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Name Holding Trade Value Shares
Change 		Change in
Stake
CTFG
2001
Capstone Triton Financial Group
Oklahoma
$12.1M -$196K -1,070 -1%
GU
2002
Georgetown University
District of Columbia
$12.1M +$17.2K +94 +0.1%
LCM
2003
Leisure Capital Management
California
$12M -$165K -902 -1%
FAG
2004
Fortitude Advisory Group
Washington
$12M +$117K +637 +0.9%
MWAM
2005
Manhattan West Asset Management
California
$12M +$721K +3,934 +6%
FMI
2006
F/M Investments
District of Columbia
$12M -$2M -10,903 -13%
MWP
2007
MYCIO Wealth Partners
Pennsylvania
$12M +$1.6M +8,716 +14%
LFA
2008
Legacy Financial Advisors
Kentucky
$12M +$247K +1,346 +2%
M2MC
2009
Matthew 25 Management Corp
Pennsylvania
$12M – – –
HHAA
2010
Henry H. Armstrong Associates
Pennsylvania
$12M +$2.57K +14 +0%
RWA
2011
Roberts Wealth Advisors
California
$12M +$117K +636 +1%
KCM
2012
KRS Capital Management
Michigan
$12M +$17.2K +94 +0.1%
OSNBOA
2013
Old Second National Bank of Aurora
Illinois
$12M -$421K -2,297 -3%
CFA
2014
Cahill Financial Advisors
Minnesota
$11.9M -$382K -2,083 -3%
LCM
2015
Lattice Capital Management
Washington
$11.9M +$6.91M +37,700 +118%
TIA
2016
Tiemann Investment Advisors
California
$11.9M -$454K -2,475 -3%
GSB
2017
Greenfield Savings Bank
Massachusetts
$11.9M -$100K -546 -0.8%
REMPR
2018
Roof Eidam Maycock Peralta (REMP)
California
$11.9M -$42.9K -234 -0.3%
MCM
2019
Monarch Capital Management
Indiana
$11.9M -$171K -933 -1%
SDAM
2020
Shulman DeMeo Asset Management
New York
$11.9M -$75.9K -414 -0.6%
GFPC
2021
Global Financial Private Client
Florida
$11.9M -$32.3K -176 -0.3%
FCA
2022
FLC Capital Advisors
California
$11.9M -$10.5K -57 -0.1%
CPC
2023
Consolidated Planning Corp
Georgia
$11.9M -$128K -697 -1%
CMS
2024
Capital Market Strategies
Florida
$11.9M -$275K -1,500 -2%
JWM
2025
Jupiter Wealth Management
Colorado
$11.9M +$461K +2,512 +4%
79 80
81
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