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Name Holding Trade Value Shares
Change 		Change in
Stake
BSC
2001
Brown Shipley & Co
United Kingdom
$79.6K -$236 -2 -0.4%
OSNBOA
2002
Old Second National Bank of Aurora
Illinois
$79K – – –
JFA
2003
JNBA Financial Advisors
Minnesota
$78.3K – – –
DIP
2004
DT Investment Partners
Pennsylvania
$77.4K +$48.7K +413 +295%
SA
2005
SRH Advisors
Kansas
$76.7K – – –
CP
2006
Castleview Partners
Texas
$76.5K +$236 +2 +0.4%
PP
2007
Pacifica Partners
Canada
$75.8K – – –
TFGT
2008
TS Financial Group (TSFG)
Illinois
$75K -$1.65K -14 -3%
CMP
2009
Coston McIsaac & Partners
Maine
$75K – – –
BC
2010
Broadwater Capital
Massachusetts
$73.4K – – –
RA
2011
Ransom Advisory
Rhode Island
$72.5K +$60.9K +517 New
GFL
2012
Granite FO LLC
New Hampshire
$72.4K – – –
CAM
2013
Chesapeake Asset Management
New York
$70.8K +$19.4K +165 +49%
PWMG
2014
Private Wealth Management Group
New Jersey
$70K -$12.3K -104 -17%
EFP
2015
EnRich Financial Partners
Wisconsin
$69.9K +$58.8K +499 New
PCTC
2016
Perkins Coie Trust Company
Washington
$69K – – –
MFG
2017
Mendota Financial Group
Wisconsin
$68.5K -$6.72K -57 -10%
GKIM
2018
GW&K Investment Management
Massachusetts
$68K -$1.77K -15 -3%
DFA
2019
DHJJ Financial Advisors
Illinois
$67.1K – – –
FFL
2020
Financial Freedom LLC
Ohio
$66.5K – – –
FFC
2021
First Financial Corp
Indiana
$65.8K – – –
CAC
2022
Core Alternative Capital
Georgia
$65.3K -$73.5K -624 -57%
RCM
2023
Raleigh Capital Management
North Carolina
$64.9K +$29.8K +253 +120%
DPW
2024
DiNuzzo Private Wealth
Pennsylvania
$64.4K – – –
FWA
2025
FSC Wealth Advisors
New York
$64.3K – – –
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