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Name Holding Trade Value Shares
Change
Change in
Stake
CANC
2001
Culbertson A N & Co
Virginia
$484K -$53.8K -190 -10%
SA
2002
Scarborough Advisors
Maryland
$483K
LCC
2003
Lincoln Capital Corp
Rhode Island
$482K +$128K +453 +36%
WA
2004
WBH Advisory
Maryland
$482K -$14.7K -52 -3%
PG
2005
Prostatis Group
Maryland
$481K -$39.9K -141 -8%
CSC
2006
Caldwell Sutter Capital
California
$480K +$7.08K +25 +1%
PAS
2007
PKS Advisory Services
New York
$479K +$12.7K +45 +3%
HFS
2008
Hopwood Financial Services
Virginia
$476K +$19.8K +70 +4%
LI
2009
Louisbourg Investments
New Brunswick, Canada
$475K
CCA
2010
Cobblestone Capital Advisors
New York
$474K +$118K +416 +33%
BFG
2011
Bouchey Financial Group
New York
$473K -$20.1K -71 -4%
WCG
2012
Weaver Consulting Group
California
$472K +$4.53K +16 +1%
ACM
2013
Arcataur Capital Management
Wisconsin
$472K
BAM
2014
Beaumont Asset Management
Texas
$471K
AWM
2015
Aprio Wealth Management
Georgia
$470K +$84.7K +299 +22%
KFS
2016
Kaizen Financial Strategies
California
$469K +$33.1K +117 +7%
SBWIC
2017
Schaper Benz & Wise Investment Counsel
Wisconsin
$469K -$55.8K -197 -11%
BFA
2018
Bill Few Associates
Pennsylvania
$468K +$7.93K +28 +2%
AWG
2019
Altus Wealth Group
Colorado
$468K -$2.55K -9 -0.5%
EGA
2020
Eagle Global Advisors
Texas
$466K
FNBTCON
2021
First National Bank & Trust Co of Newtown
Pennsylvania
$465K -$9.91K -35 -2%
CWA
2022
Centennial Wealth Advisory
Michigan
$463K +$33.1K +117 +8%
RWM
2023
Revisor Wealth Management
Ohio
$462K +$436K +1,539 New
SQA
2024
Simon Quick Advisors
New Jersey
$460K -$673K -2,374 -59%
MEAC
2025
M.E. Allison & Co
Texas
$459K