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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2001
SRH Advisors
Kansas
$269K +$1.02K +19 +0.4%
BSAM
2002
Blue Square Asset Management
New York
$268K +$260K +4,836 New
PFA
2003
Pathway Financial Advisors
Vermont
$267K -$258K -4,800 -51%
MC
2004
Mathes Company
New York
$267K – – –
TLP
2005
Trinity Legacy Partners
Texas
$267K +$2.42K +45 +0.9%
HFG
2006
Heron Financial Group
New York
$267K +$241K +4,474 New
IRAG
2007
Investment Research & Advisory Group
Georgia
$267K +$259K +4,816 New
SL
2008
Savior LLC
Massachusetts
$266K +$258K +4,800 New
SIC
2009
Sigma Investment Counselors
Michigan
$265K -$41.7K -775 -14%
CIP
2010
Capital Insight Partners
Arizona
$264K -$40.6K -755 -14%
HWA
2011
HHM Wealth Advisors
Tennessee
$264K -$6.61K -123 -3%
CBFP
2012
Cedar Brook Financial Partners
Ohio
$264K +$17K +316 +7%
NC
2013
NovaPoint Capital
Georgia
$263K +$255K +4,752 New
HBWM
2014
Hollow Brook Wealth Management
New York
$262K – – –
WCG
2015
Weaver Consulting Group
California
$262K +$10.1K +188 +4%
BB
2016
Bell Bank
North Dakota
$259K -$2.05M -38,062 -89%
MCM
2017
McRae Capital Management
New Jersey
$259K – – –
WIP
2018
Wellesley Investment Partners
Massachusetts
$258K -$3.33K -62 -1%
VNA
2019
Valley National Advisers
Pennsylvania
$258K +$376 +7 +0.2%
W
2020
WealthOne
New York
$258K +$1.07K +20 +0.4%
VC
2021
Vestor Capital
Illinois
$258K +$72.6K +1,350 +41%
SC
2022
Solstein Capital
California
$258K +$250K +4,657 New
BWM
2023
BCS Wealth Management
Tennessee
$258K +$251K +4,664 New
MCCP
2024
Mission Creek Capital Partners
California
$258K +$251K +4,664 New
CFG
2025
CMC Financial Group
Georgia
$257K – – –
79 80
81
82 83