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Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
2001
Smith Shellnut Wilson
Mississippi
$279K -$26K -80 -9%
MWM
2002
Modera Wealth Management
New Jersey
$279K – – –
ZAM
2003
Zevin Asset Management
Massachusetts
$279K +$268K +824 New
APW
2004
Austin Private Wealth
Texas
$278K – – –
IF
2005
IRON Financial
Illinois
$278K +$2.93K +9 +1%
SI
2006
Scharf Investments
California
$278K +$268K +823 New
KCPG
2007
Kavar Capital Partners Group
Kansas
$277K +$6.5K +20 +3%
SDWMA
2008
Schneider Downs Wealth Management Advisors
Pennsylvania
$277K +$30.2K +93 +13%
CFD
2009
Creative Financial Designs
Indiana
$277K +$45.5K +140 +21%
W
2010
WealthOne
New York
$274K -$27.6K -85 -10%
MPIA
2011
Mountain Pacific Investment Advisers
Idaho
$273K – – –
DS
2012
DRW Securities
Illinois
$272K +$261K +803 New
BCM
2013
Bridgeway Capital Management
Texas
$271K – – –
CCM
2014
Crossvault Capital Management
Texas
$271K – – –
HCM
2015
Heathbridge Capital Management
Ontario, Canada
$271K – – –
OWM
2016
Orgel Wealth Management
Wisconsin
$271K – – –
WBG
2017
Wharton Business Group
Pennsylvania
$271K – – –
WFA
2018
Wellspring Financial Advisors
Ohio
$271K +$39.3K +121 +18%
RGIA
2019
Rainier Group Investment Advisory
Washington
$271K +$260K +800 New
MW
2020
Marcum Wealth
Ohio
$270K -$7.48K -23 -3%
NGA
2021
Naples Global Advisors
Florida
$269K +$16.3K +50 +7%
QC
2022
QCM Cayman
Texas
$269K +$258K +795 New
WAP
2023
Wealthcare Advisory Partners
Pennsylvania
$268K +$257K +791 New
RP
2024
Rice Partnership
Hawaii
$267K – – –
EH
2025
Employers Holdings
Nevada
$264K -$73.2K -225 -22%
79 80
81
82 83