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Name Holding Trade Value Shares
Change 		Change in
Stake
HL
2001
Harding Loevner
New Jersey
$30K – – –
NC
2002
NewSquare Capital
Pennsylvania
$30K – – –
MPPLM
2003
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$27K +$25.8K +234 New
SWMG
2004
Signature Wealth Management Group
Georgia
$27K +$26.2K +237 New
TCM
2005
TD Capital Management
Tennessee
$23K +$22K +199 New
CP
2006
Corbenic Partners
Pennsylvania
$22K – – –
RFWA
2007
RPg Family Wealth Advisory
Massachusetts
$20.9K – – –
AIL
2008
AGF Investments LLC
Ontario, Canada
$20K +$19.4K +176 New
CGI
2009
CI Global Investments
California
$17K -$4.84M -43,841 -100%
AIS
2010
Accurate Investment Solutions
Pennsylvania
$17K – – –
TODC
2011
Trustees of Dartmouth College
New Hampshire
$16K +$15.8K +143 New
AWM
2012
Avondale Wealth Management
Texas
$16K +$15.9K +144 New
CIM
2013
Contravisory Investment Management
Massachusetts
$15K -$9.28K -84 -39%
LWA
2014
Lowe Wealth Advisors
Maryland
$15K – – –
AA
2015
AlphaMark Advisors
Kentucky
$14K -$7.4K -67 -36%
SCA
2016
Stuart Chaussee & Associates
California
$14K – – –
EWM
2017
Edge Wealth Management
New York
$13K – – –
JAM
2018
Jolley Asset Management
North Carolina
$13K – – –
RFM
2019
Royal Fund Management
Florida
$13K +$12.7K +115 New
SFPIA
2020
Stevens First Principles Investment Advisors
California
$12K – – –
KTC
2021
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
SIAP
2022
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K +$331 +3 +2%
SIS
2023
Sound Income Strategies
Florida
$11K +$10.4K +94 New
GWA
2024
Guidant Wealth Advisors
Illinois
$11K +$11K +100 New
KTM
2025
Keeler Thomas Management
Utah
$11K +$11K +100 New
79 80
81
82 83