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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2001
Clinton Group
New York
$1.95M +$1.95M +21,325 New
ZCI
2002
Zevenbergen Capital Investments
Washington
$1.94M -$55.8K -610 -3%
CPO
2003
Cerity Partners OCIO
New York
$1.94M -$8.96K -98 -0.4%
AAM
2004
American Asset Management
Florida
$1.94M +$12.8K +140 +0.7%
NP
2005
Ninepoint Partners
Ontario, Canada
$1.94M +$576K +6,300 +42%
PWPS
2006
Pinnacle Wealth Planning Services
Ohio
$1.93M +$1.38M +15,131 +250%
OAM
2007
Occidental Asset Management
California
$1.93M +$14.8K +162 +0.8%
PIM
2008
Profit Investment Management
Maryland
$1.93M -$936K -10,239 -33%
FWP
2009
FAS Wealth Partners
Kansas
$1.92M +$34.4K +376 +2%
ADBIC
2010
A.D. Beadell Investment Counsel
Wisconsin
$1.92M -$119K -1,300 -6%
NB
2011
Nicolet Bankshares
Wisconsin
$1.9M +$64.7K +707 +4%
AP
2012
Arlington Partners
Alabama
$1.9M +$141K +1,544 +8%
AB
2013
AT Bancorp
Iowa
$1.89M +$53.1K +581 +3%
AIS
2014
AlphaOne Investment Services
Pennsylvania
$1.89M +$1.61M +17,623 +566%
HFM
2015
Hartford Financial Management
Connecticut
$1.88M +$9.79K +107 +0.5%
THWM
2016
Taylor Hoffman Wealth Management
Virginia
$1.88M +$240K +2,620 +15%
ICOM
2017
Investment Counselors of Maryland
Maryland
$1.87M -$133K -1,450 -7%
EA
2018
Emerald Advisers
Pennsylvania
$1.87M -$103K -1,124 -5%
BWM
2019
BerganKDV Wealth Management
Minnesota
$1.87M -$42.3K -463 -2%
SS
2020
Sunbelt Securities
Texas
$1.87M +$92.6K +1,013 +5%
MC
2021
Miles Capital
Iowa
$1.86M -$225K -2,457 -11%
CA
2022
Cynosure Advisors
Utah
$1.86M -$780K -8,526 -30%
PC
2023
Palo Capital
California
$1.85M +$29.4K +321 +2%
NED
2024
Nancy E. Dempze
$1.85M -$55.1K -603 -3%
GP
2025
Greenline Partners
New York
$1.85M -$675K -7,378 -27%
79 80
81
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