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Name Holding Trade Value Shares
Change 		Change in
Stake
CNC
2001
Citizens & Northern Corp
Pennsylvania
$1.15M -$101K -714 -8%
FLI
2002
Family Legacy Inc
South Carolina
$1.15M +$11.4K +81 +1%
MCA
2003
Magnolia Capital Advisors
Mississippi
$1.15M -$39K -277 -3%
CAM
2004
Covenant Asset Management
New Jersey
$1.15M -$1.55K -11 -0.1%
TWPM
2005
Total Wealth Planning & Management
Florida
$1.15M +$213K +1,512 +21%
WC
2006
Waterloo Capital
Texas
$1.15M -$56.1K -398 -5%
AF
2007
Arrow Financial
New York
$1.15M -$39.3K -279 -3%
BCP
2008
Berkeley Capital Partners
Georgia
$1.14M -$1.46M -10,350 -56%
FC
2009
Fjell Capital
North Dakota
$1.14M +$13.1K +93 +1%
FCM
2010
Firestone Capital Management
Florida
$1.14M -$153K -1,088 -12%
KFI
2011
Key Financial Inc
Pennsylvania
$1.14M – – –
MP
2012
Moment Partners
California
$1.14M +$6.63K +47 +0.6%
MPPLM
2013
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.14M +$45.1K +320 +4%
GWANC
2014
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.14M +$57.2K +406 +5%
SAM
2015
Sawgrass Asset Management
Florida
$1.14M -$141 -1 -0%
SCM
2016
Sterling Capital Management
North Carolina
$1.13M -$52.3M -371,080 -98%
WFM
2017
Wolff Financial Management
Michigan
$1.13M -$134K -953 -11%
SHF
2018
Safe Harbor Fiduciary
Florida
$1.13M +$128K +906 +13%
1IA
2019
1620 Investment Advisors
Massachusetts
$1.13M +$15.8K +112 +1%
EW
2020
Element Wealth
Mississippi
$1.13M +$35.9K +255 +3%
HWP
2021
Hibernia Wealth Partners
Louisiana
$1.13M +$795K +5,639 +253%
VRM
2022
Vectors Research Management
New York
$1.13M -$1.59M -11,246 -59%
T
2023
Tableaux
Massachusetts
$1.12M +$343K +2,435 +45%
SWM
2024
Salvus Wealth Management
New Jersey
$1.12M +$240K +1,700 +28%
EFSCE
2025
Enterprise Financial Services Corp (EFSC)
Missouri
$1.12M +$37.8K +268 +4%
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