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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
2001
World Investment Advisors
California
$500K -$5.81K -125 -1%
RIG
2002
Roosevelt Investment Group
New York
$500K +$485K +10,429 New
RSWM
2003
Robertson Stephens Wealth Management
California
$499K -$708K -15,227 -59%
CPC
2004
Congress Park Capital
New York
$498K -$97.6K -2,100 -17%
HCM
2005
Hilton Capital Management
New York
$498K +$8.83K +190 +2%
BBI
2006
Baxter Bros Inc
Connecticut
$498K +$235K +5,063 +95%
PI
2007
Pettee Investors
Connecticut
$496K – – –
CIM
2008
CIM Investment Management
Pennsylvania
$493K -$478K -10,279 -50%
ACM
2009
Armbruster Capital Management
New York
$493K – – –
SAM
2010
S.A. Mason
Michigan
$492K +$477K +10,260 New
OWA
2011
Outlook Wealth Advisors
Texas
$491K -$6.41K -138 -1%
IMRF
2012
Illinois Municipal Retirement Fund
Illinois
$491K +$476K +10,241 New
C
2013
Certuity
Florida
$491K +$476K +10,245 New
RICHC
2014
Renaissance Investment Consultants Holding Company
Pennsylvania
$491K +$480K +10,327 New
TPA
2015
Trivium Point Advisory
Connecticut
$490K -$1.59M -34,157 -77%
QCM
2016
Quadrant Capital Management
New Jersey
$490K -$157K -3,374 -25%
JF
2017
JSF Financial
California
$490K – – –
HFAS
2018
Hummer Financial Advisory Services
Illinois
$490K +$475K +10,225 New
MWM
2019
Modera Wealth Management
New Jersey
$489K +$3.25K +70 +0.7%
M
2020
Mirova
France
$485K +$188K +4,039 +66%
HIM
2021
Hotaling Investment Management
Pennsylvania
$484K +$22.7K +489 +5%
SWA
2022
Sutton Wealth Advisors
Florida
$484K +$3.44K +74 +0.7%
VA
2023
Valmark Advisers
Ohio
$482K +$14.8K +318 +3%
ETC
2024
Exchange Traded Concepts
Oklahoma
$482K +$468K +10,059 New
FA
2025
Faithward Advisors
Pennsylvania
$480K -$130K -2,800 -22%
79 80
81
82 83