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Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
2001
GW Henssler & Associates
Georgia
$683K +$13.4K +133 +2%
CPIA
2002
Cornell Pochily Investment Advisors
New York
$683K +$30.3K +301 +5%
CNC
2003
Citizens & Northern Corp
Pennsylvania
$682K +$403 +4 +0.1%
FBB
2004
Fulton Breakefield Broenniman
Maryland
$682K -$23.3K -231 -3%
HIC
2005
Holderness Investments Company
North Carolina
$682K -$50.5K -501 -7%
IIM
2006
Intact Investment Management
Quebec, Canada
$681K -$363K -3,600 -35%
HGERS
2007
Householder Group Estate & Retirement Specialist
Arizona
$678K +$683K +6,774 New
AWP
2008
Accretive Wealth Partners
New Jersey
$676K +$34K +337 +5%
KIC
2009
Kensington Investment Counsel
California
$673K -$46.9K -465 -6%
BCG
2010
Breakwater Capital Group
New Jersey
$672K +$37.6K +373 +6%
EI
2011
Ellevest Inc
New York
$670K +$24.6K +244 +4%
RCA
2012
Reitz Capital Advisors
Michigan
$667K -$44.4K -440 -6%
SIAG
2013
Signet Investment Advisory Group
Rhode Island
$667K +$3.93K +39 +0.6%
FRA
2014
Front Row Advisors
California
$666K +$129K +1,275 +24%
SSWM
2015
Sheets Smith Wealth Management
North Carolina
$662K +$4.74K +47 +0.7%
FHC
2016
First Heartland Consultants
Missouri
$661K -$17.5K -174 -3%
FWM
2017
Forza Wealth Management
Florida
$661K -$7.46K -74 -1%
AWA
2018
Aaron Wealth Advisors
Illinois
$661K +$113K +1,119 +20%
BDFN
2019
Bond & Devick Financial Network
Minnesota
$660K – – –
FCB
2020
First Command Bank
Texas
$658K -$209K -2,069 -24%
FCFS
2021
First Command Financial Services
Texas
$658K -$209K -2,069 -24%
BIM
2022
Barton Investment Management
Pennsylvania
$656K – – –
FAM
2023
Formidable Asset Management
Ohio
$656K -$4.84K -48 -0.7%
SAM
2024
Stansberry Asset Management
Texas
$656K +$42.4K +421 +7%
GG
2025
Gleason Group
Kentucky
$656K +$12K +119 +2%
79 80
81
82 83