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Name Holding Trade Value Shares
Change
Change in
Stake
SFI
2001
SPC Financial Inc
Maryland
$380K +$143K +5,828 +63%
FNBSF
2002
First National Bank Sioux Falls
South Dakota
$374K +$51K +2,080 +16%
HIM
2003
Hillsdale Investment Management
Ontario, Canada
$372K
AT
2004
Acadia Trust
Maine
$372K +$51.8K +2,112 +17%
ACS
2005
Archford Capital Strategies
Illinois
$371K -$6.58K -268 -2%
ST
2006
SpiderRock Trading
Illinois
$370K
PTC
2007
Provident Trust Company
Wisconsin
$365K
RC
2008
Reik & Co
New York
$364K -$143K -5,840 -29%
BC
2009
Barnett & Company
Tennessee
$362K -$58.9K -2,400 -14%
EM
2010
Excalibur Management
Massachusetts
$361K +$4.42K +180 +1%
BGDI
2011
BW Gestao de Investimentos
Brazil
$360K -$61.2K -2,492 -15%
SRC
2012
Stone Run Capital
New York
$357K +$2.36K +96 +0.7%
OAM
2013
Oberweis Asset Management
Illinois
$354K -$1.67K -68 -0.5%
PIM
2014
Perkins Investment Management
Illinois
$353K -$68.7K -2,800 -17%
HM
2015
Harvest Management
New York
$353K -$19.6K -800 -5%
CMBA
2016
C.M. Bidwell & Associates
Hawaii
$353K -$6.18K -252 -2%
MFO
2017
Marcuard Family Office
Switzerland
$351K
OWP
2018
Obermeyer Wealth Partners
Colorado
$350K +$196 +8 +0.1%
CIC
2019
Chilton Investment Company
Connecticut
$348K +$339K +13,808 New
LSC
2020
Lesa Sroufe & Co
Washington
$346K +$56.1K +2,284 +20%
CAL
2021
Capital Analysts LLC
Pennsylvania
$346K -$80.7K -3,288 -19%
NC
2022
NewSquare Capital
Pennsylvania
$345K +$24.5K +1,000 +8%
QC
2023
QCM Cayman
Texas
$341K +$332K +13,520 New
FM
2024
Forward Management
California
$339K -$66.3K -2,700 -13%
LFR
2025
Lehman Financial Resources
Pennsylvania
$339K +$43.5K +1,772 +15%