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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
2001
CIM Investment Management
Pennsylvania
$1.15M -$25.4K -157 -2%
EGA
2002
E&G Advisors
Texas
$1.15M -$3.55K -22 -0.3%
SFP
2003
Sandbox Financial Partners
Maryland
$1.14M -$257K -1,594 -19%
DG
2004
DMC Group
Alabama
$1.14M +$42.3K +262 +4%
DOA
2005
D'Orazio & Associates
Virginia
$1.14M +$103K +638 +10%
HI
2006
Hoey Investments
Pennsylvania
$1.14M +$42.3K +262 +4%
MCA
2007
MSH Capital Advisors
Arizona
$1.14M +$66.4K +411 +6%
NERM
2008
New England Research & Management
Illinois
$1.14M -$267K -1,650 -20%
ILI
2009
Invesco LLC (Illinois)
Illinois
$1.14M +$20.8K +129 +2%
VIM
2010
Vista Investment Management
Pennsylvania
$1.14M +$50.7K +314 +5%
UBG
2011
United Bank (Georgia)
Georgia
$1.14M -$37.1K -230 -3%
CFP
2012
Curran Financial Partners
South Carolina
$1.13M +$36.8K +228 +4%
BS
2013
Bessemer Securities
New York
$1.13M -$420K -2,600 -28%
AIFAIM
2014
American Institute for Advanced Investment Management
Arizona
$1.13M +$3.07K +19 +0.3%
AFM
2015
Abbot Financial Management
Massachusetts
$1.12M +$4.04K +25 +0.4%
MWA
2016
Meridian Wealth Advisors
Texas
$1.12M -$66.9K -414 -6%
MA
2017
MBA Advisors
Pennsylvania
$1.12M +$17.9K +111 +2%
CCA
2018
Childress Capital Advisors
Texas
$1.12M +$1.07M +6,655 New
WC
2019
Westhampton Capital
North Carolina
$1.12M -$12.3K -76 -1%
OC
2020
Oarsman Capital
Wisconsin
$1.12M +$10.7K +66 +1%
WQ
2021
Wealth Quarterback
New Jersey
$1.12M +$77K +477 +8%
CIA
2022
Cascade Investment Advisors
Oregon
$1.11M +$27.3K +169 +3%
CA
2023
Cambridge Advisors
Nebraska
$1.11M – – –
WFA
2024
WestHill Financial Advisors
California
$1.11M +$67.7K +419 +7%
MIM
2025
Morningstar Investment Management
Illinois
$1.11M +$120K +742 +13%
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