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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2001
Camelot Portfolios
Ohio
$384K -$264K -5,369 -42%
SC
2002
Scholtz & Company
Connecticut
$384K +$71.3K +1,450 +24%
AIM
2003
AIA Investment Management
Singapore
$384K +$366K +7,443 New
BCM
2004
Bienville Capital Management
New York
$383K -$285K -5,800 -44%
SSW
2005
Smith Shellnut Wilson
Mississippi
$382K -$29.4K -598 -7%
HIM
2006
Hotaling Investment Management
Pennsylvania
$382K -$14.1K -287 -4%
WLIM
2007
White Lighthouse Investment Management
Massachusetts
$381K – – –
KP
2008
Keel Point
Alabama
$380K +$35.6K +724 +11%
TL
2009
TrueWealth LLC
Georgia
$379K – – –
NFP
2010
Narus Financial Partners
Utah
$378K +$12.6K +256 +4%
MAA
2011
Mraz Amerine & Associates
California
$378K -$120K -2,450 -25%
AIP
2012
Almanack Investment Partners
Pennsylvania
$378K -$33.8K -687 -9%
CW
2013
CreativeOne Wealth
Kansas
$374K +$46K +936 +15%
RWG
2014
Regal Wealth Group
California
$373K +$98 +2 +0%
DACG
2015
Donor Advised Charitable Giving
California
$371K – – –
LAIC
2016
Lederer & Associates Investment Counsel
California
$370K – – –
PI
2017
PFS Investments
Georgia
$370K +$353K +7,171 New
AIM
2018
Avity Investment Management
Connecticut
$368K +$80.3K +1,633 +30%
HPC
2019
Hobart Private Capital
North Carolina
$366K +$19.5K +396 +6%
RHJA
2020
Rice Hall James & Associates
California
$366K – – –
NB
2021
Northwest Bancshares
Pennsylvania
$366K +$1.52K +31 +0.4%
VA
2022
Valmark Advisers
Ohio
$366K +$57.3K +1,166 +20%
EWA
2023
ERTS Wealth Advisors
Michigan
$364K -$28K -570 -7%
LFA
2024
Landmark Financial Advisors
Kentucky
$364K – – –
VCM
2025
Versant Capital Management
Arizona
$362K -$2.8K -57 -0.8%
79 80
81
82 83