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Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
2001
Lake Street Private Wealth
Illinois
$601K -$278K -2,911 -30%
PMG
2002
ProVise Management Group
Florida
$600K +$18.2K +190 +3%
CRWM
2003
Castle Rock Wealth Management
California
$600K -$25.2K -263 -5%
PFSC
2004
Peoples Financial Services Corp
Pennsylvania
$598K -$9.56K -100 -1%
KWMG
2005
King Wealth Management Group
Florida
$597K -$129K -1,347 -16%
ET
2006
Equitable Trust
Tennessee
$594K -$153K -1,601 -19%
PWM
2007
PBMares Wealth Management
Virginia
$593K -$74.2K -776 -10%
CNC
2008
Citizens & Northern Corp
Pennsylvania
$592K +$7.37K +77 +1%
HC
2009
Hendley & Co
Ohio
$591K -$4.78K -50 -0.7%
CS
2010
Comerica Securities
Michigan
$589K -$590K -6,165 -48%
FHC
2011
First Heartland Consultants
Missouri
$589K -$765 -8 -0.1%
HR
2012
Hardy Reed
Mississippi
$589K – – –
TNBTD
2013
Trustmark National Bank Trust Department
Mississippi
$586K -$84.3K -881 -12%
HCM
2014
Hollencrest Capital Management
California
$586K -$47.6K -498 -7%
CCM
2015
Compton Capital Management
Rhode Island
$585K -$95.6K -999 -13%
AWA
2016
Amplius Wealth Advisors
Pennsylvania
$584K +$22K +230 +4%
HCP
2017
Hexagon Capital Partners
Arkansas
$584K -$110K -1,155 -15%
JGIA
2018
Jackson Grant Investment Advisers
Connecticut
$583K +$44.9K +469 +8%
VCA
2019
Verdence Capital Advisors
Maryland
$583K -$53.9K -564 -8%
CCM
2020
Cribstone Capital Management
Maine
$582K +$165K +1,721 +35%
GHA
2021
GW Henssler & Associates
Georgia
$581K -$137K -1,428 -18%
ESCM
2022
Echo Street Capital Management
New York
$581K -$241K -2,523 -27%
JDR
2023
Jay D. Rosenbaum
$581K +$52.4K +548 +9%
FWM
2024
Forza Wealth Management
Florida
$580K +$638K +6,674 New
LPIC
2025
LeJeune Puetz Investment Counsel
Michigan
$576K +$12K +125 +2%
79 80
81
82 83