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Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2001
Monetta Financial Services
Illinois
$3.1M – – –
NL
2002
Navalign LLC
California
$3.09M -$750K -16,190 -21%
CCT
2003
Capital City Trust
Florida
$3.09M +$1.25M +26,930 +76%
CSIC
2004
Clifford Swan Investment Counsel
California
$3.09M -$91.8K -1,980 -3%
SCP
2005
Sivia Capital Partners
California
$3.09M +$2.89M +62,330 New
RBC
2006
Romano Brothers & Co
Illinois
$3.08M -$1.24M -26,860 -30%
DAM
2007
Derbend Asset Management
Georgia
$3.08M +$40.3K +870 +1%
DF
2008
Donoghue Forlines
Massachusetts
$3.08M -$3.71K -80 -0.1%
ACH
2009
ArrowMark Colorado Holdings
Colorado
$3.08M -$2.78M -60,000 -49%
ACS
2010
Archford Capital Strategies
Illinois
$3.08M -$1.04M -22,410 -26%
CWM
2011
Cabot Wealth Management
Massachusetts
$3.08M -$37.5K -810 -1%
EHWM
2012
Eads & Heald Wealth Management
Georgia
$3.08M -$24.1K -520 -0.8%
PIMG
2013
Patriot Investment Management Group
Tennessee
$3.07M -$481K -10,370 -14%
MWM
2014
MGB Wealth Management
Texas
$3.07M +$2.88M +62,040 New
NSB
2015
Norway Savings Bank
Maine
$3.07M -$70.4K -1,520 -2%
BWM
2016
BigSur Wealth Management
Florida
$3.05M – – –
RFWA
2017
RPg Family Wealth Advisory
Massachusetts
$3.05M +$114K +2,460 +4%
CPC
2018
Congress Park Capital
New York
$3.04M +$72.3K +1,560 +3%
WKSWA
2019
White Knight Strategic Wealth Advisors
New Jersey
$3.03M -$487K -10,500 -15%
CAL
2020
Capital Analysts LLC
Pennsylvania
$3.02M +$160K +3,460 +6%
RIM
2021
Rakuten Investment Management
Japan
$3.02M +$2.83M +61,080 New
CWM
2022
Circle Wealth Management
New Jersey
$3.02M +$24.6K +530 +0.9%
MA
2023
MCF Advisors
Kentucky
$3.01M +$134K +2,900 +5%
JWWM
2024
Johnson & White Wealth Management
Pennsylvania
$3.01M -$63K -1,360 -2%
ESB
2025
Essex Savings Bank
Connecticut
$3.01M +$430K +9,280 +18%
79 80
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