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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2001
Tributary Capital Management
Nebraska
$673K -$14.7K -30 -2%
LGA
2002
Lebenthal Global Advisors
New York
$672K -$3.92K -8 -0.6%
PWA
2003
Peterson Wealth Advisors
Utah
$671K +$8.34K +17 +1%
HTHT
2004
Hemenway Trust Hemenway Trust
New Hampshire
$670K -$46.6K -95 -7%
ECM
2005
ExodusPoint Capital Management
New York
$670K -$17.1M -34,774 -96%
PCTC
2006
Perkins Coie Trust Company
Washington
$670K -$39.2K -80 -6%
FAT
2007
First American Trust
California
$669K -$44.6K -91 -6%
HFRG
2008
Houlihan Financial Resource Group
Virginia
$669K +$2.94K +6 +0.4%
VWMG
2009
Virginia Wealth Management Group
Virginia
$664K +$2.45K +5 +0.4%
MFWP
2010
Mosaic Family Wealth Partners
Missouri
$663K – – –
SG
2011
Sharper & Granite
California
$662K – – –
HSG
2012
Helen Stephens Group
Texas
$661K – – –
MTIC
2013
Missouri Trust & Investment Company
Missouri
$658K -$8.34K -17 -1%
RWP
2014
Ridgecrest Wealth Partners
California
$658K – – –
CWM
2015
C2C Wealth Management
Arizona
$657K +$659K +1,344 New
SGK
2016
Steigerwald Gordon & Koch
Virginia
$656K +$14.2K +29 +2%
WWC
2017
Waypoint Wealth Counsel
Georgia
$656K +$21.6K +44 +3%
MC
2018
Matisse Capital
Oregon
$655K – – –
PWA
2019
Providence Wealth Advisors
Illinois
$654K -$4.91K -10 -0.8%
MWP
2020
Madison Wealth Partners
Wisconsin
$654K +$5.88K +12 +0.9%
OA
2021
Oxbow Advisors
Texas
$654K – – –
SFG
2022
Synergy Financial Group
California
$654K -$7.85K -16 -1%
1W
2023
1776 Wealth
Georgia
$653K +$2.45K +5 +0.4%
PIM
2024
Profit Investment Management
Maryland
$651K – – –
ZIMP
2025
Zimmermann Investment Management & Planning
Pennsylvania
$649K +$10.8K +22 +2%
79 80
81
82 83