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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2001
Chicago Trust
Illinois
$1.29M +$477K +2,329 +65%
LT
2002
Lindsell Train
United Kingdom
$1.29M – – –
VCA
2003
Verdence Capital Advisors
Maryland
$1.29M +$317K +1,547 +36%
AIC
2004
Archer Investment Corporation
Indiana
$1.29M -$1.84K -9 -0.2%
HWA
2005
HHM Wealth Advisors
Tennessee
$1.29M -$28.6K -140 -2%
CFS
2006
Capital Financial Services
New York
$1.28M +$1.2M +5,865 New
GIA
2007
Guyasuta Investment Advisors
Pennsylvania
$1.28M +$55.5K +271 +5%
EFEM
2008
Eos Focused Equity Management
New York
$1.28M -$651K -3,181 -35%
S
2009
Seeyond
France
$1.28M -$203K -994 -15%
SWA
2010
Stratos Wealth Advisors
Ohio
$1.28M +$268K +1,311 +29%
PG
2011
Prostatis Group
Maryland
$1.28M +$599K +2,925 +100%
FWM
2012
Foresight Wealth Management
Utah
$1.28M -$58.9K -288 -5%
P
2013
&Partners
Tennessee
$1.28M -$22.5K -110 -2%
PAG
2014
Private Advisory Group
Washington
$1.27M +$298K +1,455 +33%
OAM
2015
Occidental Asset Management
California
$1.27M +$121K +593 +11%
SCM
2016
Southport Capital Management
Tennessee
$1.27M +$134K +655 +13%
WLPWM
2017
Walled Lake Planning & Wealth Management
Illinois
$1.26M -$132K -645 -10%
AIP
2018
Almanack Investment Partners
Pennsylvania
$1.26M -$844K -4,124 -42%
FFS
2019
Founders Financial Securities
Maryland
$1.26M +$369K +1,804 +46%
HA
2020
Harfst & Associates
Wyoming
$1.26M -$26.2K -128 -2%
JFA
2021
JNBA Financial Advisors
Minnesota
$1.25M +$22.1K +108 +2%
CCG
2022
Cloverfields Capital Group
Minnesota
$1.25M +$1.17M +5,711 New
TCM
2023
Tradewinds Capital Management
Washington
$1.25M +$205 +1 +0%
FWA
2024
FOCUS Wealth Advisors
Texas
$1.25M +$1.17M +5,696 New
CB
2025
CNB Bank
Pennsylvania
$1.24M +$73.7K +360 +7%
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