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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2001
Sawyer & Company
Massachusetts
$296K – – –
EFSCE
2002
Enterprise Financial Services Corp (EFSC)
Missouri
$296K +$7.31K +21 +3%
EF
2003
Exeter Financial
Arizona
$296K +$43.9K +126 +18%
GWA
2004
GGM Wealth Advisors
Maryland
$294K +$4.53K +13 +2%
AWM
2005
Affinity Wealth Management
Delaware
$294K +$5.22K +15 +2%
IWS
2006
Insight Wealth Strategies
California
$293K -$2.09K -6 -0.7%
DC
2007
Derby & Company
Massachusetts
$293K – – –
MAA
2008
Mraz Amerine & Associates
California
$292K -$43.5K -125 -13%
MWM
2009
Mascoma Wealth Management
New Hampshire
$292K +$8.7K +25 +3%
DCM
2010
Driehaus Capital Management
Illinois
$292K +$289K +829 New
VC
2011
Vestor Capital
Illinois
$290K – – –
BWM
2012
BerganKDV Wealth Management
Minnesota
$290K +$20.9K +60 +8%
BA
2013
Ballast Advisors
Minnesota
$289K – – –
NCMW
2014
Northern Capital Management (Washington)
Washington
$288K -$27.8K -80 -9%
FAM
2015
Formidable Asset Management
Ohio
$287K +$1.74K +5 +0.6%
CFD
2016
Creative Financial Designs
Indiana
$287K +$6.61K +19 +2%
MCM
2017
MV Capital Management
Maryland
$286K +$3.48K +10 +1%
PMG
2018
Private Management Group
California
$286K +$23.3K +67 +9%
CAN
2019
Claraphi Advisory Network
United States
$284K -$458K -1,315 -62%
CIM
2020
Confluence Investment Management
Missouri
$283K -$16K -46 -5%
HR
2021
Hayden Royal
North Carolina
$282K -$1.39K -4 -0.5%
MIM
2022
Merrion Investment Management
New Jersey
$281K – – –
RWM
2023
RBA Wealth Management
California
$280K – – –
FWP
2024
FAS Wealth Partners
Kansas
$280K +$29.9K +86 +12%
PP
2025
Pacifica Partners
Canada
$280K +$60.6K +174 +29%
79 80
81
82 83