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Name Holding Trade Value Shares
Change
Change in
Stake
MPM
2001
Meritage Portfolio Management
Kansas
$4.78M +$38.3K +335 +0.9%
HCM
2002
Horrell Capital Management
Arkansas
$4.78M +$78.2K +685 +2%
GI
2003
GS Investments
Minnesota
$4.77M +$51.4K +450 +1%
CCM
2004
Canal Capital Management
Virginia
$4.76M -$28.3K -248 -0.7%
GA
2005
Gateway Advisory
New Jersey
$4.75M -$2.17K -19 -0.1%
GCM
2006
Gunderson Capital Management
South Carolina
$4.75M +$4.16M +36,407 New
AW
2007
Alaethes Wealth
Nevada
$4.75M -$32.8K -287 -0.8%
FFA
2008
Founders Financial Alliance
North Carolina
$4.74M +$818K +7,164 +25%
CPC
2009
Consolidated Planning Corp
Georgia
$4.73M +$383K +3,354 +10%
RG
2010
Richelieu Gestion
France
$4.73M +$842K +7,369 +26%
B
2011
Barings
North Carolina
$4.72M +$564K +4,937 +16%
APP
2012
Avantax Planning Partners
Iowa
$4.72M +$38.1K +334 +0.9%
FWM
2013
Forefront Wealth Management
Pennsylvania
$4.71M -$22.8K -200 -0.6%
MCCP
2014
Mission Creek Capital Partners
California
$4.71M +$93.4K +818 +2%
EP
2015
Edgestream Partners
New Jersey
$4.7M +$2.43M +21,265 +144%
RA
2016
Rational Advisors
New York
$4.7M +$713K +6,248 +21%
BCCM
2017
Bridge Creek Capital Management
Massachusetts
$4.69M +$28.5K +250 +0.7%
CNC
2018
Citizens & Northern Corp
Pennsylvania
$4.68M -$82.6K -723 -2%
WKSWA
2019
White Knight Strategic Wealth Advisors
New Jersey
$4.68M -$185K -1,620 -4%
CT
2020
Chicago Trust
Illinois
$4.67M +$488K +4,274 +14%
IF
2021
Intrua Financial
Texas
$4.67M +$100K +876 +3%
DWM
2022
Darwin Wealth Management
Florida
$4.66M +$121K +1,059 +3%
RAM
2023
Redmond Asset Management
Virginia
$4.65M -$27.5K -241 -0.7%
HFAS
2024
Hummer Financial Advisory Services
Illinois
$4.64M -$228K -2,000 -5%
BA
2025
Bridgewater Advisors
New York
$4.64M +$201K +1,758 +5%