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Name Holding Trade Value Shares
Change 		Change in
Stake
LNWTC
2001
Laird Norton Wetherby Trust Company
Washington
$540K -$205K -4,731 -28%
NEWAS
2002
N.E.W. Advisory Services
Wisconsin
$539K +$43.5K +1,004 +9%
EW
2003
Elyxium Wealth
California
$539K -$199K -4,599 -27%
TT
2004
TI-Trust
Illinois
$538K – – –
RFA
2005
Register Financial Advisors
Georgia
$538K +$57.4K +1,327 +12%
CLA
2006
Carnegie Lake Advisors
New Jersey
$538K – – –
FFB
2007
First Financial Bankshares
Texas
$536K +$204K +4,702 +63%
AGWCA
2008
Annis Gardner Whiting Capital Advisors
Florida
$536K +$55.4K +1,279 +12%
OP
2009
Oslo Pensjonsforsikring
$535K -$94.5K -2,183 -15%
FNBOMD
2010
First National Bank of Mount Dora
Florida
$533K -$249K -5,757 -32%
CCA
2011
Childress Capital Advisors
Texas
$532K +$59K +1,364 +13%
RRA
2012
Round Rock Advisors
Connecticut
$530K +$284K +6,555 +119%
CIM
2013
CIM Investment Management
Pennsylvania
$530K -$5.15K -119 -1%
FFWA
2014
FRG Family Wealth Advisors
Washington
$529K -$107K -2,475 -17%
AIA
2015
AssuredPartners Investment Advisors
Florida
$528K +$4.11K +95 +0.8%
CA
2016
Cresta Advisors
Texas
$528K – – –
LC
2017
LCNB Corp
Ohio
$528K -$29.1K -672 -5%
BBW
2018
Blue Barn Wealth
Utah
$528K +$1.6K +37 +0.3%
QFA
2019
Quantum Financial Advisors
California
$527K – – –
GAM
2020
Grandview Asset Management
Pennsylvania
$526K -$35.5K -820 -6%
MAMG
2021
Milestone Asset Management Group
Connecticut
$526K +$693 +16 +0.1%
NAMP
2022
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$526K – – –
HBT
2023
Heartland Bank & Trust
Illinois
$525K +$151K +3,495 +41%
SSC
2024
Syverson Strege & Co
Iowa
$525K -$75.2K -1,738 -13%
KIA
2025
Kraematon Investment Advisors
Massachusetts
$523K -$17.2K -397 -3%
79 80
81
82 83