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Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
2001
HBW Advisory Services
California
$914K -$33.4K -233 -4%
NCM
2002
NCM Capital Management
New Jersey
$903K -$31.7K -221 -4%
TNB
2003
Thomasville National Bank
Georgia
$899K +$143K +996 +22%
WF
2004
Wayfinding Financial
Washington
$898K +$56.6K +395 +8%
MPPLM
2005
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$895K +$54.9K +383 +7%
CPC
2006
Congress Park Capital
New York
$893K -$606K -4,225 -44%
CBA
2007
Coastal Bridge Advisors
Connecticut
$892K – – –
TA
2008
TrueWealth Advisors
Alabama
$892K – – –
AAM
2009
Aureus Asset Management
Massachusetts
$892K +$4.3K +30 +0.6%
VCM
2010
Vision Capital Management
Oregon
$892K +$4.3K +30 +0.6%
BHC
2011
Bowen Hanes & Co
Florida
$891K -$32.3K -225 -4%
OPTFSNA
2012
Old Point Trust & Financial Services N A
Virginia
$891K – – –
EIA
2013
Edgemoor Investment Advisors
Maryland
$887K +$200K +1,396 +34%
AP
2014
Appleton Partners
Massachusetts
$886K -$69.1K -482 -8%
APWA
2015
Atlas Private Wealth Advisors
New Jersey
$884K -$1.13M -7,864 -59%
MIM
2016
Meixler Investment Management
Arizona
$878K -$72.4K -505 -9%
CA
2017
Cornerstone Advisory
Maryland
$878K +$43K +300 +6%
BFA
2018
BMS Financial Advisors
South Dakota
$877K +$46K +321 +6%
RCG
2019
Rock Creek Group
District of Columbia
$876K +$299K +2,086 +63%
VCM
2020
Versant Capital Management
Arizona
$874K +$160K +1,115 +26%
HWM
2021
Heirloom Wealth Management
Colorado
$874K +$747K +5,209 New
RB
2022
Renasant Bank
Mississippi
$872K -$188K -1,310 -20%
WCM
2023
Whitener Capital Management
North Carolina
$871K +$73.1K +510 +11%
VFA
2024
Voya Financial Advisors
Connecticut
$870K -$231K -1,613 -23%
JMFC
2025
J.M. Forbes & Co
Massachusetts
$870K -$17.5K -122 -2%
79 80
81
82 83