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Name Holding Trade Value Shares
Change
Change in
Stake
NPFS
2001
Novak & Powell Financial Services
Florida
$456K +$370K +9,105 New
FMN
2002
Financial Management Network
California
$455K +$25.7K +632 +7%
BOPW
2003
Brandywine Oak Private Wealth
Pennsylvania
$454K -$42.3K -1,042 -10%
TFIPS
2004
Towarzystwo Funduszy Inwestycyjnych PZU SA
$454K +$367K +9,030 New
JE
2005
JMAC Enterprises
Pennsylvania
$453K +$41 +1 +0%
BWL
2006
Bogart Wealth LLC
Virginia
$453K +$41 +1 +0%
BBPWM
2007
Blue Bell Private Wealth Management
Pennsylvania
$452K +$39.4K +971 +12%
FNC
2008
First National Corp
Massachusetts
$452K -$5.32K -131 -1%
PCMM
2009
Piedmont Capital Management (Montana)
Montana
$451K -$62.4K -1,535 -15%
WAM
2010
Walker Asset Management
Missouri
$450K +$127K +3,132 +54%
CBFP
2011
Cedar Brook Financial Partners
Ohio
$450K -$48.4K -1,191 -11%
DAM
2012
Diamant Asset Management
Connecticut
$450K +$12.2K +300 +3%
LCM
2013
Logan Capital Management
Pennsylvania
$450K -$2.31K -57 -0.6%
WWM
2014
Whalen Wealth Management
Nevada
$449K +$363K +8,929 New
HPIA
2015
Hamilton Point Investment Advisors
North Carolina
$448K -$5.69K -140 -2%
CG
2016
Clarus Group
Texas
$448K +$284 +7 +0.1%
GF
2017
Gimbal Financial
Indiana
$447K +$362K +8,901 New
CB
2018
Centennial Bank
Arkansas
$446K -$28.5K -701 -7%
SB
2019
Strategic Blueprint
Georgia
$445K +$40.7K +1,001 +13%
ZIG
2020
Zullo Investment Group
Pennsylvania
$444K +$31.8K +782 +10%
OC
2021
Oarsman Capital
Wisconsin
$444K -$20.3K -499 -5%
LCM
2022
LCM Capital Management
Illinois
$444K -$15.5K -381 -4%
BTWM
2023
Baker Tilly Wealth Management
Wisconsin
$444K -$105K -2,593 -23%
GD
2024
Grandfield & Dodd
New York
$443K +$4.06K +100 +1%
VRM
2025
Vectors Research Management
New York
$443K -$16.2K -400 -4%