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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2001
Beacon Financial Group
Texas
$528K +$11K +120 +2%
CPSAC
2002
Chas P. Smith & Associates (CPS)
Florida
$527K +$14.4K +156 +3%
DIM
2003
Delta Investment Management
California
$526K +$184 +2 +0%
AL
2004
Arnhold LLC
New York
$526K -$184K -2,000 -27%
HCM
2005
Hutchinson Capital Management
California
$524K -$2.21K -24 -0.4%
FFO
2006
Fiduciary Family Office
Florida
$524K -$49.5K -538 -9%
WDG
2007
Wealth Dimensions Group
Ohio
$523K +$6.72K +73 +1%
AF
2008
Advisornet Financial
Minnesota
$520K +$25.9K +281 +5%
NBT
2009
Northwest Bank & Trust
Iowa
$518K +$26K +283 +6%
NCM
2010
Neumann Capital Management
California
$516K – – –
HIC
2011
Holderness Investments Company
North Carolina
$515K +$77.4K +841 +19%
PMG
2012
ProVise Management Group
Florida
$515K -$17.4K -189 -3%
GA
2013
Goldstein Advisors
Wisconsin
$514K -$4.32K -47 -0.9%
MCWS
2014
McKinley Carter Wealth Services
West Virginia
$513K -$7.82K -85 -2%
QL
2015
Quarry LP
New York
$512K +$295K +3,211 +152%
AFA
2016
American Financial Advisors
Georgia
$512K -$13.4K -146 -3%
OFG
2017
Oxford Financial Group
Indiana
$511K -$49.9K -542 -9%
MC
2018
Mathes Company
New York
$510K -$19.3K -210 -4%
GJIA
2019
Glass Jacobson Investment Advisors
Maryland
$510K +$13.9K +151 +3%
CYG
2020
Clean Yield Group
Vermont
$509K – – –
FFG
2021
Fiduciary Financial Group
California
$508K +$6.07K +66 +1%
BCFD
2022
Boit C.F. David
$508K – – –
VNA
2023
Valley National Advisers
Pennsylvania
$508K -$77.3K -840 -14%
HHRDM
2024
H&H Retirement Design & Management
Nevada
$507K -$17.3K -188 -3%
FP
2025
Financial Perspectives
Minnesota
$506K +$92 +1 +0%
79 80
81
82 83