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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2001
SevenOneSeven Capital Management
Pennsylvania
$311K +$15.6K +1,160 +5%
MFWM
2002
Motley Fool Wealth Management
Virginia
$310K +$2.69K +200 +0.9%
PFA
2003
Pinnacle Family Advisors
Missouri
$309K -$201K -14,960 -39%
OWA
2004
Opal Wealth Advisors
New York
$309K -$6.45K -480 -2%
WA
2005
Wealth Architects
California
$309K -$2.69K -200 -0.9%
SIAP
2006
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$308K +$21.5K +1,600 +7%
VC
2007
Veracity Capital
Georgia
$308K +$34.9K +2,600 +13%
PP
2008
Pegasus Partners
Wisconsin
$308K +$104K +7,720 +50%
AC
2009
Apogem Capital
New York
$307K +$309K +23,000 New
DHFB
2010
Dixon Hubard Feinour & Brown
Virginia
$306K -$202K -15,040 -40%
KPWG
2011
KFA Private Wealth Group
Virginia
$304K -$77.4K -5,760 -20%
TA
2012
Trellis Advisors
Washington
$303K +$7.53K +560 +3%
PFM
2013
Peak Financial Management
Massachusetts
$302K +$54.8K +4,080 +22%
APA
2014
Allegiant Private Advisors
Florida
$302K +$304K +22,600 New
ESBC
2015
E.S. Barr & Co
Kentucky
$301K – – –
SNBOSCI
2016
Security National Bank of Sioux City Iowa
Iowa
$301K +$82.3K +6,120 +37%
CFO
2017
CVA Family Office
Colorado
$301K +$237K +17,600 +358%
PFA
2018
Pure Financial Advisors
California
$300K +$41.9K +3,120 +16%
FNB
2019
Farmers National Bank
Kentucky
$299K -$5.38K -400 -2%
VCM
2020
Vivaldi Capital Management
Illinois
$299K -$258K -19,160 -48%
PP
2021
Palladium Partners
Virginia
$299K +$301K +22,400 New
FWCM
2022
Ferguson Wellman Capital Management
Oregon
$298K +$58.1K +4,320 +24%
SBL
2023
Sargent Bickham Lagudis
Colorado
$295K -$74.7K -5,560 -20%
HI
2024
Hudock Inc
Pennsylvania
$295K – – –
KCM
2025
Kanawha Capital Management
Virginia
$295K +$2.69K +200 +0.9%
79 80
81
82 83