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Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
2001
Retirement Planning Company of New England
Rhode Island
$1.32M -$762 -5 -0.1%
WMWM
2002
Wilkins Miller Wealth Management
Alabama
$1.32M +$9.6K +63 +0.7%
KP
2003
Keel Point
Alabama
$1.32M +$64.3K +422 +5%
WWA
2004
Wingate Wealth Advisors
Massachusetts
$1.31M +$83.6K +549 +7%
SEIA
2005
Signature Estate & Investment Advisors
California
$1.31M -$288K -1,891 -18%
EA
2006
Emerald Advisors
Washington
$1.31M +$51.2K +336 +4%
CB
2007
Centennial Bank
Arkansas
$1.31M -$6.85K -45 -0.5%
GA
2008
GoalVest Advisory
New York
$1.31M -$84.4K -554 -6%
HNB
2009
Hilltop National Bank
Wyoming
$1.31M +$254K +1,669 +24%
SIP
2010
Snowwater Investment Partners
Connecticut
$1.31M +$1.3M +8,564 New
FCFC
2011
First Commonwealth Financial Corp
Pennsylvania
$1.3M -$105K -692 -7%
BIM
2012
Baldwin Investment Management
Pennsylvania
$1.3M – – –
GWM
2013
Gibbs Wealth Management
Georgia
$1.3M -$47.2K -310 -4%
SWM
2014
Salvus Wealth Management
New Jersey
$1.3M +$45.1K +296 +4%
CGF
2015
Constant Guidance Financial
Massachusetts
$1.3M +$1.3M +8,509 New
TCCM
2016
Timber Creek Capital Management
Massachusetts
$1.3M – – –
BCP
2017
Berkeley Capital Partners
Georgia
$1.29M +$20.1K +132 +2%
SP
2018
SmartHarvest Portfolios
Washington
$1.29M +$1.29M +8,481 New
CIA
2019
Cascade Investment Advisors
Oregon
$1.29M +$52.2K +343 +4%
WCM
2020
Weik Capital Management
Pennsylvania
$1.29M -$3.2K -21 -0.2%
AWS
2021
Aspen Wealth Strategies
Colorado
$1.29M +$305 +2 +0%
JRPIM
2022
Journey Retirement Planning & Investment Management
Idaho
$1.28M +$1.28M +8,420 New
SFO
2023
Stenger Family Office
Illinois
$1.28M -$2.68M -17,587 -68%
GFA
2024
Gallagher Fiduciary Advisors
Illinois
$1.28M +$37.3K +245 +3%
FWM
2025
FMB Wealth Management
California
$1.27M -$6.09K -40 -0.5%
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