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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
2001
Sterling Investment Management
Arizona
$2.22M +$2.21M +22,800 New
LAIC
2002
Lederer & Associates Investment Counsel
California
$2.21M +$2.2M +22,680 New
FPCP
2003
Fort Point Capital Partners
California
$2.21M -$1.2M -12,380 -35%
IPGDR
2004
Investidor Profissional Gestao de Recursos
Brazil
$2.2M -$12.5M -129,200 -85%
CP
2005
Covenant Partners
Tennessee
$2.2M +$73.6K +760 +3%
ACM
2006
AUA Capital Management
Pennsylvania
$2.2M +$103K +1,060 +5%
LP
2007
LGL Partners
Pennsylvania
$2.19M +$106K +1,100 +5%
AIM
2008
Axiom Investment Management
New York
$2.18M +$323K +3,340 +17%
PCA
2009
Private Capital Advisors
Connecticut
$2.18M +$46.5K +480 +2%
MWM
2010
Mattern Wealth Management
Kansas
$2.18M +$54.2K +560 +3%
BAM
2011
Brave Asset Management
New Jersey
$2.17M +$1.1M +11,380 +104%
OIS
2012
Okabena Investment Services
Minnesota
$2.17M -$1.09M -11,240 -34%
PIM
2013
Parker Investment Management
California
$2.17M +$73.6K +760 +4%
FMC
2014
First Merchants Corp
Indiana
$2.17M +$250K +2,580 +13%
CAM
2015
Cubic Asset Management
Massachusetts
$2.16M +$2.15M +22,180 New
JSMC
2016
Jess S. Morgan & Co
California
$2.15M +$2.14M +22,060 New
TU
2017
TDAM USA
Ontario, Canada
$2.15M +$540K +5,580 +34%
RCA
2018
Resonant Capital Advisors
Wisconsin
$2.15M +$1.35M +13,960 +174%
AIS
2019
AlphaOne Investment Services
Pennsylvania
$2.15M +$2.13M +22,000 New
PIMG
2020
Patriot Investment Management Group
Tennessee
$2.14M -$323K -3,340 -13%
PO
2021
Private Ocean
California
$2.13M +$317K +3,280 +18%
GPA
2022
Garrison Point Advisors
California
$2.13M -$54.2K -560 -2%
FWM
2023
Foresight Wealth Management
Utah
$2.13M +$132K +1,360 +7%
NGA
2024
Naples Global Advisors
Florida
$2.12M +$7.74K +80 +0.4%
FNBOH
2025
First National Bank of Hutchinson
Kansas
$2.12M +$27.1K +280 +1%