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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2001
Nelson Capital Management
California
$328K +$24.4K +273 +8%
LFA
2002
Landmark Financial Advisors
Kentucky
$328K +$28.5K +318 +9%
IA
2003
Independence Advisors
Pennsylvania
$327K -$4.39K -49 -1%
TL
2004
TrueWealth LLC
Georgia
$326K -$32.6K -364 -9%
TIA
2005
Tiemann Investment Advisors
California
$326K -$17.9K -200 -5%
PA
2006
PSI Advisors
Florida
$326K +$58.1K +649 +22%
QCMC
2007
Quantum Capital Management (California)
California
$326K +$289K +3,223 +750%
RCIM
2008
Red Cedar Investment Management
Michigan
$325K +$327K +3,647 New
DCM
2009
Donaldson Capital Management
Indiana
$324K -$50.9K -569 -14%
CM
2010
CoreCommodity Management
Connecticut
$323K -$537 -6 -0.2%
YMRC
2011
Yorktown Management & Research Company
Virginia
$321K -$278K -3,100 -46%
FNC
2012
First National Corp
Massachusetts
$321K +$53.9K +602 +20%
SC
2013
Saturna Capital
Washington
$320K -$8.95K -100 -3%
ACP
2014
Aviance Capital Partners
Florida
$320K – – –
UF
2015
Univest Financial
Pennsylvania
$319K -$350K -3,913 -52%
SHWM
2016
Silicon Hills Wealth Management
Texas
$319K -$35.8K -400 -10%
CS
2017
Capital Square
Tennessee
$319K -$3.04K -34 -0.9%
MPW
2018
MA Private Wealth
California
$319K +$2.95K +33 +0.9%
RTC
2019
Riverview Trust Company
Washington
$318K – – –
SNBOSCI
2020
Security National Bank of Sioux City Iowa
Iowa
$318K +$8.95K +100 +3%
GC
2021
Gilbert & Cook
Iowa
$317K +$10.3K +115 +3%
AFAS
2022
Acorn Financial Advisory Services
Virginia
$317K +$319K +3,560 New
GWS
2023
Glassman Wealth Services
Virginia
$316K +$41.3K +461 +15%
PCMC
2024
Private Capital Management (Colorado)
Colorado
$315K -$7.25K -81 -2%
BONST
2025
Bank of Nova Scotia Trust
Ontario, Canada
$314K -$2.24K -25 -0.7%
79 80
81
82 83