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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
2001
Hexagon Capital Partners
Arkansas
$1.46M +$6.24K +8 +0.5%
CCG
2002
Chatham Capital Group
Georgia
$1.46M +$922K +1,181 +220%
WAM
2003
WealthTrust Asset Management
Florida
$1.46M -$4.68K -6 -0.3%
BCG
2004
BayBridge Capital Group
California
$1.46M +$28.1K +36 +2%
MHC
2005
Meyer Handelman Company
New York
$1.46M – – –
PGCM
2006
Prescott Group Capital Management
Oklahoma
$1.45M – – –
ABC
2007
Associated Banc-Corp
Wisconsin
$1.45M +$115K +148 +9%
RPWA
2008
Regent Peak Wealth Advisors
Georgia
$1.44M +$21.1K +27 +2%
MCA
2009
MSH Capital Advisors
Arizona
$1.44M -$81.2K -104 -6%
HC
2010
Hara Capital
Washington
$1.44M -$8.58K -11 -0.6%
KCPG
2011
Kavar Capital Partners Group
Kansas
$1.44M +$26.5K +34 +2%
AIA
2012
Alera Investment Advisors
Illinois
$1.44M +$323K +414 +32%
C
2013
CEDRUS
Colorado
$1.44M -$10.1K -13 -0.8%
PTC
2014
Philadelphia Trust Company
Pennsylvania
$1.43M -$19.5K -25 -1%
CIS
2015
Custom Index Systems
New York
$1.43M +$250K +320 +23%
MCWA
2016
Meadow Creek Wealth Advisors
Georgia
$1.43M +$744K +954 +131%
CAM
2017
Creekmur Asset Management
Illinois
$1.43M +$1.08M +1,384 +466%
RMF
2018
Red Mountain Financial
Colorado
$1.42M +$1.31M +1,676 New
FAT
2019
First American Trust
California
$1.42M -$620K -795 -32%
JWA
2020
JFS Wealth Advisors
Pennsylvania
$1.42M -$7.8K -10 -0.6%
IUHSA
2021
Itau Unibanco Holding S.A.
Brazil
$1.42M +$1.3M +1,670 New
MWC
2022
MBM Wealth Consultants
Missouri
$1.42M -$77.3K -99 -6%
HCM
2023
Hutchinson Capital Management
California
$1.41M +$785K +1,006 +153%
HIIFS
2024
Harel Insurance Investments & Financial Services
Israel
$1.41M -$334K -428 -20%
UH
2025
Unigestion Holding
Switzerland
$1.41M +$282K +362 +20%
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