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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
2001
Family Management
New York
$591K -$62.3K -3,000 -10%
GGS
2002
Galvin Gaustad & Stein
Arizona
$590K -$831 -40 -0.1%
BFIM
2003
Beese Fulmer Investment Management
Ohio
$587K +$8.72K +420 +2%
CA
2004
Cambridge Advisors
Nebraska
$584K – – –
BFA
2005
Bragg Financial Advisors
North Carolina
$584K +$12.5K +600 +2%
LPIC
2006
LeJeune Puetz Investment Counsel
Michigan
$584K +$45.7K +2,200 +8%
AWM
2007
Activest Wealth Management
Florida
$584K +$348K +16,760 +147%
FWP
2008
FAS Wealth Partners
Kansas
$583K +$114K +5,480 +24%
KOC
2009
Koss-Olinger Consulting
Florida
$581K -$76.6K -3,690 -12%
PP
2010
Palladium Partners
Virginia
$581K +$156K +7,500 +36%
HCP
2011
Holt Capital Partners
Texas
$580K – – –
WCM
2012
WealthBridge Capital Management
Ohio
$579K +$22.6K +1,090 +4%
BFG
2013
Berger Financial Group
Minnesota
$578K +$7.27K +350 +1%
CAM
2014
Columbia Asset Management
Michigan
$577K -$10.2K -490 -2%
JWCA
2015
J.W. Coons Advisors
Ohio
$575K +$41.5K +2,000 +8%
HI
2016
Hudock Inc
Pennsylvania
$575K +$76.2K +3,670 +15%
SAM
2017
Silphium Asset Management
United Kingdom
$572K +$573K +27,600 New
PCFFS
2018
Pacific Center for Financial Services
California
$571K +$22.6K +1,090 +4%
DP
2019
Dearborn Partners
Illinois
$571K +$45.7K +2,200 +9%
MCM
2020
Maple Capital Management
Vermont
$567K -$1.81M -87,140 -76%
EM
2021
Excalibur Management
Massachusetts
$565K -$94.1K -4,530 -14%
AHB
2022
Abner Herrman & Brock
New Jersey
$563K -$14.7K -710 -3%
SEIA
2023
Signature Estate & Investment Advisors
California
$563K +$39K +1,880 +7%
AWM
2024
Aevitas Wealth Management
Massachusetts
$562K +$564K +27,150 New
CAL
2025
Capital Analysts LLC
Pennsylvania
$561K +$45.1K +2,170 +9%
79 80
81
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