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Name Holding Trade Value Shares
Change 		Change in
Stake
EMG
2001
Ellington Management Group
Connecticut
– -$229K -5,000 Closed
VWM
2002
Venturi Wealth Management
Texas
– -$227K -4,956 Closed
FM
2003
Foster & Motley
Ohio
– -$225K -4,894 Closed
AIP
2004
Ahrens Investment Partners
Louisiana
– -$218K -4,743 Closed
CCM
2005
Canal Capital Management
Virginia
– -$217K -4,732 Closed
KM
2006
Kalos Management
Georgia
– -$215K -4,727 Closed
ACG
2007
Allen Capital Group
Nebraska
– -$216K -4,706 Closed
BFG
2008
Barber Financial Group
Kansas
– -$216K -4,705 Closed
AAS
2009
Annex Advisory Services
Wisconsin
– -$214K -4,662 Closed
ZAM
2010
Zevin Asset Management
Massachusetts
– -$213K -4,644 Closed
ANB
2011
Amarillo National Bank
Texas
– -$213K -4,634 Closed
ECAM
2012
East Coast Asset Management
Massachusetts
– -$212K -4,628 Closed
WIA
2013
Westbourne Investment Advisors
Maryland
– -$212K -4,619 Closed
NA
2014
Nottingham Advisors
New York
– -$211K -4,596 Closed
GWCM
2015
Godshalk Welsh Capital Management
Pennsylvania
– -$209K -4,550 Closed
ATFA
2016
All Terrain Financial Advisors
Minnesota
– -$209K -4,545 Closed
CRWM
2017
Castle Rock Wealth Management
California
– -$208K -4,528 Closed
EA
2018
Evanston Advisors
Illinois
– -$208K -4,525 Closed
HJA
2019
Hugh Johnson Advisors
New York
– -$208K -4,523 Closed
HBWM
2020
Hollow Brook Wealth Management
New York
– -$206K -4,500 Closed
ACM
2021
Argent Capital Management
Missouri
– -$214K -4,496 Closed
LFG
2022
Larson Financial Group
Missouri
– -$205K -4,477 Closed
LBC
2023
Lawrence B. Cohen
– -$205K -4,468 Closed
GC
2024
Gilbert & Cook
Iowa
– -$202K -4,402 Closed
HCA
2025
Harbour Capital Advisors
Virginia
– -$200K -4,356 Closed
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