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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2001
EverSource Wealth Advisors
Alabama
$10.1M +$536K +2,100 +6%
GCGDR
2002
Genoa Capital Gestora de Recursos
$10.1M -$3.61M -14,172 -29%
SQA
2003
Simon Quick Advisors
New Jersey
$10.1M +$1.59M +6,239 +22%
NWM
2004
NEIRG Wealth Management
Massachusetts
$10.1M -$75.8K -297 -0.8%
BCM
2005
Bornite Capital Management
New York
$10.1M -$23M -90,000 -72%
SDJVC
2006
St. Denis J. Villere & Co
Louisiana
$10.1M +$49.5K +194 +0.6%
CNBTD
2007
Citizens National Bank Trust Department
Mississippi
$10.1M -$295K -1,155 -3%
PVI
2008
Pine Valley Investments
New Jersey
$10.1M +$10.2M +40,145 New
NPT
2009
Nixon Peabody Trust
Massachusetts
$10.1M +$287K +1,125 +3%
AAMA
2010
Advanced Asset Management Advisors
Ohio
$10.1M +$5.1K +20 +0.1%
NAS
2011
Nicolet Advisory Services
Wisconsin
$10M +$2.89M +11,335 +49%
CA
2012
Cornerstone Advisory
Maryland
$10M +$142K +557 +2%
IIM
2013
Intact Investment Management
Quebec, Canada
$10M -$893K -3,500 -9%
BCA
2014
Bay Colony Advisors
Massachusetts
$10M -$484K -1,896 -5%
WCA
2015
Westover Capital Advisors
Delaware
$10M +$330K +1,292 +4%
RMAM
2016
Raab & Moskowitz Asset Management
New Jersey
$9.99M -$65K -255 -0.7%
LI
2017
Lafayette Investments
Maryland
$9.97M -$1.79K -7 -0%
TCOO
2018
Trust Company of Oklahoma
Oklahoma
$9.95M -$28.1K -110 -0.3%
GWANC
2019
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.95M +$489K +1,917 +6%
CCM
2020
Copeland Capital Management
Pennsylvania
$9.95M +$41.8K +164 +0.5%
OIM
2021
Orca Investment Management
Oregon
$9.95M -$43.9K -172 -0.5%
SWM
2022
Soundmark Wealth Management
Washington
$9.93M -$609K -2,386 -6%
GDP
2023
Great Diamond Partners
Maine
$9.93M -$185K -725 -2%
LPIC
2024
LeJeune Puetz Investment Counsel
Michigan
$9.92M -$70.1K -275 -0.8%
HCC
2025
Hirtle Callaghan & Co
Pennsylvania
$9.92M -$770K -3,020 -8%
79 80
81
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