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Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
2001
Pacific Sun Financial
California
– -$253K -6,750 Closed
RI
2002
Ridgewood Investments
New Jersey
– -$252K -6,740 Closed
FI
2003
Financial Insights
Washington
– -$252K -6,720 Closed
CIP
2004
Convergence Investment Partners
Florida
– -$250K -6,670 Closed
NGA
2005
Naples Global Advisors
Florida
– -$249K -6,660 Closed
ISL
2006
Ingalls & Snyder LLC
New York
– -$248K -6,620 Closed
CAI
2007
Capital Advisors Inc
Oklahoma
– -$248K -6,610 Closed
IF
2008
Insight Folios
North Carolina
– -$247K -6,590 Closed
TC
2009
Telemus Capital
Michigan
– -$247K -6,590 Closed
KBFS
2010
Kohmann Bosshard Financial Services
Ohio
– -$246K -6,570 Closed
GP
2011
Girard Partners
Pennsylvania
– -$245K -6,560 Closed
BFM
2012
Boston Financial Management
Massachusetts
– -$245K -6,550 Closed
AFM
2013
Abbot Financial Management
Massachusetts
– -$244K -6,520 Closed
NS
2014
Newman & Schimel
Illinois
– -$244K -6,520 Closed
RIM
2015
Redwood Investment Management
Arizona
– -$243K -6,500 Closed
CCM
2016
Carlson Capital Management
Minnesota
– -$243K -6,480 Closed
KIA
2017
KCM Investment Advisors
California
– -$243K -6,480 Closed
TCOT
2018
Trust Company of Toledo
Ohio
– -$242K -6,470 Closed
BWFA
2019
Baltimore-Washington Financial Advisors
Maryland
– -$328K -6,430 Closed
BCM
2020
Bienville Capital Management
New York
– -$241K -6,430 Closed
JAFL
2021
Jay A. Fishman Ltd
Michigan
– -$241K -6,430 Closed
AG
2022
Ascent Group
Virginia
– -$240K -6,420 Closed
MPW
2023
MA Private Wealth
California
– -$239K -6,390 Closed
DIP
2024
DT Investment Partners
Pennsylvania
– -$238K -6,360 Closed
HIF
2025
Hill Island Financial
Michigan
– -$238K -6,350 Closed
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81
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