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Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
2001
Oder Investment Management
California
$692K +$34.2K +619 +5%
BCM
2002
Boltwood Capital Management
California
$690K -$4.15K -75 -0.6%
OCM
2003
One Capital Management
California
$690K +$64.3K +1,163 +10%
ECM
2004
ExodusPoint Capital Management
New York
$688K -$5.46M -98,631 -89%
HWA
2005
Heritage Wealth Advisors
Virginia
$687K -$19.6K -355 -3%
PIM
2006
Profit Investment Management
Maryland
$685K – – –
TAM
2007
Taurus Asset Management
New York
$684K -$24.2K -437 -3%
SAM
2008
Secure Asset Management
Michigan
$684K -$18.5K -335 -3%
JPLA
2009
Joseph P. Lucia & Associates
New York
$683K +$79.2K +1,432 +13%
FWM
2010
Focused Wealth Management
New York
$682K -$3.87K -70 -0.6%
MPIA
2011
Mountain Pacific Investment Advisers
Idaho
$679K -$65.3K -1,181 -9%
MLFP
2012
MPS Loria Financial Planners
Illinois
$679K -$15.9K -287 -2%
CA
2013
Capital Advantage
California
$679K -$2.88K -52 -0.4%
BCM
2014
Becker Capital Management
Oregon
$679K -$1.22K -22 -0.2%
PCA
2015
Pallas Capital Advisors
Massachusetts
$678K -$59.2K -1,071 -8%
EWA
2016
Encompass Wealth Advisors
Oregon
$678K – – –
EWA
2017
ERTS Wealth Advisors
Michigan
$677K – – –
MFG
2018
Magnus Financial Group
New York
$677K +$2.71K +49 +0.4%
SIC
2019
Samalin Investment Counsel
New York
$675K – – –
HIP
2020
HUB Investment Partners
Texas
$673K -$1.73M -31,284 -72%
MCM
2021
Monarch Capital Management
Indiana
$671K +$39.9K +722 +6%
CAM
2022
Cozad Asset Management
Illinois
$670K -$50.9K -921 -7%
CIM
2023
CIM Investment Management
Pennsylvania
$670K -$4.04K -73 -0.6%
MG
2024
Mather Group
Illinois
$669K -$60.4K -1,092 -8%
AAM
2025
Aureus Asset Management
Massachusetts
$667K -$241K -4,360 -26%
79 80
81
82 83