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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
2001
Archer Investment Corporation
Indiana
$661K -$37.8K -72 -6%
CA
2002
Claro Advisors
Massachusetts
$658K – – –
EFSCE
2003
Enterprise Financial Services Corp (EFSC)
Missouri
$658K +$24.1K +46 +4%
GCP
2004
Gill Capital Partners
Colorado
$658K +$122K +233 +26%
SSW
2005
Smith Shellnut Wilson
Mississippi
$657K – – –
SWM
2006
Segment Wealth Management
Texas
$656K -$12.1K -23 -2%
CPIG
2007
Chicago Partners Investment Group
Illinois
$656K +$13.1K +25 +2%
HMS
2008
Hanseatic Management Services
New Mexico
$655K -$4.72K -9 -0.8%
DA
2009
DSC Advisors
Illinois
$653K +$362K +690 +155%
WPC
2010
Waters Parkerson & Co
Louisiana
$652K -$18.9K -36 -3%
GF
2011
Gries Financial
Ohio
$650K +$191K +364 +48%
VWM
2012
Valley Wealth Managers
New Jersey
$649K -$5.77K -11 -1%
GA
2013
Greenspring Advisors
Maryland
$647K -$2.1K -4 -0.4%
HAIM
2014
Hunter Associates Investment Management
Pennsylvania
$647K – – –
ASI
2015
Advisory Services & Investments
Oregon
$646K +$14.2K +27 +2%
MGIM
2016
M&G Investment Management
United Kingdom
$645K -$77.1K -147 -12%
MWM
2017
Mascoma Wealth Management
New Hampshire
$645K +$251K +479 +75%
TNBTD
2018
Trustmark National Bank Trust Department
Mississippi
$644K +$587K +1,118 New
SCA
2019
Sage Capital Advisors
South Dakota
$643K -$6.3K -12 -1%
LIA
2020
LBMC Investment Advisors
Tennessee
$641K -$23.6K -45 -4%
PP
2021
PDS Planning
Ohio
$641K +$36.7K +70 +7%
IFS
2022
Intelligent Financial Strategies
Minnesota
$639K -$186K -354 -24%
CLOS
2023
Compagnie Lombard Odier SCmA
Switzerland
$639K -$72.4K -138 -11%
EWA
2024
EverSource Wealth Advisors
Alabama
$638K +$224K +426 +62%
KCPG
2025
Kavar Capital Partners Group
Kansas
$636K -$3.56M -6,783 -86%
79 80
81
82 83