We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2001
Covenant Asset Management
New Jersey
$1.45M – – –
PAMP
2002
Polar Asset Management Partners
Ontario, Canada
$1.45M +$188K +874 +15%
PIA
2003
Pinion Investment Advisors
Kansas
$1.45M +$53.2K +248 +4%
LCM
2004
Leisure Capital Management
California
$1.44M +$175K +815 +14%
CB
2005
CNB Bank
Pennsylvania
$1.44M +$21.5K +100 +2%
JGCM
2006
Joseph Group Capital Management
Ohio
$1.43M +$1.42M +6,596 New
SAI
2007
Systematic Alpha Investments
New Jersey
$1.42M -$12K -56 -0.8%
PFG
2008
PAX Financial Group
Texas
$1.42M -$64K -298 -4%
WCF
2009
West Coast Financial
California
$1.42M -$49.6K -231 -3%
DA
2010
DCM Advisors
New York
$1.42M +$852K +3,970 +154%
FWM
2011
Finer Wealth Management
Massachusetts
$1.42M +$1.4M +6,540 New
UBV
2012
United Bank (Virginia)
Virginia
$1.42M -$74.3K -346 -5%
GFPC
2013
Global Financial Private Client
Florida
$1.41M +$120K +561 +9%
GAM
2014
Grandview Asset Management
Pennsylvania
$1.41M +$116K +539 +9%
WP
2015
WealthShield Partners
North Carolina
$1.41M -$365K -1,702 -21%
MCM
2016
Mainstay Capital Management
Michigan
$1.41M -$408K -1,899 -23%
CPSC
2017
Carl P. Sherr & Co
Massachusetts
$1.4M -$17.2K -80 -1%
OFS
2018
Orrstown Financial Services
Pennsylvania
$1.4M -$264K -1,229 -16%
BBNA
2019
Bremer Bank National Association
Minnesota
$1.4M +$205K +953 +17%
LWIC
2020
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.4M +$102K +474 +8%
SWA
2021
Sutton Wealth Advisors
Florida
$1.4M +$15.9K +74 +1%
MMPW
2022
Mitchell McLeod Pugh & Williams
Alabama
$1.39M +$88K +410 +7%
CCMW
2023
Cypress Capital Management (Wyoming)
Wyoming
$1.39M -$40.8K -190 -3%
BA
2024
Ballast Advisors
Minnesota
$1.39M -$6.44K -30 -0.5%
AF
2025
Advisornet Financial
Minnesota
$1.39M +$57.1K +266 +4%
79 80
81
82 83