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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2001
SL Advisors
New Jersey
$372K +$1.86K +36 +0.5%
CS
2002
Cannell & Spears
New York
$372K +$54.3K +1,050 +18%
HAC
2003
Harbor Advisory Corp
New Hampshire
$370K +$118K +2,288 +51%
CCP
2004
Cardan Capital Partners
Colorado
$369K +$84.8K +1,641 +32%
TVAMP
2005
Tennessee Valley Asset Management Partners
Tennessee
$368K +$347K +6,708 New
AAS
2006
Annex Advisory Services
Wisconsin
$367K +$11.5K +223 +3%
CHP
2007
Cable Hill Partners
Oregon
$367K +$20.7K +401 +6%
AWA
2008
Alta Wealth Advisors
Massachusetts
$367K +$346K +6,697 New
TWM
2009
TriaGen Wealth Management
California
$367K +$346K +6,701 New
BHTS
2010
Bar Harbor Trust Services
Maine
$365K -$28.6K -553 -8%
PI
2011
Pettee Investors
Connecticut
$365K – – –
HI
2012
Hendershot Investments
Virginia
$364K +$51.7K +1,000 +18%
KL
2013
KWMG LLC
Kansas
$363K +$7.08K +137 +2%
SA
2014
SRH Advisors
Kansas
$362K +$1.14K +22 +0.3%
FPCM
2015
Financial Partners Capital Management
New York
$362K – – –
KFI
2016
Key Financial Inc
Pennsylvania
$361K -$7.29K -141 -2%
WOC
2017
West Oak Capital
California
$360K +$5.79K +112 +2%
DIS
2018
Diversified Investment Strategies
Louisiana
$359K – – –
GIP
2019
Granite Investment Partners
California
$358K – – –
ACM
2020
Alethea Capital Management
Washington
$357K – – –
FUBT
2021
First United Bank & Trust
Maryland
$356K -$10.3K -200 -3%
MIC
2022
Meridian Investment Counsel
California
$356K – – –
SCM
2023
Sterneck Capital Management
Missouri
$356K – – –
WG
2024
Winton Group
United Kingdom
$356K +$336K +6,500 New
9WM
2025
9258 Wealth Management
Ohio
$355K -$31.3K -606 -9%
79 80
81
82 83