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Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2001
Cooper/Haims Advisors
New York
$259K -$14.3K -80 -5%
PA
2002
Perennial Advisors
New York
$259K +$152K +850 +129%
CRWM
2003
Castle Rock Wealth Management
California
$258K -$490K -2,730 -65%
MLFP
2004
MPS Loria Financial Planners
Illinois
$258K +$897 +5 +0.3%
CCA
2005
Conservest Capital Advisors
Pennsylvania
$257K +$538 +3 +0.2%
RTS
2006
Round Table Services
New Jersey
$256K +$21K +117 +9%
CL
2007
CIM LLC
New York
$255K -$9.86K -55 -4%
IRC
2008
Investors Research Corp
Georgia
$255K -$897 -5 -0.3%
AA
2009
Advisory Alpha
Michigan
$255K +$250K +1,395 New
CTB
2010
Country Trust Bank
Illinois
$254K -$897 -5 -0.3%
IWA
2011
Inspirion Wealth Advisors
Illinois
$253K – – –
BCI
2012
Brinker Capital Investments
Pennsylvania
$251K +$121K +673 +86%
PWA
2013
Peterson Wealth Advisors
Utah
$250K +$10.8K +60 +4%
SDJVC
2014
St. Denis J. Villere & Co
Louisiana
$249K – – –
MIH
2015
Meitav Investment House
Israel
$248K – – –
WC
2016
Weil Company
California
$248K – – –
RRWA
2017
Rainey & Randall Wealth Advisors
Florida
$247K +$897 +5 +0.3%
JCM
2018
Jacobi Capital Management
Pennsylvania
$247K +$40.5K +226 +19%
AC
2019
Avestar Capital
New York
$246K -$19K -106 -6%
EGWAG
2020
Elwood & Goetz Wealth Advisory Group
Georgia
$246K +$257K +1,434 New
HPC
2021
Hobart Private Capital
North Carolina
$246K +$30.3K +169 +13%
PCM
2022
Poehling Capital Management
Wisconsin
$245K +$53.8K +300 +27%
CASB
2023
Cape Ann Savings Bank
Massachusetts
$243K -$18.8K -105 -8%
GIM
2024
Goelzer Investment Management
Indiana
$242K – – –
MCIA
2025
Mountain Capital Investment Advisors
Colorado
$242K +$14.3K +80 +6%
79 80
81
82 83