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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2001
Manchester Capital Management
Vermont
$563K -$286K -2,594 -34%
FB
2002
First Bancorp
Maine
$563K -$22K -200 -4%
NJIM
2003
Nabity-Jensen Investment Management
Nebraska
$563K +$2.64K +24 +0.5%
AFA
2004
American Financial Advisors
Georgia
$561K -$1.21K -11 -0.2%
RWM
2005
RKL Wealth Management
Pennsylvania
$560K -$58.8K -534 -10%
RL
2006
Rogco LP
Oklahoma
$558K +$25.1K +228 +5%
BFG
2007
Berger Financial Group
Minnesota
$558K -$17.5K -159 -3%
EIP
2008
Ellis Investment Partners
Pennsylvania
$557K +$32.8K +298 +6%
RWP
2009
Ridgecrest Wealth Partners
California
$555K -$315K -2,859 -37%
CVM
2010
Cheviot Value Management
California
$555K -$602K -5,464 -52%
PGWM
2011
Parisi Gray Wealth Management
New Jersey
$554K -$3.85K -35 -0.7%
FFP
2012
FourThought Financial Partners
Florida
$553K +$160K +1,449 +42%
PFG
2013
PAX Financial Group
Texas
$552K -$59.1K -537 -10%
TWA
2014
TCI Wealth Advisors
Arizona
$552K -$39.3K -357 -7%
AMIM
2015
Aull & Monroe Investment Management
Alabama
$551K -$1.76K -16 -0.3%
WPA
2016
West Paces Advisors
Georgia
$551K +$16.2K +147 +3%
AFG
2017
Allegheny Financial Group
Pennsylvania
$551K +$6.06K +55 +1%
LI
2018
LifeWealth Investments
Florida
$550K -$112K -1,020 -17%
GHA
2019
GW Henssler & Associates
Georgia
$550K +$6.39K +58 +1%
JSAM
2020
J. Safra Asset Management
New York
$549K +$255K +2,311 +92%
CA
2021
COFG Advisors
Illinois
$549K +$531K +4,825 New
GDP
2022
Great Diamond Partners
Maine
$549K -$74.3K -675 -12%
TTWM
2023
TCV Trust & Wealth Management
Virginia
$549K +$47.1K +428 +10%
WC
2024
Waterloo Capital
Texas
$547K +$60.1K +546 +13%
HWM
2025
Hohimer Wealth Management
Washington
$547K -$2.68M -24,328 -83%
79 80
81
82 83