Name Holding Trade Value Shares
Change
Change in
Stake
AIA
2001
AssuredPartners Investment Advisors
Florida
$276K +$268K +788 New
CSPIA
2002
Cary Street Partners Investment Advisory
Virginia
$275K -$19K -56 -7%
SCA
2003
Stonebridge Capital Advisors
Minnesota
$275K +$72.4K +213 +37%
BTWM
2004
Baker Tilly Wealth Management
Wisconsin
$275K -$26.2K -77 -9%
ATC
2005
Adirondack Trust Company
New York
$275K -$62.2K -183 -19%
QFW
2006
QTR Family Wealth
Florida
$275K -$627K -1,845 -64%
Q
2007
QVR
California
$274K +$267K +784 New
M
2008
Mirova
France
$274K -$311K -913 -54%
CCAM
2009
Cascades Capital Asset Management
North Carolina
$274K -$34K -100 -11%
VC
2010
Veery Capital
Delaware
$274K +$340 +1 +0.1%
CA
2011
Centerpoint Advisors
Massachusetts
$273K – – –
CSIC
2012
Clifford Swan Investment Counsel
California
$273K -$56.1K -165 -17%
MWA
2013
Midland Wealth Advisors
Illinois
$273K -$117K -343 -31%
SIAP
2014
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$273K -$37.8K -111 -12%
WCM
2015
Winebrenner Capital Management
Kentucky
$273K – – –
GPI
2016
General Partner Inc
Pennsylvania
$272K – – –
RDFA
2017
Ritter Daniher Financial Advisory
Ohio
$272K -$9.18K -27 -3%
BSI
2018
Bennett Selby Investments
Maine
$272K -$158K -466 -37%
TAM
2019
Titleist Asset Management
Texas
$271K +$264K +776 New
MSR
2020
Main Street Research
Connecticut
$270K -$170K -499 -39%
ACM
2021
Argent Capital Management
Missouri
$269K – – –
NAAA
2022
New Age Alpha Advisors
New York
$269K -$308K -906 -54%
HAIM
2023
Hunter Associates Investment Management
Pennsylvania
$268K -$332K -975 -56%
TWP
2024
Triad Wealth Partners
Kansas
$268K +$39.8K +117 +18%
SC
2025
Sapient Capital
Indiana
$268K -$8.5K -25 -3%