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Name Holding Trade Value Shares
Change 		Change in
Stake
RI
2001
Ridgewood Investments
New Jersey
$353K -$314K -5,628 -46%
JFGIW
2002
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$353K -$70.7K -1,269 -16%
DIM
2003
Delta Investment Management
California
$353K -$8.36K -150 -2%
AWP
2004
Ascent Wealth Partners
New York
$353K -$5.63K -101 -1%
BIAS
2005
Beacon Investment Advisory Services
New Jersey
$353K – – –
HPIA
2006
Hamilton Point Investment Advisors
North Carolina
$353K – – –
RW
2007
Rede Wealth
Virginia
$352K +$5.57K +100 +2%
IIC
2008
Integrated Investment Consultants
Michigan
$352K +$10.7K +192 +3%
KIG
2009
Kowal Investment Group
Wisconsin
$352K +$98.2K +1,761 +36%
PWAG
2010
Polaris Wealth Advisory Group
California
$350K – – –
HI
2011
Hendershot Investments
Virginia
$348K – – –
SAM
2012
Security Asset Management
New York
$348K – – –
SA
2013
SRH Advisors
Kansas
$347K +$613 +11 +0.2%
MPCG
2014
Matrix Private Capital Group
New York
$347K +$15.8K +283 +5%
FPCM
2015
Financial Partners Capital Management
New York
$346K – – –
TNA
2016
True North Advisors
Texas
$346K -$239K -4,290 -39%
FSA
2017
Fort Sheridan Advisors
Illinois
$346K -$4.68K -84 -1%
FWM
2018
FSA Wealth Management
Massachusetts
$346K +$76.8K +1,378 +26%
SSWG
2019
Seven Springs Wealth Group
Tennessee
$345K – – –
CCM
2020
Chiron Capital Management
Florida
$344K +$1.28K +23 +0.4%
KL
2021
KWMG LLC
Kansas
$344K +$1.95K +35 +0.5%
GIP
2022
Granite Investment Partners
California
$343K – – –
CG
2023
Corundum Group
Colorado
$343K +$29.3K +526 +9%
AAS
2024
Annex Advisory Services
Wisconsin
$342K -$17.2K -309 -5%
PA
2025
Probity Advisors
Texas
$341K -$63.7K -1,143 -15%
79 80
81
82 83