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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2001
Cooper Financial Group
California
$2.41M +$23.5K +87 +1%
OFS
2002
Orrstown Financial Services
Pennsylvania
$2.4M +$668K +2,471 +39%
GLA
2003
Good Life Advisors
Pennsylvania
$2.4M +$224K +829 +10%
FWM
2004
ForthRight Wealth Management
Georgia
$2.39M +$63.8K +236 +3%
SAI
2005
Systematic Alpha Investments
New Jersey
$2.38M – – –
TC
2006
Trium Capital
United Kingdom
$2.37M +$414K +1,532 +22%
GCM
2007
Geneva Capital Management
Wisconsin
$2.37M -$202K -748 -8%
DIM
2008
Delta Investment Management
California
$2.37M +$191K +707 +9%
AWE
2009
Avidian Wealth Enterprises
Texas
$2.36M +$85.4K +316 +4%
DRS
2010
Deane Retirement Strategies
Louisiana
$2.35M +$15.4K +57 +0.7%
MCWS
2011
McKinley Carter Wealth Services
West Virginia
$2.35M -$24.6K -91 -1%
TNAM
2012
Terra Nova Asset Management
New York
$2.35M +$8.65K +32 +0.4%
FNT
2013
First Nebraska Trust
Nebraska
$2.35M -$8.11K -30 -0.4%
SW
2014
SkyOak Wealth
Michigan
$2.34M – – –
BIA
2015
Benchmark Investment Advisors
Illinois
$2.34M +$14.3K +53 +0.6%
SC
2016
Savoie Capital
Illinois
$2.34M – – –
MSFP
2017
Mark Sheptoff Financial Planning
Connecticut
$2.34M – – –
RBC
2018
Romano Brothers & Co
Illinois
$2.33M +$39.2K +145 +2%
CFP
2019
Catalyst Financial Partners
Massachusetts
$2.33M +$75.7K +280 +3%
CAM
2020
Costello Asset Management
Pennsylvania
$2.32M +$231K +855 +11%
DCM
2021
Dudley Capital Management
Virginia
$2.32M – – –
VCP
2022
Verus Capital Partners
Arizona
$2.31M +$138K +510 +6%
WB
2023
WesBanco Bank
West Virginia
$2.3M +$30.8K +114 +1%
BLC
2024
Brown, Lisle/Cummings
Rhode Island
$2.3M +$40.6K +150 +2%
MFP
2025
Meridian Financial Partners
Virginia
$2.29M +$50.6K +187 +2%
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