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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
2001
Oxford Financial Group
Indiana
$660K -$48.1K -210 -7%
MCA
2002
Mercer Capital Advisers
New Jersey
$659K – – –
AAM
2003
AMI Asset Management
California
$656K +$57.2K +250 +11%
NSB
2004
Norway Savings Bank
Maine
$653K -$1.15K -5 -0.2%
GAG
2005
GM Advisory Group
New York
$653K +$84.7K +370 +17%
MWM
2006
MorganRosel Wealth Management
Colorado
$652K -$53.1K -232 -8%
HPC
2007
Hobart Private Capital
North Carolina
$650K +$54.5K +238 +10%
LAIC
2008
Lederer & Associates Investment Counsel
California
$646K -$37.1K -162 -6%
TCB
2009
Texas Capital Bancshares
Texas
$646K -$19.7K -86 -3%
RAM
2010
Redmond Asset Management
Virginia
$646K -$8.47K -37 -1%
OL
2011
Optas LLC
Texas
$646K +$590K +2,576 New
CTI
2012
Community Trust & Investment
Kentucky
$643K -$17.2K -75 -3%
PWM
2013
Peterson Wealth Management
Nevada
$643K +$196K +856 +50%
MWM
2014
Mattern Wealth Management
Kansas
$642K -$6.87K -30 -1%
ISWM
2015
Independent Solutions Wealth Management
New York
$640K +$50.8K +222 +10%
RCC
2016
Red Cedar Capital
Nebraska
$640K – – –
TVAMP
2017
Tennessee Valley Asset Management Partners
Tennessee
$638K +$55.6K +243 +11%
SB
2018
Sunflower Bank
Texas
$638K +$584K +2,550 New
AC
2019
Avestar Capital
New York
$636K -$40.5K -177 -7%
VR
2020
Viridian RIA
Washington
$636K +$124K +540 +27%
HIM
2021
Hillsdale Investment Management
Ontario, Canada
$635K +$20.6K +90 +4%
LOPW
2022
Live Oak Private Wealth
North Carolina
$635K +$154K +672 +36%
ITIM
2023
Indiana Trust & Investment Management
Indiana
$634K -$45.8K -200 -7%
IIC
2024
Integrated Investment Consultants
Michigan
$629K -$13K -57 -2%
BOM
2025
Bank of Marin
California
$629K +$4.58K +20 +0.8%
79 80
81
82 83