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Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
2001
Ironwood Investment Counsel
Arizona
$362K +$7.05K +39 +2%
UBG
2002
United Bank (Georgia)
Georgia
$361K +$336K +1,859 New
PEA
2003
Pacific Edge Advisors
California
$360K -$18.1K -100 -5%
NCM
2004
Nelson Capital Management
California
$360K – – –
PL
2005
Plancorp LLC
Missouri
$356K -$17K -94 -5%
CA
2006
Crewe Advisors
Utah
$355K -$3.61K -20 -1%
UFF
2007
USA Financial Formulas
Michigan
$355K -$3.25K -18 -0.8%
OWA
2008
One Wealth Advisors
California
$355K – – –
HFM
2009
Hartford Financial Management
Connecticut
$354K +$19.2K +106 +6%
MBT
2010
Monroe Bank & Trust
Michigan
$354K +$54K +299 +20%
TWM
2011
Titus Wealth Management
California
$353K -$25.3K -140 -7%
EWF
2012
Epstein & White Financial
California
$352K -$2.89K -16 -0.9%
TA
2013
Trellis Advisors
Washington
$351K -$51.5K -285 -14%
OWP
2014
Obermeyer Wealth Partners
Colorado
$350K +$22.9K +127 +8%
FWCM
2015
First Western Capital Management
California
$349K -$91.8K -508 -22%
VA
2016
Valmark Advisers
Ohio
$349K +$51K +282 +19%
FFC
2017
First Financial Corp
Indiana
$347K -$27.6K -153 -8%
DCM
2018
Donaldson Capital Management
Indiana
$346K +$31.6K +175 +11%
JCM
2019
Janney Capital Management
Pennsylvania
$343K -$54.2K -300 -15%
FTI
2020
Fiduciary Trust International
Massachusetts
$341K +$12.8K +71 +4%
FAG
2021
Financial Advisory Group
Texas
$339K – – –
LFA
2022
Legacy Financial Advisors
Kentucky
$337K -$24.6K -136 -8%
SCA
2023
Stillwater Capital Advisors
Pennsylvania
$335K -$13.6K -75 -4%
KA
2024
Klingman & Associates
New York
$334K -$16.1K -89 -5%
AIC
2025
Argus Investors Counsel
New York
$334K +$310K +1,717 New
79 80
81
82 83