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Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
2001
Patton Albertson Miller Group
Tennessee
$2.62M -$179K -4,292 -6%
BCI
2002
Brinker Capital Investments
Pennsylvania
$2.62M +$11.2K +268 +0.4%
DRD
2003
Dennis R. Delaney
$2.61M +$855K +20,468 +50%
KAM
2004
Kazazian Asset Management
Florida
$2.61M +$58.7K +1,404 +2%
PHAM
2005
Palisades Hudson Asset Management
Florida
$2.6M -$33.3K -796 -1%
EFSCE
2006
Enterprise Financial Services Corp (EFSC)
Missouri
$2.59M +$493K +11,792 +24%
MCM
2007
Millie Capital Management
California
$2.59M -$51.1K -1,224 -2%
BCM
2008
Basswood Capital Management
New York
$2.59M – – –
AR
2009
Advisory Research
Illinois
$2.59M +$230K +5,496 +10%
HHGA
2010
Halbert Hargrove Global Advisors
California
$2.58M -$78.1K -1,868 -3%
WCWM
2011
Willow Creek Wealth Management
California
$2.58M -$15K -360 -0.6%
EM
2012
ELCO Management
New York
$2.58M -$227K -5,440 -8%
PAA
2013
Peregrine Asset Advisers
Oregon
$2.58M +$89.4K +2,140 +4%
PA
2014
Planning Alternatives
Michigan
$2.57M -$41K -980 -2%
APTFM
2015
AGUR Provident & Training Funds Management
Israel
$2.56M – – –
DT
2016
Diversified Trust
Tennessee
$2.54M -$291K -6,972 -10%
SFWA
2017
Summit Financial Wealth Advisors
Louisiana
$2.54M -$103K -2,464 -4%
HFA
2018
High Falls Advisors
New York
$2.53M +$193K +4,620 +8%
GI
2019
Gradient Investments
Minnesota
$2.52M -$119K -2,844 -5%
BFPW
2020
BOK Financial Private Wealth
Colorado
$2.52M -$43.3K -1,036 -2%
HC
2021
Hawkins Capital
Texas
$2.52M -$13.6M -324,840 -84%
WOC
2022
West Oak Capital
California
$2.51M -$73.4K -1,756 -3%
FUBT
2023
First United Bank & Trust
Maryland
$2.51M -$21.1K -504 -0.8%
SG
2024
StoneX Group
New York
$2.51M +$65.7K +1,572 +3%
CA
2025
Crewe Advisors
Utah
$2.51M +$2.48M +59,368 New
79 80
81
82 83