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Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
2001
Silvia McColl Wealth Management
California
$543K +$23.8K +550 +5%
GPA
2002
Garrison Point Advisors
California
$543K +$476 +11 +0.1%
RIS
2003
Richmond Investment Services
Wisconsin
$542K +$294K +6,788 +118%
SIM
2004
Sentry Investment Management
Wisconsin
$541K -$34.4K -795 -6%
CS
2005
Capital Square
Tennessee
$540K -$51K -1,178 -8%
BFG
2006
Birch Financial Group
New Hampshire
$540K +$209K +4,817 +63%
PB
2007
Pinnacle Bancorp
Nebraska
$540K -$39K -900 -7%
RC
2008
Reik & Co
New York
$539K – – –
OFS
2009
OMC Financial Services
New York
$539K -$17.3K -400 -3%
MSE
2010
MUFG Securities EMEA
United Kingdom
$539K +$539K +12,458 New
TBNY
2011
Trustco Bank (New York)
New York
$536K -$31.2K -720 -5%
OFS
2012
Orrstown Financial Services
Pennsylvania
$536K +$118K +2,716 +28%
MM
2013
MQS Management
New York
$536K +$536K +12,377 New
MQWP
2014
Morey & Quinn Wealth Partners
Nebraska
$535K +$43 +1 +0%
RPC
2015
Rossmore Private Capital
Connecticut
$533K +$41.6K +960 +8%
RSWM
2016
Robertson Stephens Wealth Management
California
$533K +$55.8K +1,288 +12%
AF
2017
Arrow Financial
New York
$532K +$25.2K +583 +5%
KIA
2018
Kraematon Investment Advisors
Massachusetts
$532K -$42.7K -987 -7%
WA
2019
Wealth Architects
California
$531K -$10.3K -239 -2%
AAM
2020
Augustine Asset Management
Florida
$531K -$3.59K -83 -0.7%
CLA
2021
Carnegie Lake Advisors
New Jersey
$530K -$379K -8,760 -42%
TT
2022
TI-Trust
Illinois
$530K – – –
CPA
2023
Court Place Advisors
Maryland
$528K +$1.13K +26 +0.2%
RIA
2024
Realta Investment Advisors
Delaware
$528K -$116K -2,676 -18%
CIM
2025
CIM Investment Management
Pennsylvania
$527K -$2.25K -52 -0.4%
79 80
81
82 83