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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2001
Fragasso Financial Advisors
Pennsylvania
$1.97M +$6.97K +7 +0.3%
KW
2002
KWB Wealth
California
$1.97M -$12K -12 -0.6%
LAIC
2003
Lederer & Associates Investment Counsel
California
$1.97M -$3.98K -4 -0.2%
BPC
2004
Bearing Point Capital
Minnesota
$1.97M – – –
FHC
2005
First Heartland Consultants
Missouri
$1.97M -$30.9K -31 -1%
SL
2006
Sentinus LLC
Illinois
$1.96M +$118K +118 +6%
OQS
2007
Occudo Quantitative Strategies
Florida
$1.96M +$2.09M +2,099 New
IP
2008
Investment Partners
Ohio
$1.96M +$7.97K +8 +0.4%
SJIM
2009
St. Johns Investment Management
Florida
$1.96M +$30.9K +31 +2%
DAM
2010
Delta Asset Management
Tennessee
$1.95M -$24.9K -25 -1%
ST
2011
Smithfield Trust
Pennsylvania
$1.95M -$9.96K -10 -0.5%
CWM
2012
Circle Wealth Management
New Jersey
$1.95M -$928K -931 -31%
CC
2013
Clearwave Capital
California
$1.95M +$62.8K +63 +3%
FCG
2014
Fielder Capital Group
Tennessee
$1.94M -$6.97K -7 -0.3%
CCG
2015
Ceeto Capital Group
Florida
$1.94M – – –
MSK
2016
Melissa S. Kampmann
$1.94M +$215K +216 +12%
CFO
2017
CVA Family Office
Colorado
$1.94M -$108K -108 -5%
WSCM
2018
Wellington Shields Capital Management
New York
$1.93M -$4.98K -5 -0.2%
TSWM
2019
Triangle Securities Wealth Management
North Carolina
$1.93M -$2.99K -3 -0.1%
CWGL
2020
Cedrus Wealth Group LLC
Minnesota
$1.93M -$17.9K -18 -0.9%
OC
2021
Opinicus Capital
Florida
$1.93M +$6.97K +7 +0.3%
AWS
2022
Arkfeld Wealth Strategies
Nebraska
$1.93M +$13K +13 +0.6%
SF
2023
Sun Financial
Utah
$1.92M +$51.8K +52 +3%
MA
2024
MJP Associates
Connecticut
$1.92M -$150K -151 -7%
WIS
2025
Wright Investors Service
Connecticut
$1.92M -$24.9K -25 -1%
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