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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2001
Salvus Wealth Management
New Jersey
$663K +$23.5K +207 +4%
CBFP
2002
Cedar Brook Financial Partners
Ohio
$661K +$53.2K +468 +9%
BDF
2003
Balasa Dinverno & Foltz
$661K +$173K +1,519 +37%
TF
2004
Tompkins Financial
New York
$660K -$27.3K -240 -4%
WF
2005
Wayfinding Financial
Washington
$659K +$553K +4,871 New
SRSA
2006
S.R. Schill & Associates
Washington
$658K +$353K +3,110 +125%
CGFA
2007
Colton Groome Financial Advisors
North Carolina
$656K +$17.3K +152 +3%
SFP
2008
Sandbox Financial Partners
Maryland
$656K +$41.8K +368 +7%
HC
2009
Hamilton Capital
Ohio
$653K +$632K +5,568 New
VLC
2010
Van Leeuwen & Company
New Jersey
$652K – – –
AIP
2011
Almanack Investment Partners
Pennsylvania
$652K +$13.1K +115 +2%
FMP
2012
Financial Management Professionals
Texas
$652K +$19.7K +173 +3%
OWA
2013
Octavia Wealth Advisors
Ohio
$650K +$101K +888 +19%
MAG
2014
Mayfair Advisory Group
Alabama
$648K +$65.7K +578 +12%
AIC
2015
Argus Investors Counsel
New York
$647K +$71.4K +629 +13%
MA
2016
MKT Advisors
California
$647K +$554K +4,879 New
WDL
2017
Well Done LLC
Michigan
$644K -$5.68K -50 -0.9%
CBA
2018
Coastal Bridge Advisors
Connecticut
$643K -$59.4K -523 -9%
LSA
2019
L & S Advisors
California
$643K +$57.3K +504 +10%
FCB
2020
First Command Bank
Texas
$642K – – –
OPTFSNA
2021
Old Point Trust & Financial Services N A
Virginia
$642K – – –
JMFC
2022
J.M. Forbes & Co
Massachusetts
$642K +$70K +616 +13%
WMA
2023
West Michigan Advisors
Michigan
$642K +$622K +5,475 New
CAM
2024
Covenant Asset Management
New Jersey
$641K – – –
AAM
2025
Aureus Asset Management
Massachusetts
$639K -$511K -4,499 -45%
79 80
81
82 83