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Name Holding Trade Value Shares
Change 		Change in
Stake
VNIM
2001
Vaughan Nelson Investment Management
Texas
$1.23M – – –
PCMK
2002
Paragon Capital Management (Kansas)
Kansas
$1.22M -$14.7K -96 -1%
MTC
2003
Matrix Trust Company
Colorado
$1.22M +$38K +248 +3%
AAM
2004
Aureus Asset Management
Massachusetts
$1.22M +$200K +1,308 +18%
AR
2005
Apeiron RIA
Texas
$1.22M +$66.3K +433 +5%
HP
2006
Hilltop Partners
Indiana
$1.22M +$306K +2,001 +31%
IP
2007
Investment Partners
Ohio
$1.22M +$57.4K +375 +5%
CICI
2008
Capital Investment Counsel Inc
North Carolina
$1.21M +$70.9K +463 +6%
WMWM
2009
Wilkins Miller Wealth Management
Alabama
$1.21M +$1.28M +8,342 New
MCA
2010
Magnolia Capital Advisors
Mississippi
$1.21M +$1.04M +6,784 +437%
AA
2011
Advisory Alpha
Michigan
$1.21M +$101K +662 +9%
WEG
2012
World Equity Group
Illinois
$1.2M +$81K +529 +7%
DAC
2013
Dividend Assets Capital
South Carolina
$1.2M +$4.9K +32 +0.4%
OWA
2014
Octavia Wealth Advisors
Ohio
$1.2M +$407K +2,661 +47%
LCM
2015
LCM Capital Management
Illinois
$1.2M +$4.29K +28 +0.3%
BAM
2016
BOS Asset Management
Illinois
$1.2M -$133K -869 -9%
IIM
2017
InTrack Investment Management
Vermont
$1.2M -$854K -5,580 -42%
SAM
2018
Sawgrass Asset Management
Florida
$1.19M -$75.2K -491 -6%
AWS
2019
Aspen Wealth Strategies
Colorado
$1.19M +$7.35K +48 +0.6%
CCA
2020
Childress Capital Advisors
Texas
$1.19M -$1.01M -6,610 -45%
WCM
2021
Wallace Capital Management
Texas
$1.19M – – –
KFI
2022
Key Financial Inc
Pennsylvania
$1.19M – – –
PSP
2023
Pacific Sage Partners
Washington
$1.19M -$15.2K -99 -1%
OWG
2024
Oxford Wealth Group
Florida
$1.19M -$33.7K -220 -3%
OPTFSNA
2025
Old Point Trust & Financial Services N A
Virginia
$1.19M +$12.2K +80 +1%
79 80
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