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Name Holding Trade Value Shares
Change
Change in
Stake
IF
2001
Intrua Financial
Texas
$879K +$88.1K +256 +11%
TCM
2002
Tuttle Capital Management
Connecticut
$879K -$5.77M -16,768 -87%
AWCI
2003
Alpine Woods Capital Investors
New York
$879K -$87.8K -255 -9%
TFA
2004
Tranquilli Financial Advisor
New Jersey
$877K -$28.2K -82 -3%
CAM
2005
Chesapeake Asset Management
New York
$876K +$92.6K +269 +12%
SGCM
2006
Sanchez Gaunt Capital Management
Nevada
$876K +$892K +2,591 New
GGA
2007
Granite Group Advisors
Connecticut
$874K +$5.16K +15 +0.6%
MAG
2008
Meadowbrook Advisors Group
New Jersey
$873K -$41K -119 -4%
WCP
2009
Wealthcare Capital Partners
Pennsylvania
$872K
PTC
2010
Private Trust Company
Ohio
$872K +$65.7K +191 +8%
TAM
2011
Titleist Asset Management
Texas
$871K -$370K -1,076 -29%
CA
2012
Continuum Advisory
Idaho
$870K -$344 -1 -0%
CA
2013
Carson Advisory
Georgia
$870K +$17.2K +50 +2%
BTWM
2014
Baker Tilly Wealth Management
Wisconsin
$869K +$401K +1,166 +83%
AA
2015
Auxano Advisors
Washington
$869K -$127K -370 -13%
AHL
2016
Abel Hall LLC
Louisiana
$866K +$882K +2,562 New
STCOSD
2017
Sageworth Trust Company of South Dakota
South Dakota
$865K +$235K +682 +36%
JFGIW
2018
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$862K -$41K -119 -4%
MCA
2019
Millennium Capital Advisors
Arkansas
$860K
BWM
2020
BankPlus Wealth Management
Mississippi
$860K +$81.9K +238 +10%
TSS
2021
Two Sigma Securities
New York
$858K +$350K +1,017 +67%
FCFC
2022
First Commonwealth Financial Corp
Pennsylvania
$857K +$24.8K +72 +3%
PAW
2023
Plan A Wealth
Nebraska
$853K +$13.4K +39 +2%
HCM
2024
Hollencrest Capital Management
California
$852K -$362K -1,051 -29%
DP
2025
Dearborn Partners
Illinois
$852K +$3.44K +10 +0.4%