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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2001
Inspirion Wealth Advisors
Illinois
$2.44M +$114K +2,652 +5%
FFA
2002
Fragasso Financial Advisors
Pennsylvania
$2.42M +$59.1K +1,372 +2%
BWM
2003
BigSur Wealth Management
Florida
$2.42M +$370K +8,600 +18%
GWCM
2004
Godshalk Welsh Capital Management
Pennsylvania
$2.42M -$30.1K -700 -1%
VAM
2005
Verity Asset Management
North Carolina
$2.41M +$1.15M +26,736 +87%
WOC
2006
West Oak Capital
California
$2.41M -$86.1K -2,000 -3%
HK
2007
Horizon Kinetics
New York
$2.4M -$15.8K -368 -0.6%
NPP
2008
New Potomac Partners
Maryland
$2.39M -$87.8K -2,040 -3%
CBA
2009
Coastal Bridge Advisors
Connecticut
$2.39M +$136K +3,160 +6%
SCI
2010
Stableford Capital II
Arizona
$2.38M -$968K -22,496 -28%
BC
2011
Burleson & Co
California
$2.38M +$176K +4,096 +8%
TWA
2012
Tillar-Wenstrup Advisors
Ohio
$2.38M -$231K -5,376 -9%
IIC
2013
Integrated Investment Consultants
Michigan
$2.38M +$2.44M +56,692 New
DT
2014
Diversified Trust
Tennessee
$2.37M -$156K -3,628 -6%
KPF
2015
K2 Principal Fund
Ontario, Canada
$2.37M -$4.03M -93,600 -62%
DM
2016
Diker Management
New York
$2.37M -$3.47M -80,624 -59%
CAAS
2017
Capital Asset Advisory Services
Michigan
$2.37M -$23.8K -552 -1%
HDIM
2018
Hanson & Doremus Investment Management
Vermont
$2.35M +$605K +14,060 +34%
CCWA
2019
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.35M -$57K -1,324 -2%
EF
2020
Exeter Financial
Arizona
$2.35M +$119K +2,772 +5%
VIA
2021
Vident Investment Advisory
Georgia
$2.34M -$3M -69,616 -57%
TIM
2022
Tortoise Investment Management
New York
$2.34M +$532K +12,360 +28%
EHWM
2023
Eads & Heald Wealth Management
Georgia
$2.33M -$119K -2,772 -5%
HF
2024
HRT Financial
New York
$2.33M +$2.39M +55,624 New
EFSCE
2025
Enterprise Financial Services Corp (EFSC)
Missouri
$2.33M -$251K -5,832 -10%
79 80
81
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