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COP

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
2001
Summit Securities Group
New York
$172K -$137K -1,518 -45%
GEA
2002
Glen Eagle Advisors
New Jersey
$164K -$13.2K -146 -8%
MMG
2003
Monetary Management Group
Missouri
$159K -$44.8K -495 -23%
DE
2004
DV Equities
Illinois
$159K +$153K +1,697 New
BHWM
2005
Beaird Harris Wealth Management
Texas
$159K -$9.5K -105 -6%
BCM
2006
Boreal Capital Management
Florida
$156K -$49.8K -551 -25%
DF
2007
DecisionPoint Financial
Arizona
$156K +$58.4K +646 +64%
PB
2008
Pinnacle Bancorp
Nebraska
$155K – – –
PB
2009
Prosperity Bancshares
Texas
$155K +$150K +1,661 New
IRC
2010
Investors Research Corp
Georgia
$155K – – –
USB
2011
Union Savings Bank
Connecticut
$148K +$143K +1,585 New
TWD
2012
True Wealth Design
Ohio
$146K +$48.9K +541 +53%
IWM
2013
IMG Wealth Management
Florida
$146K +$6.96K +77 +5%
BCFD
2014
Boit C.F. David
$146K – – –
WIM
2015
Westside Investment Management
California
$146K +$3.98K +44 +3%
PP
2016
Pacifica Partners
Canada
$145K +$1.63K +18 +1%
CSC
2017
Caldwell Sutter Capital
California
$144K +$90 +1 +0.1%
VNA
2018
Valley National Advisers
Pennsylvania
$144K -$41.8K -462 -23%
AF
2019
Alerus Financial
North Dakota
$143K – – –
BGAI
2020
Bruce G. Allen Investments
Colorado
$142K +$12.4K +137 +10%
TFGT
2021
TS Financial Group (TSFG)
Illinois
$142K +$90 +1 +0.1%
TM
2022
Torren Management
California
$141K +$136K +1,503 New
BCM
2023
Blume Capital Management
California
$140K – – –
MFP
2024
Meramec Financial Planners
Missouri
$138K +$116K +1,285 New
TTIC
2025
Tower Trust & Investment Company
Iowa
$136K – – –
79 80
81
82 83