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Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
2001
United Asset Strategies
New York
$269K -$736K -54,960 -73%
PAM
2002
Pegasus Asset Management
New York
$269K – – –
FMBTD
2003
First Midwest Bank Trust Division
Illinois
$269K +$2.14K +160 +0.8%
VNA
2004
Valley National Advisers
Pennsylvania
$267K – – –
VC
2005
Veracity Capital
Georgia
$267K +$48.7K +3,640 +22%
HWM
2006
Hemington Wealth Management
Virginia
$267K +$274K +20,440 New
AA
2007
ALPS Advisors
Colorado
$266K -$2M -149,480 -88%
AR
2008
Advisory Research
Illinois
$266K -$19.8K -1,480 -7%
LNB
2009
Ledyard National Bank
$265K – – –
LFG
2010
Larson Financial Group
Missouri
$263K +$9.1K +680 +3%
MAG
2011
MRA Advisory Group
New Jersey
$263K +$270K +20,160 New
GFPC
2012
Global Financial Private Client
Florida
$262K +$4.28K +320 +2%
ACG
2013
Allen Capital Group
Nebraska
$262K -$60K -4,480 -18%
CGA
2014
Crescent Grove Advisors
Illinois
$262K – – –
AWM
2015
Atticus Wealth Management
Florida
$262K +$62.1K +4,640 +30%
AA
2016
AQR Arbitrage
Connecticut
$262K +$269K +20,120 New
CYG
2017
Clean Yield Group
Vermont
$261K -$1.61K -120 -0.6%
CFC
2018
Coyle Financial Counsel
Illinois
$261K – – –
NB
2019
Northwest Bancshares
Pennsylvania
$261K – – –
PBF
2020
Petix & Botte Financial
California
$261K – – –
GSBTD
2021
Glenview State Bank Trust Department
Illinois
$261K +$26.8K +2,000 +11%
RFP
2022
Roth Financial Partners
Texas
$261K +$268K +20,000 New
GWM
2023
GSB Wealth Management
Connecticut
$259K – – –
SB
2024
Sunflower Bank
Texas
$258K +$265K +19,800 New
CNBT
2025
Cornerstone National Bank & Trust
Illinois
$257K – – –
79 80
81
82 83