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Name Holding Trade Value Shares
Change 		Change in
Stake
MPAM
2001
Murphy Pohlad Asset Management
Minnesota
$895K -$154K -560 -14%
CT
2002
Columbia Trust
Oregon
$894K +$926K +3,370 New
SGK
2003
Steigerwald Gordon & Koch
Virginia
$892K -$18.7K -68 -2%
WWM
2004
Wiser Wealth Management
Georgia
$892K +$923K +3,357 New
TSS
2005
Two Sigma Securities
New York
$890K +$473K +1,721 +106%
FM
2006
Foster & Motley
Ohio
$889K +$152K +554 +20%
VCM
2007
Vivaldi Capital Management
Illinois
$885K +$160K +582 +21%
TP
2008
Tranquility Partners
Tennessee
$884K +$20.9K +76 +2%
HPWM
2009
Highland Private Wealth Management
Washington
$883K +$18.1K +66 +2%
IF
2010
Ironwood Financial
Arizona
$882K +$817K +2,973 +857%
4WM
2011
44 Wealth Management
Oregon
$880K +$910K +3,312 New
AIM
2012
Allen Investment Management
New York
$879K +$3.85K +14 +0.4%
AWA
2013
Acorn Wealth Advisors
Michigan
$878K -$38.2K -139 -4%
GSBTD
2014
Glenview State Bank Trust Department
Illinois
$878K +$37.1K +135 +4%
HFAS
2015
Hummer Financial Advisory Services
Illinois
$877K – – –
CCP
2016
Cardan Capital Partners
Colorado
$874K – – –
MIM
2017
Miller Investment Management
Pennsylvania
$870K -$4.67K -17 -0.5%
SWP
2018
Strategic Wealth Partners
Ohio
$869K -$40.4K -147 -4%
BHA
2019
Beech Hill Advisors
New York
$869K -$6.87K -25 -0.8%
IWS
2020
Insight Wealth Strategies
California
$869K +$9.07K +33 +1%
WA
2021
Wambolt & Associates
Colorado
$868K +$32.7K +119 +4%
CIC
2022
Cornercap Investment Counsel
Georgia
$867K +$4.4K +16 +0.4%
CIS
2023
Capital International Sarl
California
$862K +$342K +1,244 +62%
CA
2024
Cornerstone Advisory
Maryland
$861K +$62.9K +229 +8%
FC
2025
Forte Capital
New York
$858K +$268K +974 +43%
79 80
81
82 83