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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
2001
Crews Bank & Trust
Florida
$18.1M -$389K -1,495 -2%
APWM
2002
Argonautica Private Wealth Management
Massachusetts
$18.1M +$195K +749 +1%
MCG
2003
McCollum Christoferson Group
New York
$18.1M +$6.02M +23,113 +31%
IIA
2004
IPG Investment Advisors
California
$18.1M +$73.7K +283 +0.4%
SI
2005
Sava Infond
Slovenia
$18.1M -$4.77M -18,310 -20%
GAA
2006
Global Assets Advisory
Florida
$18M +$3.61M +13,861 +21%
MWM
2007
Mattern Wealth Management
Kansas
$18M -$290K -1,113 -2%
CFM
2008
Catalyst Funds Management
Australia
$18M +$1.2M +4,629 +7%
FZCM
2009
Flynn Zito Capital Management
New York
$18M -$696K -2,674 -4%
SC
2010
Settian Capital
New York
$18M – – –
MIC
2011
Meridian Investment Counsel
California
$18M +$26.8K +103 +0.1%
FGP
2012
Freestone Grove Partners
California
$18M +$18.4M +70,839 New
JDLA
2013
J. Derek Lewis & Associates
California
$18M +$303K +1,165 +2%
BONST
2014
Bank of Nova Scotia Trust
Ontario, Canada
$18M -$121K -464 -0.7%
AWA
2015
Argos Wealth Advisors
California
$18M -$296K -1,138 -2%
SCM
2016
Stonebridge Capital Management
California
$18M +$18.4M +70,738 New
VCM
2017
Versant Capital Management
Arizona
$17.9M +$3.56M +13,682 +24%
BB
2018
Berkshire Bank
Massachusetts
$17.9M -$1.1M -4,242 -6%
BWP
2019
Balboa Wealth Partners
Arizona
$17.9M +$244K +936 +1%
3IP
2020
3Chopt Investment Partners
Virginia
$17.9M +$978K +3,757 +6%
BIM
2021
Baldwin Investment Management
Pennsylvania
$17.9M +$162K +621 +0.9%
CIAS
2022
CFS Investment Advisory Services
New Jersey
$17.9M +$326K +1,254 +2%
BWM
2023
BNC Wealth Management
Oregon
$17.9M -$1.75M -6,723 -9%
HAM
2024
Harmony Asset Management
Arizona
$17.9M +$247K +950 +1%
A
2025
Argentarii
Ohio
$17.9M -$59.1K -227 -0.3%
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