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Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
2001
Marshall Financial Group (Maryland)
Maryland
$2.12M +$408K +1,230 +24%
FCFC
2002
First Commonwealth Financial Corp
Pennsylvania
$2.11M +$1.33K +4 +0.1%
PB
2003
Pinnacle Bancorp
Nebraska
$2.11M – – –
HI
2004
Harbour Investments
Wisconsin
$2.11M -$3.12M -9,400 -60%
FCA
2005
FLC Capital Advisors
California
$2.1M -$166K -500 -7%
AWA
2006
Arete Wealth Advisors
Illinois
$2.1M +$135K +406 +7%
WPC
2007
Wedmont Private Capital
Pennsylvania
$2.1M +$2.13M +6,424 New
TA
2008
Tectonic Advisors
Texas
$2.09M -$303K -914 -13%
CNAM
2009
Campbell Newman Asset Management
Wisconsin
$2.09M -$11.6K -35 -0.6%
RTC
2010
Riverview Trust Company
Washington
$2.08M – – –
WDC
2011
Woodward Diversified Capital
California
$2.08M -$224K -674 -10%
LFP
2012
Leeward Financial Partners
Washington
$2.07M +$2.04M +6,159 New
JAMONY
2013
Jacob Asset Management of New York
California
$2.07M -$903K -2,721 -31%
PP
2014
PDS Planning
Ohio
$2.07M +$455K +1,370 +29%
OFA
2015
Oak Family Advisors
Illinois
$2.07M +$24.2K +73 +1%
WCM
2016
WealthBridge Capital Management
Ohio
$2.07M -$377K -1,136 -16%
EGM
2017
Engineers Gate Manager
New York
$2.07M +$985K +2,967 +93%
TC
2018
TAGStone Capital
North Carolina
$2.06M +$2.03M +6,115 New
CCM
2019
Cribstone Capital Management
Maine
$2.05M -$233K -701 -10%
VWA
2020
Visionary Wealth Advisors
Illinois
$2.05M +$270K +812 +15%
CCT
2021
Country Club Trust
Missouri
$2.05M +$65.7K +198 +3%
AA
2022
Aire Advisors
California
$2.04M +$2.01M +6,059 New
BG
2023
Bahl & Gaynor
Ohio
$2.04M -$37.8K -114 -2%
GCMG
2024
Gyroscope Capital Management Group
Florida
$2.04M -$17.6K -53 -0.9%
SIS
2025
Sound Income Strategies
Florida
$2.04M +$224K +675 +13%
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