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Name Holding Trade Value Shares
Change 		Change in
Stake
WFMPM
2001
Woodley Farra Manion Portfolio Management
Indiana
$609K +$93.8K +250 +19%
MMC
2002
Mizuho Markets Cayman
Cayman Islands
$606K +$578K +1,541 New
IEFM
2003
IQ EQ Fund Management
Ireland
$606K +$12K +32 +2%
HWM
2004
Hemington Wealth Management
Virginia
$605K -$28.5K -76 -5%
CB
2005
CNB Bank
Pennsylvania
$604K +$72.8K +194 +14%
GFA
2006
Gallagher Fiduciary Advisors
Illinois
$604K -$182K -485 -24%
RP
2007
Riverwater Partners
Wisconsin
$602K – – –
BPWM
2008
Badgley Phelps Wealth Managers
Washington
$601K -$136K -363 -19%
AP
2009
Adero Partners
California
$601K +$6.75K +18 +1%
MA
2010
MJP Associates
Connecticut
$599K -$3.38K -9 -0.6%
MSA
2011
Marino Stram & Associates
Massachusetts
$598K +$3K +8 +0.5%
RW
2012
REDW Wealth
New Mexico
$598K +$25.5K +68 +5%
FCFC
2013
First Commonwealth Financial Corp
Pennsylvania
$595K -$73.9K -197 -12%
NL
2014
NWAM LLC
Washington
$594K +$117K +311 +26%
LA
2015
Latitude Advisors
Florida
$593K -$4.88K -13 -0.9%
CMTU
2016
Capital Markets Trading (UK)
United Kingdom
$592K -$202K -537 -26%
PHAM
2017
Palisades Hudson Asset Management
Florida
$592K – – –
FNT
2018
First Nebraska Trust
Nebraska
$592K +$38.6K +103 +7%
SIMG
2019
Sonora Investment Management Group
Arizona
$591K – – –
MCC
2020
Money Concepts Capital
Florida
$591K -$677K -1,804 -55%
RWA
2021
Redhawk Wealth Advisors
Minnesota
$591K +$133K +354 +31%
CFO
2022
Callan Family Office
Pennsylvania
$590K -$68.3K -182 -11%
LCS
2023
Levin Capital Strategies
New York
$590K – – –
PL
2024
Plancorp LLC
Missouri
$590K +$102K +271 +22%
1WA
2025
180 Wealth Advisors
Washington
$590K -$12K -32 -2%
79 80
81
82 83