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Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2001
Florence Capital Advisors
New York
$341K +$351K +3,083 New
ED
2002
Exane Derivatives
France
$340K +$205K +1,806 +139%
FPA
2003
First Pacific Advisors
California
$340K +$352K +3,100 New
MCM
2004
McRae Capital Management
New Jersey
$339K – – –
SIM
2005
Sonora Investment Management
Arizona
$337K +$46.6K +410 +15%
SQA
2006
Simon Quick Advisors
New Jersey
$336K – – –
MIA
2007
MainStreet Investment Advisors
Illinois
$336K +$27.1K +238 +8%
SWA
2008
Sutton Wealth Advisors
Florida
$335K +$14.7K +129 +4%
RPA
2009
Rock Point Advisors
Vermont
$335K +$9.66K +85 +3%
CAM
2010
Cozad Asset Management
Illinois
$335K +$22.4K +197 +7%
AF
2011
Affiance Financial
Minnesota
$334K -$12.2K -107 -3%
CP
2012
Coho Partners
Pennsylvania
$332K – – –
AWS
2013
AJ Wealth Strategies
New York
$332K +$22.7K +200 +7%
IF
2014
IRON Financial
Illinois
$331K -$22.7K -200 -6%
GAM
2015
Grandview Asset Management
Pennsylvania
$330K +$342K +3,009 New
MPIA
2016
Mountain Pacific Investment Advisers
Idaho
$329K – – –
MIG
2017
McGuire Investment Group
Rhode Island
$328K -$9.21K -81 -3%
FGC
2018
Financial Gravity Companies
Texas
$328K +$336K +2,951 New
TAM
2019
Trillium Asset Management
Massachusetts
$327K -$59.1K -520 -15%
SCM
2020
Sterneck Capital Management
Missouri
$326K – – –
LC
2021
Lavaca Capital
Texas
$326K +$338K +2,976 New
CWM
2022
Confluence Wealth Management
Oregon
$325K +$1.93K +17 +0.6%
EFS
2023
Econ Financial Services
Pennsylvania
$325K +$337K +2,964 New
UFF
2024
USA Financial Formulas
Michigan
$324K -$87.2K -767 -22%
WA
2025
Wealth Architects
California
$324K -$1.93K -17 -0.6%
79 80
81
82 83