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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
2001
Heritage Wealth Advisors
Virginia
$123K -$28.7K -168 -24%
CP
2002
Corbenic Partners
Pennsylvania
$121K -$27.1K -159 -24%
FMII
2003
Farmers & Merchants Investments Inc
Nebraska
$120K +$35.8K +210 +70%
RA
2004
Reby Advisors
Connecticut
$119K +$86K +504 New
PFSC
2005
Peoples Financial Services Corp
Pennsylvania
$118K
CFG
2006
CKW Financial Group
Hawaii
$116K
CWA
2007
Carolina Wealth Advisors
South Carolina
$113K
GIA
2008
Goodwin Investment Advisory
Georgia
$112K +$81.4K +477 New
EAM
2009
Eagle Asset Management
Florida
$111K -$793K -4,644 -91%
BHWM
2010
Bay Harbor Wealth Management
Maryland
$111K -$24.6K -144 -23%
BCM
2011
Blume Capital Management
California
$109K
MIFH
2012
Migdal Insurance & Financial Holdings
Israel
$109K +$27.6K +162 +54%
CFO
2013
CVA Family Office
Colorado
$106K -$1.02K -6 -1%
SFPG
2014
Stonebridge Financial Planning Group
Florida
$106K
TH
2015
TCTC Holdings
Texas
$106K
CBT
2016
CoreFirst Bank & Trust
Kansas
$106K +$76.8K +450 New
LWANC
2017
Laurel Wealth Advisors (North Carolina)
North Carolina
$104K +$4.1K +24 +6%
HFM
2018
Hartford Financial Management
Connecticut
$102K
MUMSS
2019
Mitsubishi UFJ Morgan Stanley Securities
Japan
$102K +$74.2K +435 New
SIM
2020
Seaview Investment Managers
Florida
$102K +$74.7K +438 New
T2I
2021
Turim 21 Investimentos
Brazil
$100K -$5.54M -32,439 -99%
PK
2022
Pflug Koory
Nebraska
$99K
AWM
2023
Accel Wealth Management
Iowa
$98K +$71.2K +417 New
PS
2024
Planned Solutions
California
$94K
CB
2025
CNB Bank
Pennsylvania
$91K +$2.05K +12 +3%