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Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
2001
Princeton Global Asset Management
New Jersey
$120K -$6.34K -30 -5%
ZB
2002
Zions Bancorporation
Utah
$119K +$10.6K +50 +9%
SC
2003
Sierra Capital
Florida
$118K +$8.45K +40 +7%
CCA
2004
Column Capital Advisors
Indiana
$116K – – –
UCB
2005
United Community Bank
South Carolina
$114K +$119K +565 New
FMTCOCP
2006
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$113K – – –
CAM
2007
Costello Asset Management
Pennsylvania
$109K – – –
WAS
2008
Winch Advisory Services
Wisconsin
$106K – – –
SWM
2009
Selective Wealth Management
Virginia
$105K -$21.1K -100 -16%
SOW
2010
State of Wyoming
Wyoming
$104K -$9.09K -43 -8%
AFS
2011
Annapolis Financial Services
Maryland
$104K +$3.17K +15 +3%
KFI
2012
Key Financial Inc
Pennsylvania
$104K +$45.8K +217 +73%
CAL
2013
Capital Advisors Ltd
Ohio
$103K +$8.45K +40 +8%
FPWM
2014
FSB Premier Wealth Management
Iowa
$103K +$109K +515 New
SWM
2015
Scissortail Wealth Management
Oklahoma
$102K +$107K +505 New
PB
2016
Pinnacle Bancorp
Nebraska
$101K -$42.3K -200 -28%
TC
2017
TAP Consulting
Missouri
$101K +$106K +501 New
DWA
2018
Dougherty Wealth Advisers
Minnesota
$100K – – –
FA
2019
Financial Advantage
Maryland
$96K +$101K +480 New
BFG
2020
Baron Financial Group
New Jersey
$94.6K – – –
KFS
2021
Kelly Financial Services
Massachusetts
$93.3K – – –
MSFP
2022
Mark Sheptoff Financial Planning
Connecticut
$93K -$10.6K -50 -10%
HIIFS
2023
Harel Insurance Investments & Financial Services
Israel
$91K -$48.4K -229 -34%
MFT
2024
Moisand Fitzgerald Tamayo
Florida
$91K – – –
AHIA
2025
Andrew Hill Investment Advisors
Florida
$91K +$95.9K +454 New
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