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Name Holding Trade Value Shares
Change 		Change in
Stake
BHA
2001
Beech Hill Advisors
New York
$4.78M +$16.7K +26 +0.3%
SFA
2002
Souders Financial Advisors
Ohio
$4.77M -$55.1K -86 -1%
CCM
2003
Cohen Capital Management
California
$4.76M +$118K +184 +2%
SIG
2004
Sargent Investment Group
Maryland
$4.75M +$326K +508 +7%
EPG
2005
Estate Planners Group
Pennsylvania
$4.74M +$214K +334 +4%
CP
2006
Cornerstone Planning
North Carolina
$4.73M +$365K +569 +7%
JAM
2007
JCIC Asset Management
Ontario, Canada
$4.72M +$48.1K +75 +0.9%
AC
2008
Apella Capital
Connecticut
$4.72M +$718K +1,120 +20%
MAM
2009
MWA Asset Management
Massachusetts
$4.72M +$166K +259 +3%
MAM
2010
Marquette Asset Management
Minnesota
$4.7M -$970K -1,514 -16%
UBG
2011
United Bank (Georgia)
Georgia
$4.7M +$709K +1,107 +16%
TTIC
2012
Tower Trust & Investment Company
Iowa
$4.7M -$89.1K -139 -2%
SIA
2013
SGL Investment Advisors
Montana
$4.69M +$143K +223 +3%
CAG
2014
Csenge Advisory Group
Florida
$4.67M -$1.3M -2,034 -20%
SOS
2015
Silver Oak Securities
Tennessee
$4.67M -$517K -807 -9%
VIS
2016
Vega Investment Solutions
France
$4.67M +$465K +725 +10%
PM
2017
Parametrica Management
Hong Kong
$4.67M -$1.28M -2,000 -20%
SLC
2018
Second Line Capital
Louisiana
$4.66M +$15.4K +24 +0.3%
FDS
2019
First Dallas Securities
Texas
$4.65M -$217K -338 -4%
DWA
2020
Douglass Winthrop Advisors
New York
$4.65M -$740K -1,155 -12%
SCP
2021
Sivia Capital Partners
California
$4.65M -$198K -309 -4%
GPA
2022
Garrison Point Advisors
California
$4.64M -$135K -210 -3%
LS
2023
Leelyn Smith
Illinois
$4.64M +$366K +571 +8%
WC
2024
Wynn Capital
Georgia
$4.63M +$30.1K +47 +0.6%
VA
2025
Valmark Advisers
Ohio
$4.63M +$94.8K +148 +2%
79 80
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