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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
2001
CNB Bank
Pennsylvania
$199K -$26K -365 -13%
LIWM
2002
Long Island Wealth Management
New York
$199K +$179K +2,518 New
CSC
2003
Caldwell Sutter Capital
California
$197K +$17.7K +249 +11%
NECFA
2004
New England Capital Financial Advisors
Connecticut
$197K -$854 -12 -0.5%
FFA
2005
First Foundation Advisors
California
$195K -$339K -4,763 -66%
CIR
2006
Clear Investment Research
Georgia
$194K – – –
DIP
2007
DT Investment Partners
Pennsylvania
$190K +$55.6K +781 +44%
TIM
2008
Tortoise Investment Management
New York
$190K -$1.35K -19 -0.8%
BSB
2009
Bangor Savings Bank
Maine
$188K -$45.9K -645 -21%
LB
2010
Legacy Bridge
Iowa
$188K -$34.9K -490 -17%
AIM
2011
Acropolis Investment Management
Missouri
$185K +$71 +1 +0%
CA
2012
Centerpoint Advisors
Massachusetts
$185K -$12.1K -170 -7%
AA
2013
Addison Advisors
Vermont
$183K -$21.2K -298 -11%
HFS
2014
Hantz Financial Services
Michigan
$182K -$1.42K -20 -0.9%
MA
2015
MCF Advisors
Kentucky
$181K – – –
MCM
2016
Manchester Capital Management
Vermont
$180K +$9.04K +127 +6%
GWSG
2017
GPS Wealth Strategies Group
Colorado
$179K -$12.5K -175 -7%
YDMI
2018
Y.D. More Investments
Israel
$178K +$21.4K +300 +15%
RCM
2019
Richardson Capital Management
Wisconsin
$178K +$160K +2,250 New
TWM
2020
Tradition Wealth Management
Minnesota
$172K -$12.9K -181 -8%
ICM
2021
Islay Capital Management
Texas
$168K – – –
GFL
2022
Granite FO LLC
New Hampshire
$167K – – –
AGWCA
2023
Annis Gardner Whiting Capital Advisors
Florida
$167K – – –
CYG
2024
Clean Yield Group
Vermont
$167K -$2.13K -30 -1%
LTI
2025
Laffer Tengler Investments
Tennessee
$163K +$45K +632 +44%
79 80
81
82 83