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Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
2001
Monterey Private Wealth
California
– -$268K -3,044 Closed
RCM
2002
Requisite Capital Management
Texas
– -$264K -3,000 Closed
WMC
2003
Westwood Management Corporation
Illinois
– -$264K -3,000 Closed
SFP
2004
Strategic Financial Partners
Oregon
– -$257K -2,924 Closed
MGWM
2005
Marks Group Wealth Management
Minnesota
– -$252K -2,864 Closed
HHGA
2006
Halbert Hargrove Global Advisors
California
– -$250K -2,847 Closed
PIP
2007
Peachtree Investment Partners
Florida
– -$250K -2,841 Closed
RHJA
2008
Rice Hall James & Associates
California
– -$250K -2,840 Closed
FFG
2009
Frisch Financial Group
New York
– -$249K -2,830 Closed
HCP
2010
Holt Capital Partners
Texas
– -$246K -2,800 Closed
ITIM
2011
Indiana Trust & Investment Management
Indiana
– -$245K -2,791 Closed
MFG
2012
Merit Financial Group
Georgia
– -$245K -2,789 Closed
WCM
2013
Wedge Capital Management
North Carolina
– -$245K -2,785 Closed
CSPIA
2014
Cary Street Partners Investment Advisory
Virginia
– -$240K -2,726 Closed
TFF
2015
The Family Firm
Maryland
– -$238K -2,701 Closed
FNBOO
2016
First National Bank of Omaha
Nebraska
– -$237K -2,698 Closed
CHA
2017
Cooper/Haims Advisors
New York
– -$237K -2,694 Closed
GFP
2018
Gryphon Financial Partners
Ohio
– -$235K -2,678 Closed
ESBC
2019
E.S. Barr & Co
Kentucky
– -$235K -2,677 Closed
MFW
2020
Mosaic Family Wealth
Missouri
– -$235K -2,674 Closed
CC
2021
Cedar Capital
Illinois
– -$235K -2,673 Closed
LCM
2022
Liberty Capital Management
Michigan
– -$234K -2,660 Closed
OWM
2023
Opes Wealth Management
California
– -$234K -2,658 Closed
CA
2024
Callahan Advisors
Texas
– -$233K -2,655 Closed
GIM
2025
Groesbeck Investment Management
New Jersey
– -$229K -2,610 Closed
79 80
81
82 83