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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2001
Springowl Associates
New York
$860K +$895K +36,000 New
TFCM
2002
Taylor Frigon Capital Management
Arizona
$859K +$25.8K +1,040 +3%
DGI
2003
Disciplined Growth Investors
Minnesota
$858K +$41.2K +1,656 +5%
PCMC
2004
Paragon Capital Management (Colorado)
Colorado
$852K +$32.6K +1,312 +4%
AR
2005
Advisory Research
Illinois
$848K +$696 +28 +0.1%
SCP
2006
Syntal Capital Partners
Texas
$839K -$3.08K -124 -0.4%
AHB
2007
Abner Herrman & Brock
New Jersey
$834K -$81.2K -3,268 -9%
IIC
2008
Integrated Investment Consultants
Michigan
$832K +$3.38K +136 +0.4%
SMG
2009
Spectrum Management Group
Indiana
$830K +$9.84K +396 +1%
HPWM
2010
Highland Private Wealth Management
Washington
$830K +$76.3K +3,072 +10%
GAM
2011
Garrison Asset Management
Arkansas
$825K -$22.8K -916 -3%
DLHL
2012
Donald L. Hagan LLC
Florida
$825K +$176K +7,080 +26%
CCM
2013
Colorado Capital Management
Colorado
$824K -$29.1K -1,172 -3%
APSP
2014
Asset Planning Services (Pennsylvania)
Pennsylvania
$823K +$37.6K +1,512 +5%
NBG
2015
Nancy B. Gardiner
$823K +$190K +7,660 +29%
MVP
2016
Miller Value Partners
Florida
$820K -$39.5M -1,589,800 -98%
KWMG
2017
King Wealth Management Group
Florida
$813K -$66.6K -2,680 -7%
VA
2018
Valmark Advisers
Ohio
$811K +$69.2K +2,784 +9%
NP
2019
NorthRock Partners
Minnesota
$809K +$31.2K +1,256 +4%
GCM
2020
Glynn Capital Management
California
$803K -$135K -5,440 -14%
BWA
2021
Burt Wealth Advisors
Maryland
$783K -$3.88K -156 -0.5%
SLT
2022
St Louis Trust
Missouri
$774K -$514K -20,680 -39%
MFIMFI
2023
Mesirow Financial Investment Management - Fixed Income
Illinois
$772K -$609K -24,488 -43%
GAM
2024
Gemmer Asset Management
California
$771K -$62.3K -2,508 -7%
PP
2025
Peconic Partners
New York
$770K – – –
79 80
81
82 83