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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2001
Clearwater Capital Advisors
Illinois
$269K +$7.77K +65 +3%
FDCC
2002
Foster Dykema Cabot & Co
Massachusetts
$267K – – –
IAA
2003
Ironsides Asset Advisors
North Carolina
$267K +$280K +2,343 New
SLG
2004
Stanley-Laman Group
Pennsylvania
$265K – – –
BMCM
2005
Bryn Mawr Capital Management
Pennsylvania
$265K +$6.93K +58 +3%
BCIM
2006
Bishop & Co Investment Management
Pennsylvania
$263K +$276K +2,308 New
AAM
2007
Ascension Asset Management
New York
$262K – – –
MAP
2008
Milestone Advisory Partners
North Carolina
$262K – – –
TC
2009
Trilogy Capital
California
$262K +$19.8K +166 +8%
LFA
2010
Legacy Financial Advisors
Kentucky
$262K +$76K +636 +40%
DPI
2011
Diversified Portfolios Inc
Michigan
$261K -$5.74K -48 -2%
GKWIM
2012
Gerber Kawasaki Wealth & Investment Management
California
$261K – – –
PIA
2013
Pinion Investment Advisors
Kansas
$259K +$272K +2,274 New
PCP
2014
Proficio Capital Partners
Massachusetts
$258K +$16K +134 +6%
WAM
2015
Wallington Asset Management
Indiana
$255K – – –
KA
2016
Klingman & Associates
New York
$255K +$8.97K +75 +3%
SHJ
2017
Sharkey, Howes & Javer
Colorado
$254K – – –
KC
2018
Kingfisher Capital
North Carolina
$254K +$42.1K +352 +19%
KC
2019
KHP Capital
Oklahoma
$253K -$23.9K -200 -8%
IOOF
2020
Independent Order of Foresters
Ontario, Canada
$253K -$1.2K -10 -0.4%
MFT
2021
Moisand Fitzgerald Tamayo
Florida
$253K – – –
HFS
2022
Haverford Financial Services
Pennsylvania
$252K -$15.1K -126 -5%
VCP
2023
Vista Capital Partners
Oregon
$252K -$11.5K -96 -4%
HI
2024
Hendershot Investments
Virginia
$252K – – –
KA
2025
KLCM Advisors
Wisconsin
$252K +$264K +2,207 New
79 80
81
82 83