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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2001
Harfst & Associates
Wyoming
$3.04M +$1.38K +4 +0%
GWM
2002
Glass Wealth Management
Texas
$3.03M +$470K +1,359 +18%
PH
2003
Pinnacle Holdings
Oklahoma
$3.03M -$16.6K -48 -0.5%
WFI
2004
West Family Investments
California
$3.02M +$19.4K +56 +0.6%
CFM
2005
Catalyst Funds Management
Australia
$3M +$3.05M +8,800 New
GCGDR
2006
Geo Capital Gestora de Recursos
Brazil
$3M +$1.19M +3,440 +64%
BLC
2007
Brown, Lisle/Cummings
Rhode Island
$3M -$10.4K -30 -0.3%
PA
2008
PFW Advisors
Georgia
$2.99M +$80.6K +233 +3%
DWM
2009
Drive Wealth Management
Utah
$2.98M -$43.3K -125 -1%
CAG
2010
Cypress Advisory Group
Arizona
$2.98M – – –
FIC
2011
FCG Investment Company
Tennessee
$2.97M +$250K +721 +9%
NPA
2012
Nichols & Pratt Advisers
Massachusetts
$2.97M – – –
F8IS
2013
Figure 8 Investment Strategies
Idaho
$2.97M +$51.6K +149 +2%
FWM
2014
ForthRight Wealth Management
Georgia
$2.96M +$7.61K +22 +0.3%
SAI
2015
Systematic Alpha Investments
New Jersey
$2.96M – – –
EA
2016
Ellsworth Advisors
Ohio
$2.96M +$152K +440 +5%
CIA
2017
Compass Ion Advisors
Pennsylvania
$2.96M +$5.19K +15 +0.2%
DE
2018
Diversified Enterprises
Delaware
$2.95M +$42.2K +122 +1%
LI
2019
Lafayette Investments
Maryland
$2.94M +$150K +433 +5%
HFS
2020
Haverford Financial Services
Pennsylvania
$2.94M – – –
MA
2021
MONECO Advisors
Connecticut
$2.93M +$78.9K +228 +3%
EWM
2022
Evermay Wealth Management
Virginia
$2.93M -$173K -500 -6%
SFS
2023
Stiles Financial Services
Minnesota
$2.93M -$300K -867 -9%
SWM
2024
Selective Wealth Management
Virginia
$2.91M +$1.73K +5 +0.1%
MSFP
2025
Mark Sheptoff Financial Planning
Connecticut
$2.91M +$6.92K +20 +0.2%
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