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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
2001
Stonnington Group
California
$553K +$3.63K +10 +0.7%
HNWAG
2002
High Net Worth Advisory Group
Florida
$551K +$16.7K +46 +3%
MSA
2003
Marino Stram & Associates
Massachusetts
$550K +$24K +66 +5%
ICP
2004
Interchange Capital Partners
Pennsylvania
$549K +$544K +1,498 New
AP
2005
Adero Partners
California
$549K +$263K +724 +92%
IEFM
2006
IQ EQ Fund Management
Ireland
$548K +$5.08K +14 +0.9%
PHAM
2007
Palisades Hudson Asset Management
Florida
$547K – – –
SIMG
2008
Sonora Investment Management Group
Arizona
$546K -$86.4K -238 -14%
LCS
2009
Levin Capital Strategies
New York
$545K – – –
WPI
2010
Walter Public Investments
Canada
$545K – – –
AC
2011
AXQ Capital
New Jersey
$545K +$545K +1,500 New
PFO
2012
PMC FIG Opportunities
Israel
$545K +$545K +1,500 New
JSL
2013
JT Stratford LLC
Georgia
$544K +$60.7K +167 +13%
LP
2014
LGL Partners
Pennsylvania
$540K – – –
PSCM
2015
Per Stirling Capital Management
Texas
$534K -$62.5K -172 -10%
AFPL
2016
Advus Financial Partners, LLC
Florida
$534K +$15.6K +43 +3%
AWM
2017
Aprio Wealth Management
Georgia
$533K +$78.1K +215 +17%
PWP
2018
Pursue Wealth Partners
California
$532K – – –
HCC
2019
Hirtle Callaghan & Co
Pennsylvania
$531K -$1.95M -5,380 -79%
WB
2020
Webster Bank
Connecticut
$531K -$36.3K -100 -6%
PPC
2021
Park Place Capital
Alabama
$529K -$225K -619 -30%
RW
2022
REDW Wealth
New Mexico
$528K – – –
PCMF
2023
Private Capital Management (Florida)
Florida
$528K +$363 +1 +0.1%
LBC
2024
Lowe Brockenbrough & Co
Virginia
$526K -$87.9K -242 -14%
CPSAC
2025
Chas P. Smith & Associates (CPS)
Florida
$526K -$2.91K -8 -0.5%
79 80
81
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