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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2001
Bogart Wealth LLC
Virginia
$272K +$34.6K +162 +18%
IPW
2002
Impact Partnership Wealth
Georgia
$272K -$689K -3,223 -76%
VCAM
2003
Van Cleef Asset Management
Ohio
$272K – – –
PWA
2004
Physician Wealth Advisors
Utah
$272K – – –
GFG
2005
Greystone Financial Group
Michigan
$271K +$222K +1,040 New
VFPW
2006
Vantage Financial Partners (Wisconsin)
Wisconsin
$271K +$222K +1,040 New
FI
2007
FWG Investments
Kentucky
$271K +$222K +1,038 New
HFS
2008
Hantz Financial Services
Michigan
$270K +$2.35K +11 +1%
NC
2009
NinePointTwo Capital
California
$270K +$222K +1,038 New
FTC
2010
Farmers Trust Company
Ohio
$270K -$21.4K -100 -9%
AWP
2011
Abacus Wealth Partners
California
$269K +$221K +1,033 New
CCM
2012
Check Capital Management
California
$268K +$220K +1,030 New
SIC
2013
Samalin Investment Counsel
New York
$268K +$220K +1,029 New
JF
2014
JSF Financial
California
$268K -$17.3K -81 -7%
CVM
2015
Cheviot Value Management
California
$268K -$58.8K -275 -21%
CCP
2016
Clarkston Capital Partners
Michigan
$268K +$220K +1,027 New
LI
2017
LMCG Investments
Massachusetts
$268K +$220K +1,027 New
BOSSRA
2018
B.O.S.S. Retirement Advisors
Utah
$267K -$101K -473 -32%
TFP
2019
Triune Financial Partners
Kansas
$267K +$219K +1,024 New
SA
2020
Shilanski & Associates
Alaska
$266K +$218K +1,021 New
AT
2021
Arlington Trust
Alabama
$265K +$218K +1,018 New
TSWM
2022
Tyler-Stone Wealth Management
Ohio
$264K -$1.71K -8 -0.8%
JCFM
2023
JBR Co Financial Management
Oklahoma
$264K +$217K +1,013 New
BIM
2024
Bridgecreek Investment Management
Oklahoma
$264K +$216K +1,012 New
CFG
2025
Compton Financial Group
Maryland
$263K +$216K +1,010 New
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