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Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
2001
Armstrong Advisory Group
Massachusetts
$1.17M – – –
CRCM
2002
Crystal Rock Capital Management
Illinois
$1.16M – – –
EAMA
2003
EFG Asset Management (Americas)
Florida
$1.16M -$13.6K -46 -1%
ECI
2004
EFG Capital International
Florida
$1.16M +$1.11M +3,743 New
P
2005
&Partners
Tennessee
$1.16M +$8.57K +29 +0.8%
FNWM
2006
Financial Network Wealth Management
Utah
$1.16M -$160K -540 -13%
GAB
2007
German American Bancorp
Indiana
$1.16M -$15.1K -51 -1%
MCI
2008
MRP Capital Investments
Georgia
$1.16M -$213K -720 -16%
MAM
2009
Mystic Asset Management
Rhode Island
$1.16M -$29.5K -100 -3%
SI
2010
Scharf Investments
California
$1.16M -$536K -1,816 -33%
PL
2011
Plancorp LLC
Missouri
$1.16M +$56.7K +192 +5%
CFFP
2012
Center for Financial Planning
Michigan
$1.16M +$13K +44 +1%
CCM
2013
Chiron Capital Management
Florida
$1.16M +$13.3K +45 +1%
WEPOG
2014
Wealth Enhancement & Preservation of GA
Georgia
$1.16M +$68.2K +231 +7%
PA
2015
PSI Advisors
Florida
$1.15M +$67.9K +230 +7%
ISWM
2016
Independent Solutions Wealth Management
New York
$1.15M +$138K +467 +14%
WDC
2017
Woodward Diversified Capital
California
$1.15M -$6.5K -22 -0.6%
MIH
2018
Meitav Investment House
Israel
$1.15M -$28.3M -95,682 -96%
OFG
2019
OmniStar Financial Group
North Carolina
$1.14M +$267K +904 +33%
BSB
2020
Bangor Savings Bank
Maine
$1.14M -$11.5K -39 -1%
LFG
2021
Larson Financial Group
Missouri
$1.14M +$2.95K +10 +0.3%
CC
2022
Callan Capital
California
$1.14M +$15.1K +51 +1%
CI
2023
Carroll Investors
South Carolina
$1.14M -$162K -549 -13%
APC
2024
Aspire Private Capital
North Carolina
$1.14M -$53.5K -181 -5%
JF
2025
Jump Financial
Illinois
$1.14M +$430K +1,454 +66%
79 80
81
82 83