Name Holding Trade Value Shares
Change
Change in
Stake
SA
2001
Scarborough Advisors
Maryland
$483K – – –
LCC
2002
Lincoln Capital Corp
Rhode Island
$482K +$128K +453 +36%
WA
2003
WBH Advisory
Maryland
$482K -$14.7K -52 -3%
PG
2004
Prostatis Group
Maryland
$481K -$39.9K -141 -8%
CSC
2005
Caldwell Sutter Capital
California
$480K +$7.08K +25 +1%
PAS
2006
PKS Advisory Services
New York
$479K +$12.7K +45 +3%
HFS
2007
Hopwood Financial Services
Virginia
$476K +$19.8K +70 +4%
LI
2008
Louisbourg Investments
New Brunswick, Canada
$475K – – –
CCA
2009
Cobblestone Capital Advisors
New York
$474K +$118K +416 +33%
BFG
2010
Bouchey Financial Group
New York
$473K -$20.1K -71 -4%
WCG
2011
Weaver Consulting Group
California
$472K +$4.53K +16 +1%
ACM
2012
Arcataur Capital Management
Wisconsin
$472K – – –
BAM
2013
Beaumont Asset Management
Texas
$471K – – –
AWM
2014
Aprio Wealth Management
Georgia
$470K +$84.7K +299 +22%
KFS
2015
Kaizen Financial Strategies
California
$469K +$33.1K +117 +7%
SBWIC
2016
Schaper Benz & Wise Investment Counsel
Wisconsin
$469K -$55.8K -197 -11%
BFA
2017
Bill Few Associates
Pennsylvania
$468K +$7.93K +28 +2%
AWG
2018
Altus Wealth Group
Colorado
$468K -$2.55K -9 -0.5%
EGA
2019
Eagle Global Advisors
Texas
$466K – – –
FNBTCON
2020
First National Bank & Trust Co of Newtown
Pennsylvania
$465K -$9.91K -35 -2%
CWA
2021
Centennial Wealth Advisory
Michigan
$463K +$33.1K +117 +8%
RWM
2022
Revisor Wealth Management
Ohio
$462K +$436K +1,539 New
SQA
2023
Simon Quick Advisors
New Jersey
$460K -$673K -2,374 -59%
MEAC
2024
M.E. Allison & Co
Texas
$459K – – –
MIA
2025
MainStreet Investment Advisors
Illinois
$458K +$14.2K +50 +3%