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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2001
Searle & Co
Connecticut
$260K – – –
AA
2002
Alesco Advisors
New York
$260K +$244K +4,440 New
FC
2003
FCA Corp
Texas
$260K +$244K +4,440 New
IWA
2004
Intercontinental Wealth Advisors
Texas
$260K +$244K +4,440 New
MMA
2005
Miracle Mile Advisors
California
$258K +$243K +4,420 New
PEA
2006
Pacific Edge Advisors
California
$257K +$242K +4,400 New
HIS
2007
Horizon Investment Services
Indiana
$255K – – –
BFIM
2008
Beese Fulmer Investment Management
Ohio
$255K +$4.4K +80 +2%
HCM
2009
Howard Capital Management
Georgia
$254K +$239K +4,340 New
GWM
2010
Greenwich Wealth Management
Connecticut
$252K -$62.7K -1,140 -21%
HFP
2011
Holistic Financial Partners
Indiana
$251K +$237K +4,300 New
NAM
2012
North American Management
Massachusetts
$250K -$6.6K -120 -3%
NEPPG
2013
New England Professional Planning Group
Rhode Island
$249K +$226K +4,100 New
BFO
2014
Biltmore Family Office
North Carolina
$249K +$234K +4,260 New
LFR
2015
Lehman Financial Resources
Pennsylvania
$249K +$234K +4,260 New
LI
2016
Lafayette Investments
Maryland
$248K -$7.7K -140 -3%
FFA
2017
Fragasso Financial Advisors
Pennsylvania
$247K -$22K -400 -9%
TCM
2018
Tufton Capital Management
Maryland
$246K – – –
ICP
2019
Ironvine Capital Partners
Nebraska
$246K +$231K +4,200 New
CAG
2020
Csenge Advisory Group
Florida
$243K +$229K +4,160 New
MLFP
2021
MPS Loria Financial Planners
Illinois
$243K +$229K +4,160 New
SLG
2022
Stanley-Laman Group
Pennsylvania
$242K +$228K +4,140 New
HCM
2023
Hodges Capital Management
Texas
$241K -$11K -200 -5%
VDI
2024
Vaughan David Investments
Illinois
$239K -$22K -400 -9%
ACP
2025
Aveo Capital Partners
Colorado
$239K +$224K +4,080 New
79 80
81
82 83