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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2001
Independence Advisors
Pennsylvania
$500K +$37.9K +339 +8%
HCM
2002
Harvey Capital Management
Florida
$499K +$11.2K +100 +2%
LWM
2003
Liberty Wealth Management
California
$498K +$23.8K +213 +5%
EF
2004
Empirical Finance
Pennsylvania
$496K +$201K +1,796 +67%
AA
2005
Apriem Advisors
California
$495K +$70.2K +628 +16%
JF
2006
JSF Financial
California
$494K -$1.34K -12 -0.3%
LDFR
2007
Lehman & Derafelo Financial Resources
Pennsylvania
$494K +$1.45K +13 +0.3%
MWM
2008
Meridian Wealth Management
Kentucky
$493K -$112K -1,002 -18%
CPIG
2009
Chicago Partners Investment Group
Illinois
$491K -$656K -5,871 -61%
GRQ
2010
Gardner Russo & Quinn
Pennsylvania
$488K -$7.82K -70 -2%
PK
2011
Pflug Koory
Nebraska
$488K +$86.4K +773 +21%
PHAM
2012
Palisades Hudson Asset Management
Florida
$488K +$123K +1,096 +33%
JA
2013
JOYN Advisors
Georgia
$487K -$336K -3,004 -41%
TPW
2014
Tiller Private Wealth
Pennsylvania
$486K +$9.84K +88 +2%
DIM
2015
DC Investments Management
Virginia
$484K +$894 +8 +0.2%
WA
2016
Wealth Architects
California
$484K +$158K +1,411 +48%
PSC
2017
Prentiss Smith & Co
Vermont
$480K +$6.71K +60 +1%
PWPS
2018
Pinnacle Wealth Planning Services
Ohio
$479K -$5.7K -51 -1%
MWM
2019
Merriman Wealth Management
Washington
$477K -$92K -823 -16%
NAM
2020
NorthCoast Asset Management
Connecticut
$477K – – –
SCP
2021
Seizert Capital Partners
Michigan
$477K – – –
BWP
2022
Bernardo Wealth Planning
Pennsylvania
$477K +$93.2K +834 +24%
WA
2023
Winfield Associates
Ohio
$475K – – –
FCB
2024
First Command Bank
Texas
$474K +$1.68K +15 +0.4%
FCFS
2025
First Command Financial Services
Texas
$474K +$1.68K +15 +0.4%
79 80
81
82 83