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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2001
Edgestream Partners
New Jersey
$297K +$318K +5,982 New
SAM
2002
Summit Asset Management
Tennessee
$295K – – –
PL
2003
Plancorp LLC
Missouri
$293K -$10.6K -200 -3%
KTM
2004
Keeler Thomas Management
Utah
$293K +$314K +5,914 New
MSR
2005
Main Street Research
Connecticut
$292K -$136K -2,563 -30%
VCM
2006
Vigilant Capital Management
Maine
$292K -$13.2K -248 -4%
PA
2007
Parkside Advisors
California
$292K – – –
CAM
2008
Covenant Asset Management
New Jersey
$292K +$13.3K +250 +4%
HA
2009
Hays Advisory
Tennessee
$291K -$32.6K -614 -9%
FNBOO
2010
First National Bank of Omaha
Nebraska
$291K -$17.9K -338 -5%
CFN
2011
Cordasco Financial Network
Florida
$289K +$6.16K +116 +2%
PAS
2012
Professional Advisory Services
Florida
$288K – – –
AC
2013
Avestar Capital
New York
$287K +$4.46K +84 +1%
RIG
2014
Roosevelt Investment Group
New York
$286K -$2.34K -44 -0.8%
PFT
2015
Providence First Trust
Arizona
$284K +$1.33K +25 +0.4%
PAA
2016
Peregrine Asset Advisers
Oregon
$283K -$6.04M -113,768 -95%
CWA
2017
Clarus Wealth Advisors
Arizona
$283K – – –
PCP
2018
Proficio Capital Partners
Massachusetts
$282K +$4.73K +89 +2%
BCA
2019
Berman Capital Advisors
Georgia
$280K +$32.5K +612 +12%
CWP
2020
Capital Wealth Planning
Florida
$279K – – –
ICA
2021
Infrastructure Capital Advisors
New York
$279K +$298K +5,604 New
DCM
2022
Driehaus Capital Management
Illinois
$278K -$8.71K -164 -3%
CTA
2023
Colonial Trust Advisors
South Carolina
$278K – – –
EWG
2024
Executive Wealth Group
Washington
$277K +$637 +12 +0.2%
WTFG
2025
Wells Trecaso Financial Group
Ohio
$276K +$53.1K +1,000 +22%
79 80
81
82 83