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Name Holding Trade Value Shares
Change 		Change in
Stake
DW
2001
Domani Wealth
Pennsylvania
$398K +$2.02K +35 +0.5%
CAGAS
2002
Capital Advisory Group Advisory Services
Minnesota
$398K +$43.7K +759 +12%
QT
2003
Quantamental Technologies
New York
$398K +$401K +6,958 New
BFC
2004
Bedel Financial Consulting
Indiana
$397K -$68.9K -1,195 -15%
ACG
2005
Allen Capital Group
Nebraska
$397K -$26.9K -467 -6%
LRPA
2006
L. Roy Papp & Associates
Arizona
$397K – – –
AGA
2007
Accuvest Global Advisors
Utah
$395K -$48.2K -836 -11%
JF
2008
JSF Financial
California
$395K +$33.1K +575 +9%
LBD
2009
Landsberg Bennett & Dubbaneh
Florida
$394K +$5.82K +101 +1%
TI
2010
Truepoint Inc
Ohio
$394K +$196K +3,408 +98%
SFG
2011
StrategIQ Financial Group
Indiana
$393K +$48.5K +841 +14%
CFG
2012
Cooper Financial Group
California
$393K +$145K +2,525 +58%
SFP
2013
Shepherd Financial Partners
Massachusetts
$391K -$10.6K -184 -3%
RAM
2014
Riggs Asset Management
Pennsylvania
$391K – – –
MKC
2015
M. Kraus & Co
Vermont
$390K +$44.5K +773 +13%
ECM
2016
Exchange Capital Management
Michigan
$389K – – –
HCM
2017
Huber Capital Management
California
$388K – – –
GD
2018
Grandfield & Dodd
New York
$387K +$3.46K +60 +0.9%
TCM
2019
Tradewinds Capital Management
Washington
$386K -$8.93K -155 -2%
PWM
2020
Paulson Wealth Management
Illinois
$386K +$15.3K +266 +4%
AWM
2021
Aries Wealth Management
Maine
$383K – – –
PCMC
2022
Paragon Capital Management (Colorado)
Colorado
$382K -$11.1K -192 -3%
PAG
2023
Pinnacle Advisory Group
Maryland
$382K +$17.1K +297 +5%
FC
2024
FCA Corp
Texas
$382K +$176K +3,060 +84%
IMOV
2025
Investment Management of Virginia
Virginia
$381K +$17.5K +303 +5%
79 80
81
82 83