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Name Holding Trade Value Shares
Change 		Change in
Stake
FDDB
2001
Fidelity D&D Bancorp
Pennsylvania
$224K – – –
HIM
2002
Harbour Investment Management
Washington
$223K +$233K +1,034 New
MA
2003
MBA Advisors
Pennsylvania
$223K – – –
HKAM
2004
Horizon Kinetics Asset Management
New York
$223K +$6.09K +27 +3%
EWM
2005
Elevatus Welath Management
New York
$223K -$7.67K -34 -3%
MM
2006
MQS Management
New York
$223K +$233K +1,032 New
CT
2007
Caldwell Trust
Florida
$223K – – –
CAM
2008
Cidel Asset Management
Ontario, Canada
$221K -$68.5K -304 -23%
BSSFA
2009
Baron Silver Stevens Financial Advisors
Florida
$221K -$902 -4 -0.4%
RDFA
2010
Ritter Daniher Financial Advisory
Ohio
$221K +$231K +1,025 New
CSIA
2011
Conrad Siegel Investment Advisors
Pennsylvania
$221K -$80.5K -357 -26%
MBTD
2012
Mechanics Bank - Trust Department
California
$221K -$22.5K -100 -9%
MWM
2013
Mindset Wealth Management
Indiana
$221K +$231K +1,023 New
CWS
2014
Confluence Wealth Services
Pennsylvania
$221K -$11.3K -50 -5%
MAM
2015
Milestone Asset Management
Pennsylvania
$220K +$9.7K +43 +4%
HFS
2016
Howard Financial Services
Texas
$219K +$2.25K +10 +1%
I
2017
INVST
Indiana
$218K +$228K +1,010 New
CIA
2018
Compass Ion Advisors
Pennsylvania
$218K -$1.58K -7 -0.7%
CPA
2019
Capital Performance Advisors
California
$217K +$227K +1,008 New
AC
2020
Annandale Capital
Texas
$217K – – –
AAS
2021
Annex Advisory Services
Wisconsin
$217K +$3.61K +16 +2%
VBCG
2022
Valley Brook Capital Group
Pennsylvania
$217K – – –
CSI
2023
Clark & Stuart Inc
Maine
$216K – – –
WAM
2024
Walker Asset Management
Missouri
$216K – – –
FCM
2025
Firestone Capital Management
Florida
$216K -$2.25K -10 -1%
79 80
81
82 83