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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
2001
Davidson Capital Management
Texas
$16.9K -$896 -7 -6%
VWWMG
2002
Vermillion & White Wealth Management Group
Pennsylvania
$16.9K +$7.93K +62 +159%
MFT
2003
Moisand Fitzgerald Tamayo
Florida
$16.8K -$1.92K -15 -13%
KHC
2004
Koesten Hirschmann & Crabtree
Kansas
$16.7K -$6.01K -47 -32%
CAM
2005
Chesapeake Asset Management
New York
$16.7K – – –
CAM
2006
Costello Asset Management
Pennsylvania
$16.7K – – –
CHC
2007
City Holding Co
West Virginia
$16.7K +$3.2K +25 +33%
RFS
2008
Richardson Financial Services
Massachusetts
$16.4K +$11.4K +89 +989%
CTA
2009
Colonial Trust Advisors
South Carolina
$16.3K +$6.4K +50 +106%
MAM
2010
Marquette Asset Management
Minnesota
$16.2K +$12.4K +97 New
BWAM
2011
Boyd Watterson Asset Management
Ohio
$16.2K – – –
BHWM
2012
Beaird Harris Wealth Management
Texas
$16.2K +$1.15K +9 +10%
CFG
2013
CKW Financial Group
Hawaii
$16K – – –
AT
2014
Arlington Trust
Alabama
$15.9K +$6.4K +50 +111%
CWP
2015
Clark Wealth Partners
Illinois
$15.7K – – –
TIM
2016
Tortoise Investment Management
New York
$15.1K +$256 +2 +2%
IWM
2017
IMG Wealth Management
Florida
$14.9K – – –
CTC
2018
Cetera Trust Company
Minnesota
$14.6K – – –
PWMG
2019
Private Wealth Management Group
New Jersey
$14.4K – – –
SIC
2020
SJS Investment Consulting
Ohio
$14.1K – – –
TF
2021
Tompkins Financial
New York
$13.9K – – –
MBFW
2022
Morton Brown Family Wealth
Pennsylvania
$13.6K – – –
RDFA
2023
Ritter Daniher Financial Advisory
Ohio
$12.5K – – –
FWM
2024
FSA Wealth Management
Massachusetts
$12.2K – – –
BFS
2025
Bare Financial Services
Pennsylvania
$12K +$256 +2 +3%
79 80
81
82 83