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Name Holding Trade Value Shares
Change 		Change in
Stake
AAMA
2001
Advanced Asset Management Advisors
Ohio
$8.36M +$480 +2 +0%
CA
2002
Cumberland Advisors
Florida
$8.35M -$1.23M -5,125 -13%
SDJVC
2003
St. Denis J. Villere & Co
Louisiana
$8.35M +$43.2K +180 +0.5%
LPIC
2004
LeJeune Puetz Investment Counsel
Michigan
$8.32M +$75.1K +313 +0.9%
OIM
2005
Orca Investment Management
Oregon
$8.31M -$278K -1,159 -3%
GWM
2006
GDS Wealth Management
Texas
$8.31M -$587K -2,445 -7%
TCOO
2007
Trust Company of Oklahoma
Oklahoma
$8.31M +$349K +1,456 +4%
LI
2008
Lafayette Investments
Maryland
$8.3M +$17K +71 +0.2%
TIMH
2009
Tilt Investment Management Holdings
New York
$8.3M +$8.3M +34,601 New
LA
2010
Legacy Advisors
Pennsylvania
$8.3M +$1.3M +5,427 +19%
BO
2011
Bank OZK
Arkansas
$8.29M -$255K -1,064 -3%
CT
2012
Columbia Trust
Oregon
$8.29M -$508K -2,116 -6%
AIA
2013
AIMZ Investment Advisors
California
$8.29M -$152K -632 -2%
RWB
2014
RMR Wealth Builders
New Jersey
$8.28M -$149K -621 -2%
TPA
2015
Trivium Point Advisory
Connecticut
$8.27M +$211K +879 +2%
CCM
2016
Copeland Capital Management
Pennsylvania
$8.23M -$692K -2,883 -8%
BWM
2017
BNC Wealth Management
Oregon
$8.23M -$67.9K -283 -0.8%
GAG
2018
GM Advisory Group
New York
$8.23M -$78.7K -328 -0.9%
UCMOK
2019
United Capital Management of KS
Kansas
$8.22M +$217K +905 +3%
CA
2020
Cornerstone Advisory
Maryland
$8.22M +$479K +1,997 +6%
SBL
2021
Sargent Bickham Lagudis
Colorado
$8.21M -$262K -1,093 -3%
GLA
2022
Great Lakes Advisors
Illinois
$8.2M -$11.9M -49,790 -14%
HBWM
2023
Hollow Brook Wealth Management
New York
$8.19M -$15.8K -66 -0.2%
JHCP
2024
Jackson Hole Capital Partners
Oklahoma
$8.18M +$39.1K +163 +0.5%
SFP
2025
Shepherd Financial Partners
Massachusetts
$8.18M +$127K +530 +2%
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