K -$3.21K -56 -0.4%
79 80
81
82 83