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Name Holding Trade Value Shares
Change
Change in
Stake
CMTU
2001
Capital Markets Trading (UK)
United Kingdom
$199K -$249K -14,628 -54%
BA
2002
Bluesphere Advisors
Pennsylvania
$198K -$371K -21,782 -64%
DBIA
2003
Dumont & Blake Investment Advisors
New Jersey
$198K -$13.6K -800 -6%
FL
2004
Fort LP
Maryland
$198K +$211K +12,409 New
AF
2005
Aldebaran Financial
$197K -$6.81K -400 -3%
GG
2006
GenWealth Group
New Jersey
$197K
LCM
2007
LCM Capital Management
Illinois
$196K +$749 +44 +0.4%
BA
2008
Bristlecone Advisors
Washington
$196K -$4.36K -256 -2%
RFA
2009
Register Financial Advisors
Georgia
$196K +$17.6K +1,035 +9%
WHC
2010
Wulff, Hansen & Co
California
$196K -$2.9K -170 -1%
FNC
2011
First National Corp
Massachusetts
$195K -$2.4K -141 -1%
FBB
2012
Fulton Breakefield Broenniman
Maryland
$195K +$6.49K +381 +3%
TC
2013
Telemus Capital
Michigan
$195K -$166K -9,759 -44%
KWS
2014
Keystone Wealth Services
California
$195K -$14.2K -836 -6%
CAM
2015
Campion Asset Management
Virginia
$195K
MAM
2016
MMA Asset Management
Pennsylvania
$195K -$77.9K -4,574 -27%
WFA
2017
WestHill Financial Advisors
California
$195K -$1.87K -110 -0.9%
FFC
2018
First Financial Corp
Indiana
$195K -$12K -705 -5%
JWBC
2019
John W. Brooker & Co
California
$194K
FAB
2020
First American Bank
Illinois
$194K -$27.2K -1,599 -12%
CAWM
2021
Capital Advisors Wealth Management
Washington
$194K +$18.5K +1,085 +10%
UF
2022
Univest Financial
Pennsylvania
$194K
HP
2023
HT Partners
Connecticut
$194K +$13.9K +815 +7%
PCA
2024
Prosperity Capital Advisors
Ohio
$194K -$11.5K -675 -5%
PSFG
2025
Prairie Sky Financial Group
Illinois
$193K +$206K +12,099 New