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Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
2001
Credential Qtrade Securities
$13.6M -$343K -1,968 -3%
HW
2002
Hedeker Wealth
Illinois
$13.6M -$99.3K -570 -0.8%
GSB
2003
Greenfield Savings Bank
Massachusetts
$13.6M +$1.09M +6,271 +10%
CPC
2004
Consolidated Planning Corp
Georgia
$13.6M +$921K +5,286 +8%
M2MC
2005
Matthew 25 Management Corp
Pennsylvania
$13.6M -$1.13M -6,500 -8%
HHAA
2006
Henry H. Armstrong Associates
Pennsylvania
$13.6M +$111K +637 +0.9%
SDAM
2007
Shulman DeMeo Asset Management
New York
$13.6M +$721K +4,140 +6%
SM
2008
Sweeney & Michel
California
$13.5M -$56.8K -326 -0.4%
SIC
2009
Sterling Investment Counsel
New York
$13.5M +$110K +629 +0.9%
REMPR
2010
Roof Eidam Maycock Peralta (REMP)
California
$13.5M -$437K -2,506 -3%
KCM
2011
KRS Capital Management
Michigan
$13.5M -$112K -641 -0.9%
KNW
2012
Kesler Norman & Wride
Utah
$13.5M -$9.58K -55 -0.1%
ICM
2013
IMS Capital Management
Oregon
$13.5M +$994K +5,704 +9%
FAG
2014
Fortitude Advisory Group
Washington
$13.5M -$418K -2,399 -3%
BIM
2015
Baldwin Investment Management
Pennsylvania
$13.5M -$694K -3,985 -5%
FCA
2016
FLC Capital Advisors
California
$13.5M -$25.4K -146 -0.2%
FWM
2017
Fairhaven Wealth Management
Illinois
$13.4M +$12.1M +69,304 New
OHWP
2018
Oak Harbor Wealth Partners
North Carolina
$13.4M -$300K -1,724 -2%
RZH
2019
Relyea Zuckerberg Hanson
Connecticut
$13.4M -$7.57M -43,421 -39%
KMWM
2020
Keudell/Morrison Wealth Management
Oregon
$13.4M -$62.7K -360 -0.5%
BW
2021
BIP Wealth
Georgia
$13.4M +$542K +3,110 +5%
MFC
2022
Mechanics Financial Corp
Ohio
$13.4M -$521K -2,989 -4%
MKA
2023
M. Kulyk & Associates
Georgia
$13.4M -$177K -1,017 -1%
LFA
2024
Legacy Financial Advisors
Kentucky
$13.3M +$583K +3,346 +5%
COCM
2025
Charter Oak Capital Management
New Hampshire
$13.3M -$62.2K -357 -0.5%
79 80
81
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