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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2001
IFG Advisors
Missouri
$577K +$57 +1 +0%
BIM
2002
Baldwin Investment Management
Pennsylvania
$577K -$153K -2,700 -22%
IF
2003
IRON Financial
Illinois
$576K -$15.1K -266 -3%
ECM
2004
Elgethun Capital Management
South Dakota
$576K +$45.4K +799 +9%
WF
2005
WoodTrust Financial
Wisconsin
$575K -$1.33M -23,494 -71%
RIM
2006
Rakuten Investment Management
Japan
$574K +$555K +9,778 New
APA
2007
Astoria Portfolio Advisors
New York
$574K +$59.3K +1,044 +12%
FS
2008
Ferguson Shapiro
Georgia
$574K +$21.1K +371 +4%
WA1
2009
Wimmer Associates 1
California
$573K -$14.3K -251 -3%
WF
2010
Wayfinding Financial
Washington
$573K +$9.94K +175 +2%
ACP
2011
Aveo Capital Partners
Colorado
$572K +$67.1K +1,182 +14%
BIP
2012
Blueprint Investment Partners
North Carolina
$571K +$274K +4,826 +99%
EFG
2013
Embree Financial Group
Illinois
$571K +$550K +9,684 New
GIM
2014
Goelzer Investment Management
Indiana
$571K +$9.6K +169 +2%
CS
2015
Crescent Sterling
Louisiana
$570K -$16.2K -286 -3%
WIC
2016
Wilkins Investment Counsel
Massachusetts
$570K -$1.7K -30 -0.3%
SL
2017
Summitry LLC
California
$568K +$2.44K +43 +0.4%
CC
2018
Cornerstone Capital
California
$568K +$229K +4,035 +72%
MWA
2019
Monograph Wealth Advisors
California
$567K +$4.26K +75 +0.8%
OA
2020
Oracle Alpha
Ontario, Canada
$567K +$547K +9,625 New
CWI
2021
Conscious Wealth Investments
Florida
$567K +$545K +9,587 New
SWM
2022
Stockman Wealth Management
Montana
$566K +$17K +300 +3%
RIA
2023
Richwood Investment Advisors
Ohio
$566K +$3.41K +60 +0.6%
RWA
2024
River Wealth Advisors
Pennsylvania
$566K +$1.25K +22 +0.2%
FNBOMD
2025
First National Bank of Mount Dora
Florida
$565K -$17K -300 -3%
79 80
81
82 83