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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
2001
Hartford Financial Management
Connecticut
$8.06M +$3.12M +24,613 +49%
SAM
2002
Stansberry Asset Management
Texas
$8.06M +$916K +7,226 +11%
MCWS
2003
McKinley Carter Wealth Services
West Virginia
$8.04M +$273K +2,152 +3%
TWM
2004
TriaGen Wealth Management
California
$8.04M -$3.51M -27,683 -27%
HIA
2005
Harbor Investment Advisory
Maryland
$8.04M +$237K +1,872 +3%
VWM
2006
VCI Wealth Management
Missouri
$8.04M +$120K +947 +1%
DCM
2007
Donaldson Capital Management
Indiana
$8.03M +$673K +5,310 +8%
CAM
2008
Carret Asset Management
New York
$8.03M +$233K +1,841 +3%
SCP
2009
Sivia Capital Partners
California
$8.02M -$339K -2,676 -3%
KFBMI
2010
Kentucky Farm Bureau Mutual Insurance
Kentucky
$8.02M – – –
RCA
2011
Roberts Capital Advisors
Colorado
$8M +$1.26M +9,970 +16%
FIM
2012
FWL Investment Management
Texas
$7.98M +$1.11M +8,729 +13%
EAM
2013
Evanson Asset Management
California
$7.96M +$2.83M +22,292 +44%
SSWM
2014
Strait & Sound Wealth Management
California
$7.95M +$427K +3,371 +5%
CF
2015
Convergence Financial
Missouri
$7.94M -$262K -2,069 -3%
JHC
2016
J. Hagan Capital
Kentucky
$7.93M +$7.49M +59,084 New
PFM
2017
Privium Fund Management
Netherlands
$7.93M – – –
DRD
2018
Dennis R. Delaney
$7.93M -$255K -2,010 -3%
ET
2019
Entropy Technologies
New York
$7.89M -$2.49M -19,614 -21%
KAS
2020
KPP Advisory Services
Kentucky
$7.88M +$3.75M +29,620 +69%
RFWA
2021
RPg Family Wealth Advisory
Massachusetts
$7.85M +$18.1K +143 +0.2%
ZI
2022
ZEGA Investments
Florida
$7.85M -$402K -3,172 -4%
AA
2023
ALPS Advisors
Colorado
$7.84M +$117K +927 +1%
MCA
2024
Martin Capital Advisors
Texas
$7.83M -$61.3K -484 -0.7%
1SB
2025
1ST Source Bank
Indiana
$7.82M -$1.13M -8,924 -11%
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