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Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
2001
Delta Financial Advisors
Louisiana
$9.81M -$119K -987 -1%
EBT
2002
Enterprise Bank & Trust
Massachusetts
$9.8M -$11.9K -99 -0.1%
PCS
2003
Personal CFO Solutions
New Jersey
$9.78M +$178K +1,477 +2%
JWA
2004
JFS Wealth Advisors
Pennsylvania
$9.78M +$32.5K +270 +0.4%
IP
2005
Interval Partners
New York
$9.78M +$8.86M +73,666 New
CIC
2006
Chase Investment Counsel
Virginia
$9.74M +$96.2K +800 +1%
RCS
2007
Retirement Capital Strategies
California
$9.73M +$267K +2,216 +3%
HZ
2008
Hixon Zuercher
Ohio
$9.72M -$158K -1,314 -2%
RCM
2009
Riverpark Capital Management
New York
$9.72M +$810K +6,734 +10%
SOAMC
2010
Spirit of America Management Corp
New York
$9.71M – – –
OFG
2011
Oxford Financial Group
Indiana
$9.71M -$306K -2,541 -3%
SC
2012
Stolper & Co
Oklahoma
$9.7M -$5.79M -48,107 -40%
CF
2013
Copperwynd Financial
Arizona
$9.7M -$259K -2,153 -3%
CCMINC
2014
Cardinal Capital Management Inc (North Carolina)
North Carolina
$9.69M +$100K +834 +1%
ZB
2015
Zions Bancorporation
Utah
$9.69M -$866K -7,198 -9%
DMC
2016
Drexel Morgan & Co
Pennsylvania
$9.68M – – –
LOPW
2017
Live Oak Private Wealth
North Carolina
$9.67M -$413K -3,432 -4%
VCM
2018
Vivaldi Capital Management
Illinois
$9.67M +$693K +5,765 +9%
RPA
2019
Rock Point Advisors
Vermont
$9.66M +$72.3K +601 +0.8%
NL
2020
NVWM LLC
Pennsylvania
$9.65M +$322K +2,675 +4%
LC
2021
Lavaca Capital
Texas
$9.62M -$564K -4,690 -6%
PCP
2022
Proficio Capital Partners
Massachusetts
$9.61M -$394K -3,277 -4%
MIM
2023
MTM Investment Management
South Carolina
$9.61M +$8.71M +72,403 New
HBCM
2024
Heron Bay Capital Management
Michigan
$9.59M +$8.69M +72,275 New
CCM
2025
Copeland Capital Management
Pennsylvania
$9.59M -$415K -3,451 -5%
79 80
81
82 83