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ASML
ASML

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2001
Financial Avengers
California
$79.3K – – –
PP
2002
Pingora Partners
Wyoming
$79.3K – – –
AFG
2003
Albion Financial Group
Utah
$79.3K +$19.2K +14 +30%
EPIMS
2004
Evelyn Partners Investment Management Services
$77.9K – – –
CHC
2005
City Holding Co
West Virginia
$77.9K – – –
KB
2006
Kimelman & Baird
New York
$72.6K – – –
TCM
2007
Tradewinds Capital Management
Washington
$71.3K – – –
RIAS
2008
Rachor Investment Advisory Services
Michigan
$70.6K – – –
SIC
2009
SJS Investment Consulting
Ohio
$70K +$12.3K +9 +20%
AT
2010
Arlington Trust
Alabama
$70K +$72.6K +53 New
FC
2011
Fairscale Capital
New Hampshire
$68.7K – – –
TCM
2012
Triumph Capital Management
Colorado
$67.8K +$27.4K +20 +65%
TCM
2013
TD Capital Management
Tennessee
$67.5K – – –
AW
2014
Ankerstar Wealth
Texas
$66K -$65.8K -48 -49%
WG
2015
Wellington Group
Indiana
$64.7K -$48K -35 -42%
WWM
2016
Wolff Wiese Magana
California
$64.7K +$45.2K +33 +206%
PMIM
2017
Prudent Man Investment Management
Colorado
$64.2K – – –
SEP
2018
Signature Equity Partners
Ohio
$63.6K +$11K +8 +20%
KSB
2019
Kennebec Savings Bank
Maine
$63.4K +$4.11K +3 +7%
EP
2020
Essential Partners
California
$62.1K +$11K +8 +21%
EIP
2021
Essential Investment Partners
Colorado
$60.8K – – –
HHGA
2022
Halbert Hargrove Global Advisors
California
$59.6K – – –
RWM
2023
Raffa Wealth Management
District of Columbia
$59.4K -$4.11K -3 -6%
TIM
2024
Thompson Investment Management
Wisconsin
$59.4K – – –
AIC
2025
Archer Investment Corporation
Indiana
$58.3K – – –
79 80
81
82 83