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Name Holding Trade Value Shares
Change 		Change in
Stake
CSM
2001
CAMG Solamere Management
North Carolina
$281K +$40.6K +125 +18%
SSW
2002
Smith Shellnut Wilson
Mississippi
$279K -$26K -80 -9%
MWM
2003
Modera Wealth Management
New Jersey
$279K – – –
ZAM
2004
Zevin Asset Management
Massachusetts
$279K +$268K +824 New
APW
2005
Austin Private Wealth
Texas
$278K – – –
IF
2006
IRON Financial
Illinois
$278K +$2.93K +9 +1%
SI
2007
Scharf Investments
California
$278K +$268K +823 New
KCPG
2008
Kavar Capital Partners Group
Kansas
$277K +$6.5K +20 +3%
SDWMA
2009
Schneider Downs Wealth Management Advisors
Pennsylvania
$277K +$30.2K +93 +13%
CFD
2010
Creative Financial Designs
Indiana
$277K +$45.5K +140 +21%
W
2011
WealthOne
New York
$274K -$27.6K -85 -10%
MPIA
2012
Mountain Pacific Investment Advisers
Idaho
$273K – – –
DS
2013
DRW Securities
Illinois
$272K +$261K +803 New
BCM
2014
Bridgeway Capital Management
Texas
$271K – – –
CCM
2015
Crossvault Capital Management
Texas
$271K – – –
HCM
2016
Heathbridge Capital Management
Ontario, Canada
$271K – – –
OWM
2017
Orgel Wealth Management
Wisconsin
$271K – – –
WBG
2018
Wharton Business Group
Pennsylvania
$271K – – –
WFA
2019
Wellspring Financial Advisors
Ohio
$271K +$39.3K +121 +18%
RGIA
2020
Rainier Group Investment Advisory
Washington
$271K +$260K +800 New
MW
2021
Marcum Wealth
Ohio
$270K -$7.48K -23 -3%
NGA
2022
Naples Global Advisors
Florida
$269K +$16.3K +50 +7%
QC
2023
QCM Cayman
Texas
$269K +$258K +795 New
WAP
2024
Wealthcare Advisory Partners
Pennsylvania
$268K +$257K +791 New
RP
2025
Rice Partnership
Hawaii
$267K – – –
79 80
81
82 83