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Name Holding Trade Value Shares
Change 		Change in
Stake
FVCM
2001
F&V Capital Management
Florida
$971K -$74.1K -2,592 -7%
MC
2002
Miles Capital
Iowa
$970K -$40.8K -1,428 -4%
OAM
2003
Occidental Asset Management
California
$968K +$28K +980 +3%
FCCM
2004
First City Capital Management
Georgia
$961K +$26.4K +924 +3%
UONDDL
2005
University of Notre Dame du Lac
Indiana
$960K +$1.04M +36,492 New
NCM
2006
Newgate Capital Management
Connecticut
$959K – – –
RMC
2007
Regis Management Company
California
$959K +$472K +16,520 +83%
WCM
2008
Weik Capital Management
Pennsylvania
$951K -$8.57K -300 -0.8%
LFG
2009
LifePlan Financial Group
Ohio
$950K +$5.83K +204 +0.6%
HCIA
2010
Hochman Cole Investment Advisors
Illinois
$950K +$1.03M +36,088 New
FIG
2011
Fusion Investment Group
Pennsylvania
$949K +$23.5K +824 +2%
MGAM
2012
McGowan Group Asset Management
Texas
$948K -$43.7K -1,528 -4%
TWI
2013
Thomas White International
Illinois
$945K -$81.6K -2,856 -7%
TFA
2014
Toth Financial Advisory
Virginia
$944K +$590K +20,660 +136%
DRD
2015
Dennis R. Delaney
$944K +$1.03M +35,896 New
HHGA
2016
Halbert Hargrove Global Advisors
California
$942K +$155K +5,428 +18%
SWM
2017
Stockman Wealth Management
Montana
$937K +$24.1K +844 +2%
CFC
2018
Coyle Financial Counsel
Illinois
$937K +$1.02M +35,620 New
SLT
2019
St Louis Trust
Missouri
$929K +$1.01M +35,296 New
GAM
2020
Garrison Asset Management
Arkansas
$928K +$114 +4 +0%
SCP
2021
Syntal Capital Partners
Texas
$927K -$9.95K -348 -1%
PCMC
2022
Paragon Capital Management (Colorado)
Colorado
$922K – – –
MCC
2023
Malaga Cove Capital
California
$917K – – –
BL
2024
Balentine LLC
Georgia
$909K -$39.1K -1,368 -4%
JCP
2025
Jabre Capital Partners
Switzerland
$906K -$248K -8,680 -20%
79 80
81
82 83