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Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
2001
Walter & Keenan Wealth Management
Indiana
$1.05M +$1.44K +9 +0.1%
AFM
2002
Abbot Financial Management
Massachusetts
$1.05M -$14.8K -92 -1%
NQWM
2003
Northwest Quadrant Wealth Management
Oregon
$1.04M +$4.17K +26 +0.4%
AIM
2004
Alhambra Investment Management
Florida
$1.04M +$259K +1,615 +32%
ILI
2005
Invesco LLC (Illinois)
Illinois
$1.04M +$1.06M +6,618 New
ADIM
2006
Alpha DNA Investment Management
Maryland
$1.04M -$804K -5,018 -43%
LWA
2007
Lineweaver Wealth Advisors
Ohio
$1.04M +$26.3K +164 +3%
CA
2008
Cambridge Advisors
Nebraska
$1.04M +$12.5K +78 +1%
TWM
2009
Tanager Wealth Management
United Kingdom
$1.04M +$8.18K +51 +0.8%
JGUA
2010
John G. Ullman & Associates
New York
$1.04M +$5.77K +36 +0.5%
GFP
2011
Gryphon Financial Partners
Ohio
$1.04M -$110K -684 -9%
MWM
2012
Merriman Wealth Management
Washington
$1.04M +$250K +1,557 +31%
CBFP
2013
Cedar Brook Financial Partners
Ohio
$1.04M +$1.12K +7 +0.1%
AA
2014
AlphaQ Advisors
Florida
$1.04M +$75.4K +470 +8%
MWA
2015
Monograph Wealth Advisors
California
$1.04M – – –
AP
2016
Appleton Partners
Massachusetts
$1.03M -$5.61K -35 -0.5%
OC
2017
Oarsman Capital
Wisconsin
$1.03M -$9.94K -62 -0.9%
CBT
2018
Central Bank & Trust
Kentucky
$1.03M -$9.94K -62 -0.9%
OCM
2019
Orser Capital Management
Texas
$1.03M -$3.21K -20 -0.3%
AIM
2020
Arcadia Investment Management
Michigan
$1.03M -$15.2K -95 -1%
MA
2021
MBA Advisors
Pennsylvania
$1.03M +$481 +3 +0%
TAM
2022
Townsend Asset Management
North Carolina
$1.03M +$2.56K +16 +0.2%
CFO
2023
Collective Family Office
Pennsylvania
$1.03M +$158K +985 +18%
DG
2024
DMC Group
Alabama
$1.03M -$27.4K -171 -3%
HI
2025
Hoey Investments
Pennsylvania
$1.02M -$239K -1,492 -19%
79 80
81
82 83