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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2001
Pasadena Private Wealth
California
$18.3M +$427K +1,890 +3%
CWM
2002
Centric Wealth Management
Illinois
$18.2M +$261K +1,154 +2%
SFS
2003
Strategic Financial Services
New York
$18.2M -$111K -490 -0.7%
NCGI
2004
Next Century Growth Investors
Minnesota
$18.2M +$2.23M +9,872 +16%
RFG
2005
RFP Financial Group
Georgia
$18.2M +$71.2K +315 +0.4%
CC
2006
Capital Counsel
New York
$18.2M -$76.8K -340 -0.5%
CCFM
2007
Clear Creek Financial Management
Washington
$18.2M +$694K +3,070 +4%
SFI
2008
SPC Financial Inc
Maryland
$18.2M +$91K +403 +0.6%
BB
2009
Burford Brothers
Texas
$18.2M -$166K -733 -1%
FNBOMD
2010
First National Bank of Mount Dora
Florida
$18.2M +$750K +3,320 +5%
WAM
2011
Weiss Asset Management
Massachusetts
$18.2M +$16.1M +71,385 New
FAIM
2012
Financial Advocates Investment Management
Washington
$18.2M -$34.1M -150,768 -68%
UHC
2013
Union Heritage Capital
Michigan
$18.1M -$2.71M -12,000 -14%
BONH
2014
Bank of New Hampshire
New Hampshire
$18.1M -$597K -2,642 -4%
RIG
2015
Renaissance Investment Group
Massachusetts
$18.1M +$424K +1,878 +3%
KA
2016
Kercheville Advisors
Texas
$18.1M -$140K -620 -0.9%
FCA
2017
Fortis Capital Advisors
Kansas
$18.1M -$267K -1,182 -2%
HWMO
2018
Heritage Wealth Management (Ohio)
Ohio
$18.1M -$347K -1,538 -2%
SC
2019
Settian Capital
New York
$18.1M – – –
TTIC
2020
Tower Trust & Investment Company
Iowa
$18M -$306K -1,353 -2%
FCM
2021
Fortis Capital Management
Washington
$18M +$942K +4,171 +6%
BSSFA
2022
Baron Silver Stevens Financial Advisors
Florida
$18M +$1.25M +5,554 +9%
UWM
2023
Udine Wealth Management
Florida
$18M +$325K +1,437 +2%
HCP
2024
Hexagon Capital Partners
Arkansas
$18M +$1.68M +7,433 +12%
KIG
2025
Kennedy Investment Group
New Jersey
$18M -$269K -1,191 -2%
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