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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
2001
Hartford Funds Management
Pennsylvania
$911K +$39.2K +86 +4%
CWM
2002
Cahill Wealth Management
Michigan
$911K +$1.82K +4 +0.2%
WKWM
2003
Walter & Keenan Wealth Management
Indiana
$910K -$27.3K -60 -3%
SRC
2004
Shufro Rose & Co
New York
$906K +$9.11K +20 +1%
AFT
2005
Alpha Family Trust
California
$904K – – –
AM
2006
Atwater Malick
Pennsylvania
$895K – – –
IA
2007
IFG Advisory
Georgia
$894K +$923K +2,027 New
BB
2008
Berkshire Bank
Massachusetts
$891K -$380K -835 -29%
NRC
2009
New Republic Capital
North Carolina
$889K +$133K +292 +17%
SAM
2010
Sompo Asset Management
Japan
$887K – – –
WLG
2011
Williamson Legacy Group
Indiana
$886K -$810K -1,779 -47%
FMC
2012
First Merchants Corp
Indiana
$885K +$149K +326 +19%
VST
2013
Van Strum & Towne
California
$882K – – –
CCM
2014
Canal Capital Management
Virginia
$881K -$2.28K -5 -0.2%
WRPWM
2015
Werba Rubin Papier Wealth Management
California
$878K +$203K +445 +29%
DEM
2016
Disciplined Equity Management
Florida
$878K – – –
FFA
2017
Florida Financial Advisors
Florida
$878K +$221K +485 +32%
FHC
2018
First Heartland Consultants
Missouri
$877K -$18.7K -41 -2%
HWM
2019
Hemington Wealth Management
Virginia
$875K +$23.2K +51 +3%
WMA
2020
Wealth Management Associates
New Jersey
$874K – – –
DWM
2021
Dorchester Wealth Management
Quebec, Canada
$873K -$146K -320 -14%
SIA
2022
Strategic Investment Advisors
Michigan
$872K -$5.01K -11 -0.6%
HWM
2023
Howard Wealth Management
Connecticut
$872K – – –
WOC
2024
West Oak Capital
California
$871K +$6.83K +15 +0.8%
BCM
2025
Boltwood Capital Management
California
$871K +$9.11K +20 +1%
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