We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
2001
WesBanco Bank
West Virginia
$1.82M -$204K -847 -10%
CB
2002
CNB Bank
Pennsylvania
$1.82M +$118K +489 +7%
NAMP
2003
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.81M – – –
PP
2004
PDS Planning
Ohio
$1.81M +$33.7K +140 +2%
CT
2005
Columbia Trust
Oregon
$1.81M +$42.8K +178 +2%
AT
2006
Arden Trust
Delaware
$1.81M -$178K -741 -9%
IA
2007
Icon Advisers
Colorado
$1.8M – – –
BCA
2008
Bay Colony Advisors
Massachusetts
$1.8M +$280K +1,163 +17%
NW
2009
Naviter Wealth
Arkansas
$1.79M +$126K +525 +7%
CA
2010
CoreCap Advisors
Michigan
$1.78M -$62.3K -259 -3%
KSWA
2011
Kathleen S. Wright Associates
Pennsylvania
$1.78M +$863K +3,589 +87%
WIC
2012
Wilkins Investment Counsel
Massachusetts
$1.78M -$60.1K -250 -3%
BTI
2013
Blue Trust Inc
Georgia
$1.78M +$387K +1,611 +27%
FPFS
2014
First Personal Financial Services
North Carolina
$1.78M -$12K -50 -0.6%
XF
2015
XML Financial
Maryland
$1.78M -$45.9K -191 -2%
RWP
2016
Revolve Wealth Partners
New Jersey
$1.77M +$12.5K +52 +0.7%
MW
2017
MBL Wealth
North Carolina
$1.77M +$51.4K +214 +3%
BA
2018
Ballast Advisors
Minnesota
$1.77M +$241K +1,003 +15%
SA
2019
SRN Advisors
Pennsylvania
$1.77M -$2.01M -8,348 -52%
GWM
2020
Gray Wealth Management
Maine
$1.77M +$45.2K +188 +3%
HIC
2021
Harvey Investment Company
Kentucky
$1.76M – – –
ACM
2022
AlphaStar Capital Management
North Carolina
$1.76M -$1.68M -7,002 -48%
DIM
2023
Delta Investment Management
California
$1.76M -$49.8K -207 -3%
CPC
2024
Consolidated Planning Corp
Georgia
$1.75M +$185K +770 +11%
SFG
2025
Snider Financial Group
Washington
$1.75M +$92.5K +385 +5%
79 80
81
82 83