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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2001
Harvey Capital Management
Florida
$499K +$11.2K +100 +2%
LWM
2002
Liberty Wealth Management
California
$498K +$23.8K +213 +5%
EF
2003
Empirical Finance
Pennsylvania
$496K +$201K +1,796 +67%
AA
2004
Apriem Advisors
California
$495K +$70.2K +628 +16%
JF
2005
JSF Financial
California
$494K -$1.34K -12 -0.3%
LDFR
2006
Lehman & Derafelo Financial Resources
Pennsylvania
$494K +$1.45K +13 +0.3%
MWM
2007
Meridian Wealth Management
Kentucky
$493K -$112K -1,002 -18%
CPIG
2008
Chicago Partners Investment Group
Illinois
$491K -$656K -5,871 -61%
GRQ
2009
Gardner Russo & Quinn
Pennsylvania
$488K -$7.82K -70 -2%
PK
2010
Pflug Koory
Nebraska
$488K +$86.4K +773 +21%
PHAM
2011
Palisades Hudson Asset Management
Florida
$488K +$123K +1,096 +33%
JA
2012
JOYN Advisors
Georgia
$487K -$336K -3,004 -41%
TPW
2013
Tiller Private Wealth
Pennsylvania
$486K +$9.84K +88 +2%
DIM
2014
DC Investments Management
Virginia
$484K +$894 +8 +0.2%
WA
2015
Wealth Architects
California
$484K +$158K +1,411 +48%
PSC
2016
Prentiss Smith & Co
Vermont
$480K +$6.71K +60 +1%
PWPS
2017
Pinnacle Wealth Planning Services
Ohio
$479K -$5.7K -51 -1%
MWM
2018
Merriman Wealth Management
Washington
$477K -$92K -823 -16%
NAM
2019
NorthCoast Asset Management
Connecticut
$477K – – –
SCP
2020
Seizert Capital Partners
Michigan
$477K – – –
BWP
2021
Bernardo Wealth Planning
Pennsylvania
$477K +$93.2K +834 +24%
WA
2022
Winfield Associates
Ohio
$475K – – –
FCB
2023
First Command Bank
Texas
$474K +$1.68K +15 +0.4%
FCFS
2024
First Command Financial Services
Texas
$474K +$1.68K +15 +0.4%
GC
2025
Grace Capital
Massachusetts
$474K +$453K +4,054 +1,912%
79 80
81
82 83