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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2001
Ransom Advisory
Rhode Island
$17.2M +$528K +1,251 +3%
APWM
2002
Argonautica Private Wealth Management
Massachusetts
$17.2M +$20.3K +48 +0.1%
EFG
2003
Everhart Financial Group
Ohio
$17.1M +$1.64M +3,872 +11%
FTIS
2004
First Trust Investment Solutions
Florida
$17.1M +$7.06M +16,708 +77%
RCM
2005
Ratan Capital Management
Florida
$17.1M +$2.53M +6,000 +19%
HA
2006
Herold Advisors
New York
$17.1M +$189K +448 +1%
JHCP
2007
Jackson Hole Capital Partners
Oklahoma
$17.1M -$852K -2,018 -5%
BMWM
2008
Brown Miller Wealth Management
Virginia
$17M +$130K +307 +0.8%
TIP
2009
Torray Investment Partners
Maryland
$17M -$1.14M -2,695 -7%
CICC
2010
Capital Investment Counsel (Colorado)
Colorado
$17M +$330K +781 +2%
AWE
2011
Avidian Wealth Enterprises
Texas
$17M +$1.68M +3,972 +12%
GSEP
2012
Golden State Equity Partners
California
$17M +$16.1M +38,021 New
HCM
2013
Heathbridge Capital Management
Ontario, Canada
$17M -$1.32M -3,125 -8%
ACM
2014
Avalon Capital Management
California
$17M +$1.89M +4,469 +13%
UOTTAIMCU
2015
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$16.9M -$269K -636 -2%
EGM
2016
Engineers Gate Manager
New York
$16.9M +$15.7M +37,227 +6,288%
AO
2017
Advisor OS
Illinois
$16.9M +$1.08M +2,549 +7%
MMPW
2018
Mitchell McLeod Pugh & Williams
Alabama
$16.9M +$109K +259 +0.7%
UCMOK
2019
United Capital Management of KS
Kansas
$16.8M +$234K +555 +1%
ERIC
2020
Eagle Rock Investment Company
Georgia
$16.8M +$1.85M +4,385 +13%
ACP
2021
Aviance Capital Partners
Florida
$16.8M +$245K +580 +2%
SLG
2022
Stanley-Laman Group
Pennsylvania
$16.8M +$232K +549 +1%
PCA
2023
Providence Capital Advisors
North Carolina
$16.8M +$12.2K +29 +0.1%
HIP
2024
Harrell Investment Partners
Texas
$16.8M -$662K -1,567 -4%
BIP
2025
Blueprint Investment Partners
North Carolina
$16.8M +$1.03M +2,439 +7%
79 80
81
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