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Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
2001
Zions Bancorporation
Utah
$119K +$10.6K +50 +9%
SC
2002
Sierra Capital
Florida
$118K +$8.45K +40 +7%
CCA
2003
Column Capital Advisors
Indiana
$116K – – –
UCB
2004
United Community Bank
South Carolina
$114K +$119K +565 New
FMTCOCP
2005
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$113K – – –
CAM
2006
Costello Asset Management
Pennsylvania
$109K – – –
WAS
2007
Winch Advisory Services
Wisconsin
$106K – – –
SWM
2008
Selective Wealth Management
Virginia
$105K -$21.1K -100 -16%
SOW
2009
State of Wyoming
Wyoming
$104K -$9.09K -43 -8%
AFS
2010
Annapolis Financial Services
Maryland
$104K +$3.17K +15 +3%
KFI
2011
Key Financial Inc
Pennsylvania
$104K +$45.8K +217 +73%
CAL
2012
Capital Advisors Ltd
Ohio
$103K +$8.45K +40 +8%
FPWM
2013
FSB Premier Wealth Management
Iowa
$103K +$109K +515 New
SWM
2014
Scissortail Wealth Management
Oklahoma
$102K +$107K +505 New
PB
2015
Pinnacle Bancorp
Nebraska
$101K -$42.3K -200 -28%
TC
2016
TAP Consulting
Missouri
$101K +$106K +501 New
DWA
2017
Dougherty Wealth Advisers
Minnesota
$100K – – –
FA
2018
Financial Advantage
Maryland
$96K +$101K +480 New
BFG
2019
Baron Financial Group
New Jersey
$94.6K – – –
KFS
2020
Kelly Financial Services
Massachusetts
$93.3K – – –
MSFP
2021
Mark Sheptoff Financial Planning
Connecticut
$93K -$10.6K -50 -10%
HIIFS
2022
Harel Insurance Investments & Financial Services
Israel
$91K -$48.4K -229 -34%
MFT
2023
Moisand Fitzgerald Tamayo
Florida
$91K – – –
AHIA
2024
Andrew Hill Investment Advisors
Florida
$91K +$95.9K +454 New
JRFS
2025
James Reed Financial Services
Ohio
$91K +$96.1K +455 New
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