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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
2001
Orrstown Financial Services
Pennsylvania
$212K -$805K -5,876 -78%
LD
2002
Lipe & Dalton
New York
$212K -$42.9K -313 -16%
AC
2003
Addison Capital
Pennsylvania
$212K -$1.65K -12 -0.7%
AIP
2004
Ahrens Investment Partners
Louisiana
$212K +$225K +1,641 New
BL
2005
Balentine LLC
Georgia
$211K -$7.54K -55 -3%
EAMA
2006
EFG Asset Management (Americas)
Florida
$209K +$222K +1,617 New
TCM
2007
Tuttle Capital Management
Connecticut
$209K +$222K +1,617 New
TPW
2008
Tiller Private Wealth
Pennsylvania
$208K -$34.8K -254 -14%
CCA
2009
Clearwater Capital Advisors
Illinois
$203K -$6.72K -49 -3%
IG
2010
Ithaka Group
Virginia
$203K – – –
PCFFS
2011
Pacific Center for Financial Services
California
$202K -$3.43K -25 -2%
B
2012
Brightworth
Georgia
$202K – – –
PC
2013
Palo Capital
California
$201K – – –
RCWMU
2014
Rothschild & Co Wealth Management (UK)
United Kingdom
$195K – – –
CHP
2015
Cable Hill Partners
Oregon
$193K +$274 +2 +0.1%
CAL
2016
Capital Advisors Ltd
Ohio
$179K – – –
FWC
2017
First Washington Corp
Washington
$176K – – –
BC
2018
Barnett & Company
Tennessee
$165K -$17.8K -130 -9%
CWP
2019
Capital Wealth Planning
Florida
$164K -$212K -1,549 -55%
WAS
2020
WESPAC Advisors SoCal
California
$158K -$5.2M -37,959 -97%
WA
2021
Winfield Associates
Ohio
$153K -$34.7K -253 -18%
RFWA
2022
RPg Family Wealth Advisory
Massachusetts
$147K +$30K +219 +24%
RS
2023
Robeco Schweiz
Switzerland
$146K – – –
CP
2024
Corbenic Partners
Pennsylvania
$144K +$20.7K +151 +16%
VC
2025
Vestor Capital
Illinois
$139K -$44K -321 -23%
79 80
81
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