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Name Holding Trade Value Shares
Change 		Change in
Stake
TBNY
2001
Trustco Bank (New York)
New York
$1.69M -$33.3K -900 -2%
RT
2002
Rockland Trust
Massachusetts
$1.69M -$51.9K -1,404 -3%
CI
2003
Clal Insurance
Israel
$1.69M – – –
JWM
2004
Jacobus Wealth Management
Wisconsin
$1.68M +$88.7K +2,400 +5%
CGI
2005
Comgest Global Investors
France
$1.67M -$4.04M -109,200 -70%
FI
2006
FormulaFolio Investments
Michigan
$1.66M +$146K +3,936 +9%
SSA
2007
Schonfeld Strategic Advisors
New York
$1.66M +$335K +9,072 +25%
PFC
2008
Phocas Financial Corp
California
$1.66M -$433K -11,704 -20%
MF
2009
Magnetar Financial
Illinois
$1.64M +$1.69M +45,624 New
AIP
2010
Ahrens Investment Partners
Louisiana
$1.64M -$133K -3,608 -7%
HFM
2011
Hartford Financial Management
Connecticut
$1.63M +$186K +5,020 +12%
HI
2012
Hudock Inc
Pennsylvania
$1.63M +$56.9K +1,540 +4%
MCM
2013
Mork Capital Management
California
$1.61M – – –
YMRC
2014
Yorktown Management & Research Company
Virginia
$1.61M – – –
IDBONY
2015
Israel Discount Bank of New York
New York
$1.61M -$171K -4,620 -9%
FIM
2016
Fruth Investment Management
Texas
$1.6M – – –
SG
2017
Somerset Group
Minnesota
$1.59M – – –
B
2018
Bridgeworth
Alabama
$1.59M +$62.6K +1,692 +4%
BIM
2019
Beach Investment Management
Pennsylvania
$1.59M – – –
VDI
2020
Vaughan David Investments
Illinois
$1.58M +$67.7K +1,832 +4%
PWMAG
2021
Pinnacle Wealth Management Advisory Group
New Jersey
$1.58M +$185K +5,004 +13%
BWA
2022
BlueSky Wealth Advisors
North Carolina
$1.57M -$53.2K -1,440 -3%
KOCAA
2023
Knights of Columbus Asset Advisors
Connecticut
$1.56M -$451K -12,200 -22%
TIM
2024
Tortoise Investment Management
New York
$1.56M -$18.9K -512 -1%
DRD
2025
Dennis R. Delaney
$1.54M -$2.96K -80 -0.2%
79 80
81
82 83