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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2001
Cambridge Advisors
Nebraska
$6.46M -$674K -8,696 -11%
SCM
2002
Sitrin Capital Management
California
$6.45M -$4.07M -52,576 -43%
TAM
2003
Tradition Asset Management
Virginia
$6.43M -$679K -8,760 -11%
KFA
2004
Kays Financial Advisory
Georgia
$6.43M -$379K -4,888 -6%
HCM
2005
Highlander Capital Management
New Jersey
$6.42M -$155K -2,000 -3%
HL
2006
HeadInvest LLC
Maine
$6.37M -$102K -1,312 -2%
WPC
2007
White Pine Capital
Minnesota
$6.37M -$18.6K -240 -0.3%
GCM
2008
Gunderson Capital Management
South Carolina
$6.37M +$161K +2,072 +3%
MWM
2009
Minot Wealth Management
Massachusetts
$6.37M +$752K +9,700 +16%
EF
2010
Exeter Financial
Arizona
$6.34M -$174K -2,248 -3%
MIM
2011
Montgomery Investment Management
Maryland
$6.33M -$93K -1,200 -2%
JFL
2012
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.33M -$555K -7,156 -9%
PHK
2013
Point72 Hong Kong
Hong Kong
$6.33M +$5.38M +69,404 New
WCM
2014
WealthBridge Capital Management
Ohio
$6.33M -$166K -2,140 -3%
RP
2015
Riverbridge Partners
Minnesota
$6.32M – – –
PP
2016
Pacifica Partners
Canada
$6.32M -$484K -6,244 -8%
GEA
2017
Glen Eagle Advisors
New Jersey
$6.32M +$999K +12,896 +23%
PL
2018
Plancorp LLC
Missouri
$6.31M +$82.8K +1,068 +2%
AFC
2019
AFT Forsyth & Company
Florida
$6.29M -$201K -2,600 -4%
SCA
2020
Stokes Capital Advisors
South Carolina
$6.28M -$94.5K -1,220 -2%
RCS
2021
Retirement Capital Strategies
California
$6.28M -$43.4K -560 -0.8%
SWM
2022
Sculati Wealth Management
Michigan
$6.26M +$4.34K +56 +0.1%
BMCM
2023
Bryn Mawr Capital Management
Pennsylvania
$6.25M -$330K -4,256 -6%
TF
2024
Trek Financial
Arizona
$6.24M +$649K +8,380 +14%
V
2025
VeraBank
Texas
$6.23M +$31K +400 +0.6%
79 80
81
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