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Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
2001
Smith & Howard Wealth Management
Georgia
$221K +$211K +1,892 New
MCM
2002
Marathon Capital Management
Maryland
$221K +$211K +1,894 New
TB
2003
Terril Brothers
Missouri
$220K +$209K +1,881 New
WFMPM
2004
Woodley Farra Manion Portfolio Management
Indiana
$220K +$210K +1,885 New
FPIS
2005
Financial Planning & Information Services
Wisconsin
$218K +$207K +1,863 New
RWMH
2006
Riverpoint Wealth Management Holdings
Illinois
$217K +$207K +1,859 New
AIIMS
2007
Analyst IMS Investment Management Services
Israel
$217K +$208K +1,870 New
HI
2008
Hudock Inc
Pennsylvania
$216K +$890 +8 +0.4%
CAS
2009
Cue Advisory Services
Arizona
$216K +$205K +1,843 New
DW
2010
Domani Wealth
Pennsylvania
$216K +$205K +1,845 New
FAM
2011
Fenimore Asset Management
New York
$215K +$205K +1,838 New
SAM
2012
SP Asset Management
California
$212K +$202K +1,814 New
AP
2013
Atwood & Palmer
Missouri
$211K -$1.56K -14 -0.8%
CCM
2014
Carderock Capital Management
Maryland
$210K +$200K +1,796 New
NP
2015
NS Partners
United Kingdom
$210K +$200K +1,800 New
MIC
2016
Meridian Investment Counsel
California
$209K +$199K +1,791 New
FFC
2017
First Financial Corp
Indiana
$208K – – –
LRIC
2018
Long Road Investment Counsel
Michigan
$208K +$198K +1,775 New
HFBOT
2019
Home Federal Bank of Tennessee
Tennessee
$208K +$198K +1,782 New
SM
2020
Sciencast Management
New Jersey
$207K -$516K -4,635 -72%
DFIG
2021
Dragon Financial & Investment Group
California
$207K -$90.6K -814 -31%
NPT
2022
Nixon Peabody Trust
Massachusetts
$207K -$50.1K -450 -20%
KWMG
2023
King Wealth Management Group
Florida
$207K +$197K +1,770 New
TCM
2024
Traynor Capital Management
Pennsylvania
$205K -$109K -982 -36%
WA
2025
WP Advisors
California
$205K -$19.7K -177 -9%
79 80
81
82 83