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Name Holding Trade Value Shares
Change 		Change in
Stake
LD
2001
Lipe & Dalton
New York
$2.51M -$6.9K -25 -0.3%
WCM
2002
Weaver Capital Management
Georgia
$2.51M -$6.9K -25 -0.3%
LA
2003
Legacy Advisors
Pennsylvania
$2.51M +$467K +1,692 +23%
PFA
2004
Peak Financial Advisors
Colorado
$2.5M +$2.48M +8,975 New
UB
2005
Umpqua Bank
Oregon
$2.5M +$2.47M +8,962 New
OTPPB
2006
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.5M +$2.47M +8,954 New
FFO
2007
Fiduciary Family Office
Florida
$2.5M -$42.8K -155 -2%
WAG
2008
Winthrop Advisory Group
Massachusetts
$2.49M +$22.1K +80 +0.9%
BCP
2009
Blackhawk Capital Partners
Wisconsin
$2.49M -$173K -625 -7%
HS
2010
HighVista Strategies
Massachusetts
$2.49M -$939K -3,400 -28%
RWP
2011
Revolve Wealth Partners
New Jersey
$2.49M +$67.4K +244 +3%
PBT
2012
Pictet Bank & Trust
Bahamas
$2.49M -$1.3M -4,691 -34%
CA
2013
Callahan Advisors
Texas
$2.48M +$22.6K +82 +0.9%
GA
2014
GoalVest Advisory
New York
$2.47M +$2.11M +7,649 +629%
LPT
2015
Legacy Private Trust
Wisconsin
$2.47M -$22.4K -81 -0.9%
TNAM
2016
Terra Nova Asset Management
New York
$2.47M +$14.9K +54 +0.6%
ACM
2017
AlphaStar Capital Management
North Carolina
$2.45M +$369K +1,335 +18%
JHCP
2018
Jackson Hole Capital Partners
Oklahoma
$2.45M +$273K +990 +13%
BWG
2019
Boomfish Wealth Group
Georgia
$2.45M -$112K -406 -4%
OC
2020
Oakworth Capital
Alabama
$2.44M -$34.5K -125 -1%
SQA
2021
Simon Quick Advisors
New Jersey
$2.44M +$589K +2,133 +32%
DRS
2022
Deane Retirement Strategies
Louisiana
$2.43M +$26.2K +95 +1%
CB
2023
CNB Bank
Pennsylvania
$2.43M +$62.7K +227 +3%
PP
2024
PDS Planning
Ohio
$2.43M +$74.5K +270 +3%
SP
2025
Stonebrook Private
Michigan
$2.42M +$198K +717 +9%
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