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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
2001
Patten Group
Tennessee
$19.2M -$897K -3,805 -5%
MIC
2002
Meridian Investment Counsel
California
$19.2M +$3.8M +16,105 +27%
WA
2003
WBH Advisory
Maryland
$19.2M +$366K +1,555 +2%
FFS
2004
Founders Financial Securities
Maryland
$19.2M +$67.9K +288 +0.4%
HWMO
2005
Heritage Wealth Management (Ohio)
Ohio
$19.2M -$355K -1,505 -2%
CC
2006
Capital Counsel
New York
$19.2M -$263K -1,117 -1%
WMG
2007
WESCAP Management Group
California
$19.1M +$12.5M +53,123 +229%
NPF
2008
Norris Perne & French
Michigan
$19.1M -$1.27M -5,374 -7%
FMB
2009
Field & Main Bank
Kentucky
$19.1M -$296K -1,257 -2%
PWA
2010
Physician Wealth Advisors
Utah
$19.1M +$249K +1,056 +1%
IFS
2011
Ifrah Financial Services
Arkansas
$19M -$59.9K -254 -0.3%
TL
2012
Tradewinds LLC
North Carolina
$19M +$173K +736 +0.9%
MCM
2013
McDonough Capital Management
Florida
$19M +$451K +1,913 +3%
QWP
2014
Quotient Wealth Partners
Texas
$18.9M +$594K +2,522 +3%
FCFC
2015
First Commonwealth Financial Corp
Pennsylvania
$18.9M -$485K -2,058 -3%
KA
2016
Kercheville Advisors
Texas
$18.9M +$564K +2,391 +3%
VF
2017
Virtu Financial
New York
$18.9M +$17.8M +75,436 New
AB
2018
Atlas Brown
Kentucky
$18.9M -$54.7K -232 -0.3%
PAS
2019
Professional Advisory Services
Florida
$18.8M -$489K -2,073 -3%
LD
2020
Lipe & Dalton
New York
$18.8M -$360K -1,528 -2%
FNWM
2021
Financial Network Wealth Management
Utah
$18.8M -$189K -802 -1%
RFP
2022
Root Financial Partners
California
$18.8M +$2.93M +12,453 +20%
AT
2023
American Trust
Kentucky
$18.7M -$574K -2,435 -3%
BFC
2024
Bedel Financial Consulting
Indiana
$18.7M +$56.8K +241 +0.3%
AOWM
2025
Alpha Omega Wealth Management
Virginia
$18.7M -$329K -1,394 -2%
79 80
81
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