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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFP
2001
Charles Carroll Financial Partners
Massachusetts
$1.15M – – –
CIM
2002
CIM Investment Management
Pennsylvania
$1.15M -$25.4K -157 -2%
EGA
2003
E&G Advisors
Texas
$1.15M -$3.55K -22 -0.3%
SFP
2004
Sandbox Financial Partners
Maryland
$1.14M -$257K -1,594 -19%
DG
2005
DMC Group
Alabama
$1.14M +$42.3K +262 +4%
DOA
2006
D'Orazio & Associates
Virginia
$1.14M +$103K +638 +10%
HI
2007
Hoey Investments
Pennsylvania
$1.14M +$42.3K +262 +4%
MCA
2008
MSH Capital Advisors
Arizona
$1.14M +$66.4K +411 +6%
NERM
2009
New England Research & Management
Illinois
$1.14M -$267K -1,650 -20%
ILI
2010
Invesco LLC (Illinois)
Illinois
$1.14M +$20.8K +129 +2%
VIM
2011
Vista Investment Management
Pennsylvania
$1.14M +$50.7K +314 +5%
UBG
2012
United Bank (Georgia)
Georgia
$1.14M -$37.1K -230 -3%
CFP
2013
Curran Financial Partners
South Carolina
$1.13M +$36.8K +228 +4%
BS
2014
Bessemer Securities
New York
$1.13M -$420K -2,600 -28%
AIFAIM
2015
American Institute for Advanced Investment Management
Arizona
$1.13M +$3.07K +19 +0.3%
AFM
2016
Abbot Financial Management
Massachusetts
$1.12M +$4.04K +25 +0.4%
MWA
2017
Meridian Wealth Advisors
Texas
$1.12M -$66.9K -414 -6%
MA
2018
MBA Advisors
Pennsylvania
$1.12M +$17.9K +111 +2%
CCA
2019
Childress Capital Advisors
Texas
$1.12M +$1.07M +6,655 New
WC
2020
Westhampton Capital
North Carolina
$1.12M -$12.3K -76 -1%
OC
2021
Oarsman Capital
Wisconsin
$1.12M +$10.7K +66 +1%
WQ
2022
Wealth Quarterback
New Jersey
$1.12M +$77K +477 +8%
CIA
2023
Cascade Investment Advisors
Oregon
$1.11M +$27.3K +169 +3%
CA
2024
Cambridge Advisors
Nebraska
$1.11M – – –
WFA
2025
WestHill Financial Advisors
California
$1.11M +$67.7K +419 +7%
79 80
81
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