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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
2001
Versant Capital Management
Arizona
$246K +$242 +1 +0.1%
TFS
2002
TrustCore Financial Services
Tennessee
$246K +$2.67K +11 +1%
SFG
2003
Sovereign Financial Group
Connecticut
$245K -$2.18K -9 -0.8%
SAM
2004
Smithbridge Asset Management
Pennsylvania
$245K
FEM
2005
Fulcrum Equity Management
Texas
$245K +$263K +1,087 New
WH
2006
Willner & Heller
California
$244K -$22.3K -92 -8%
MPM
2007
MBB Public Markets
Illinois
$244K
GWM
2008
Gray Wealth Management
Maine
$243K +$485 +2 +0.2%
CAMG
2009
CWA Asset Management Group
Florida
$242K -$34.2K -141 -12%
KTA
2010
Keeley-Teton Advisors
Illinois
$242K -$30.3K -125 -10%
WAS
2011
Wealth Advisory Solutions
Indiana
$242K -$24.2K -100 -9%
PJSIMP
2012
P.J. Schmidt Investment Management (PJS)
Wisconsin
$242K
SAA
2013
Southeast Asset Advisors
Georgia
$242K +$242 +1 +0.1%
LA
2014
Lakeside Advisors
Washington
$242K +$727 +3 +0.3%
AC
2015
ASB Consultores
Florida
$241K
SDAM
2016
Shulman DeMeo Asset Management
New York
$241K +$242 +1 +0.1%
CT
2017
Colonial Trust
South Carolina
$241K +$259K +1,069 New
LCM
2018
LCM Capital Management
Illinois
$240K
BAM
2019
Byrne Asset Management
New Jersey
$240K +$4.61K +19 +2%
WCFA
2020
Walkner Condon Financial Advisors
Wisconsin
$240K +$17.9K +74 +7%
KWM
2021
Kolinsky Wealth Management
New Jersey
$239K +$3.15K +13 +1%
ABP
2022
Arthur B. Page
$237K -$24.2K -100 -9%
PPP
2023
Private Portfolio Partners
New Jersey
$236K +$8.24K +34 +3%
SDWMA
2024
Schneider Downs Wealth Management Advisors
Pennsylvania
$236K -$50.7K -209 -17%
IAP
2025
Indie Asset Partners
Indiana
$236K