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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
2001
Hussman Strategic Advisors
Maryland
$1.45M +$1.43M +4,200 New
PIM
2002
Profit Investment Management
Maryland
$1.44M +$126K +368 +10%
IIM
2003
Ipswich Investment Management
Massachusetts
$1.44M -$3.07K -9 -0.2%
CA
2004
Callahan Advisors
Texas
$1.44M -$17.1K -50 -1%
LI
2005
Louisbourg Investments
New Brunswick, Canada
$1.44M -$205K -600 -13%
RFA
2006
Register Financial Advisors
Georgia
$1.44M +$51.9K +152 +4%
OFG
2007
Oxford Financial Group
Indiana
$1.44M -$389K -1,140 -21%
KIG
2008
Kowal Investment Group
Wisconsin
$1.43M +$8.87K +26 +0.6%
GSC
2009
G&S Capital
Colorado
$1.43M -$36.8K -108 -3%
OM
2010
OV Management
Minnesota
$1.43M +$20.5K +60 +1%
IP
2011
Investment Partners
Ohio
$1.43M +$2.39K +7 +0.2%
RGI
2012
River Global Investors
United Kingdom
$1.43M -$20.5K -60 -1%
DA
2013
Doliver Advisors
Texas
$1.43M -$1.36K -4 -0.1%
WC
2014
Westhampton Capital
North Carolina
$1.43M -$44.3K -130 -3%
DWM
2015
Destination Wealth Management
California
$1.42M -$155K -455 -10%
MW
2016
Members Wealth
Pennsylvania
$1.42M +$1.32M +3,859 New
SPC
2017
Spirepoint Private Client
Florida
$1.41M +$16.4K +48 +1%
FFC
2018
First Financial Corp
Indiana
$1.41M -$9.55K -28 -0.7%
MA
2019
MONECO Advisors
Connecticut
$1.41M +$251K +737 +22%
PMG
2020
ProVise Management Group
Florida
$1.41M -$1.02K -3 -0.1%
SAI
2021
Savvy Advisors Inc
New York
$1.41M +$667K +1,956 +92%
HAC
2022
Harbor Advisory Corp
New Hampshire
$1.41M +$25.6K +75 +2%
BWP
2023
Balboa Wealth Partners
Arizona
$1.4M +$124K +363 +10%
FWA
2024
FSM Wealth Advisors
Ohio
$1.4M +$10.2K +30 +0.7%
MWC
2025
MBM Wealth Consultants
Missouri
$1.4M +$129K +378 +10%
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