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Name Holding Trade Value Shares
Change 		Change in
Stake
WKA
2001
Wilson Kemp & Associates
Michigan
$377K – – –
VNB
2002
Valley National Bancorp
New York
$374K – – –
VIP
2003
Vantage Investment Partners
Missouri
$364K – – –
CIC
2004
Cornercap Investment Counsel
Georgia
$360K +$26.7K +1,256 +9%
ZTNA
2005
Zions Trust National Association
Utah
$359K -$32.8K -1,540 -9%
CG
2006
Colony Group
Massachusetts
$355K -$215K -10,124 -40%
CMP
2007
Courage Miller Partners
Virginia
$355K +$28.9K +1,360 +10%
MAA
2008
Matrix Asset Advisors
New York
$349K +$851 +40 +0.3%
ACS
2009
Archford Capital Strategies
Illinois
$348K -$2.89K -136 -0.9%
FGA
2010
Flood Gamble Associates
New York
$347K +$5.36K +252 +2%
HM
2011
Harvest Management
New York
$344K -$102K -4,800 -24%
CCM
2012
Carlson Capital Management
Minnesota
$343K -$67.9K -3,192 -18%
HIM
2013
Hillsdale Investment Management
Ontario, Canada
$343K -$7.75K -364 -2%
TCM
2014
Tran Capital Management
California
$338K -$17.9K -840 -5%
MCM
2015
Mitchell Capital Management
Kansas
$336K -$108K -5,096 -26%
PTC
2016
Provident Trust Company
Wisconsin
$336K – – –
QAM
2017
Quantres Asset Management
Cayman Islands
$335K -$230K -10,800 -43%
ACA
2018
Anchor Capital Advisors
Massachusetts
$332K +$4.77K +224 +2%
CMBA
2019
C.M. Bidwell & Associates
Hawaii
$331K +$303K +14,252 New
EM
2020
Excalibur Management
Massachusetts
$329K +$14.9K +700 +5%
OAM
2021
Oberweis Asset Management
Illinois
$328K – – –
SRC
2022
Stone Run Capital
New York
$327K -$30.1K -1,416 -9%
SAM
2023
Silphium Asset Management
United Kingdom
$325K +$298K +14,000 New
YMRC
2024
Yorktown Management & Research Company
Virginia
$325K – – –
OWP
2025
Obermeyer Wealth Partners
Colorado
$323K – – –
79 80
81
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