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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2001
Sage Capital Advisors
South Dakota
$287K +$11.2K +62 +4%
BW
2002
Biegel & Waller
Maryland
$285K +$110K +610 +54%
SFG
2003
StrategIQ Financial Group
Indiana
$283K +$5.43K +30 +2%
NCM
2004
Nelson Capital Management
California
$282K -$24.4K -135 -7%
DCM
2005
Donaldson Capital Management
Indiana
$280K -$13.9K -77 -4%
FTI
2006
Fiduciary Trust International
Massachusetts
$280K -$9.05K -50 -3%
CIC
2007
Crawford Investment Counsel
Georgia
$280K +$36.2K +200 +13%
B
2008
Bridgeworth
Alabama
$279K +$18.8K +104 +6%
BWL
2009
Bogart Wealth LLC
Virginia
$279K +$52.5K +290 +21%
CAI
2010
Capital Advisors Inc
Oklahoma
$278K +$7.24K +40 +2%
FMC
2011
First Merchants Corp
Indiana
$278K +$9.05K +50 +3%
LRIA
2012
Leonard Rickey Investment Advisors
Washington
$277K – – –
VIA
2013
Vantage Investment Advisors
Pennsylvania
$276K +$77.3K +427 +34%
NP
2014
NorthRock Partners
Minnesota
$274K +$100K +555 +50%
ACP
2015
Aveo Capital Partners
Colorado
$271K +$317K +1,753 New
JFL
2016
Jarislowsky, Fraser Ltd
Quebec, Canada
$270K -$32.4K -179 -9%
NWS
2017
Newport Wealth Strategies
California
$270K +$14.7K +81 +5%
TA
2018
Trellis Advisors
Washington
$268K -$31.1K -172 -10%
POIA
2019
Pin Oak Investment Advisors
Texas
$266K +$10.9K +60 +4%
EIA
2020
Eldridge Investment Advisors
New Hampshire
$266K +$96.1K +531 +49%
RTS
2021
Round Table Services
New Jersey
$266K +$293K +1,619 New
FCMC
2022
Founders Capital Management (Connecticut)
Connecticut
$265K – – –
WCF
2023
West Coast Financial
California
$265K +$291K +1,609 New
EDRIA
2024
Edmonds Duncan Registered Investment Advisors
Kansas
$264K +$5.43K +30 +2%
FNBSF
2025
First National Bank Sioux Falls
South Dakota
$263K – – –
79 80
81
82 83