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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2001
Aevitas Wealth Management
Massachusetts
$9.75M -$114K -879 -1%
FFS
2002
Founders Financial Securities
Maryland
$9.74M +$426K +3,284 +5%
MPW
2003
MA Private Wealth
California
$9.74M -$44.6K -344 -0.5%
WA1
2004
Wimmer Associates 1
California
$9.74M -$308K -2,376 -3%
DC
2005
DeDora Capital
California
$9.73M +$48.7K +376 +0.5%
KMWM
2006
Keudell/Morrison Wealth Management
Oregon
$9.73M +$37.7K +291 +0.4%
CQS
2007
Credential Qtrade Securities
$9.67M +$395K +3,047 +5%
LPIC
2008
LeJeune Puetz Investment Counsel
Michigan
$9.66M -$73.1K -564 -0.8%
WP
2009
Waycross Partners
Kentucky
$9.66M -$273K -2,110 -3%
AW
2010
Alaethes Wealth
Nevada
$9.65M +$37.1K +286 +0.4%
SC
2011
Stolper & Co
Oklahoma
$9.63M +$33.2K +256 +0.4%
AFA
2012
Abacus FCF Advisors
Florida
$9.63M -$696K -5,368 -7%
BMCM
2013
Bryn Mawr Capital Management
Pennsylvania
$9.61M +$6.22K +48 +0.1%
IF
2014
IRON Financial
Illinois
$9.61M -$133K -1,023 -1%
FMN
2015
Financial Management Network
California
$9.6M -$250K -1,932 -3%
OCM
2016
Orion Capital Management
California
$9.59M -$201K -1,552 -2%
BCA
2017
Bray Capital Advisors
Florida
$9.57M +$43.8K +338 +0.5%
ACG
2018
Allen Capital Group
Nebraska
$9.57M -$84.7K -654 -0.9%
AFM
2019
Abbot Financial Management
Massachusetts
$9.56M -$12.8K -99 -0.1%
TIA
2020
Trust Investment Advisors
Indiana
$9.55M -$895K -6,909 -9%
BAM
2021
Bellevue Asset Management
Washington
$9.55M -$128K -985 -1%
CIM
2022
CIM Investment Management
Pennsylvania
$9.53M -$327K -2,522 -3%
KAM
2023
Knightsbridge Asset Management
California
$9.53M +$20.7K +160 +0.2%
SEEDPG
2024
S.E.E.D. Planning Group
New York
$9.52M +$145K +1,121 +2%
CNC
2025
Citizens & Northern Corp
Pennsylvania
$9.51M -$490K -3,779 -5%