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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2001
Advisory Alpha
Michigan
$1.16M +$105K +4,190 +11%
GM
2002
GeoWealth Management
Illinois
$1.16M -$443K -17,680 -29%
KTC
2003
Kistler-Tiffany Companies
Pennsylvania
$1.16M +$540K +21,530 +104%
CCM
2004
Crew Capital Management
Ohio
$1.15M -$134K -5,330 -11%
DCM
2005
Delta Capital Management
New Jersey
$1.15M -$25.1K -1,000 -2%
AFG
2006
Albion Financial Group
Utah
$1.15M -$16.1K -640 -1%
ACM
2007
Alpha Capital Management
Texas
$1.15M -$11K -440 -1%
LS
2008
Leelyn Smith
Illinois
$1.15M +$1.04M +41,280 +4,391%
CFA
2009
Capstone Financial Advisors
Illinois
$1.15M +$38.1K +1,520 +4%
RPC
2010
Rossmore Private Capital
Connecticut
$1.15M +$58.2K +2,320 +6%
PAA
2011
Peregrine Asset Advisers
Oregon
$1.15M +$169K +6,720 +19%
EC
2012
Enhancing Capital
Pennsylvania
$1.15M – – –
CAM
2013
Cubic Asset Management
Massachusetts
$1.14M +$2.51K +100 +0.2%
S
2014
Surevest
California
$1.14M +$800K +31,890 +321%
WA
2015
WESPAC Advisors
California
$1.14M -$438K -17,450 -29%
PCM
2016
Prelude Capital Management
New York
$1.14M -$1.53M -60,820 -59%
CL
2017
Choreo LLC
Illinois
$1.13M -$201K -8,010 -16%
MCWA
2018
Meadow Creek Wealth Advisors
Georgia
$1.13M +$205K +8,180 +25%
MWM
2019
Mattern Wealth Management
Kansas
$1.13M +$106K +4,210 +11%
CAG
2020
Curtis Advisory Group
California
$1.13M -$25.1K -1,000 -2%
FP
2021
Fiduciary Planning
Florida
$1.13M +$50.9K +2,030 +5%
CAWM
2022
Capital Advisors Wealth Management
Washington
$1.13M +$324K +12,920 +46%
CIC
2023
Cornercap Investment Counsel
Georgia
$1.13M +$6.02K +240 +0.6%
MWPCG
2024
Measured Wealth Private Client Group
New Hampshire
$1.12M +$14.3K +570 +1%
HCM
2025
Highlander Capital Management
New Jersey
$1.12M +$12.5K +500 +1%
79 80
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