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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2001
Disciplined Investors
Texas
$1.85M +$1.86M +2,000 New
HVIA
2002
Hudson Valley Investment Advisors
New York
$1.85M -$35.3K -38 -2%
AIMA
2003
Ables Iannone Moore & Associates
Georgia
$1.85M +$7.42K +8 +0.4%
AL
2004
Aspiriant LLC
California
$1.85M +$29.7K +32 +2%
UWPG
2005
Ullmann Wealth Partners Group
Florida
$1.84M +$62.2K +67 +3%
HBW
2006
Hazlett, Burt & Watson
West Virginia
$1.84M +$94.6K +102 +5%
KRSITF
2007
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.84M +$2.18M +2,347 +18%
DS
2008
DRW Securities
Illinois
$1.84M -$11.1K -12 -0.6%
IFPG
2009
Intrepid Financial Planning Group
Indiana
$1.84M -$161K -174 -8%
BF
2010
Baring Financial
Washington
$1.84M +$1.86M +2,004 New
AFG
2011
Allegheny Financial Group
Pennsylvania
$1.83M +$6.5K +7 +0.4%
IC
2012
Iconiq Capital
California
$1.83M +$856K +923 +86%
PWAM
2013
Pinnacle West Asset Management
Wyoming
$1.83M – – –
LA
2014
LVW Advisors
New York
$1.83M -$53.8K -58 -3%
CPBTD
2015
Central Pacific Bank - Trust Division
Hawaii
$1.83M -$4.64K -5 -0.3%
CPW
2016
Cove Private Wealth
New York
$1.83M +$756K +815 +69%
CAM
2017
Cidel Asset Management
Ontario, Canada
$1.83M -$106K -114 -5%
CG
2018
Corundum Group
Colorado
$1.83M +$582K +627 +46%
MSS
2019
Mitchell Sinkler & Starr
Pennsylvania
$1.82M -$617K -665 -25%
SFP
2020
Sandbox Financial Partners
Maryland
$1.82M +$125K +135 +7%
KOCAA
2021
Knights of Columbus Asset Advisors
Connecticut
$1.82M +$1.79M +1,925 +3,156%
KHCM
2022
Kirtland Hills Capital Management
Ohio
$1.82M +$20.4K +22 +1%
EWM
2023
EPG Wealth Management
Georgia
$1.82M -$296K -319 -14%
WFI
2024
West Family Investments
California
$1.81M -$23.2K -25 -1%
CB
2025
Centennial Bank
Arkansas
$1.81M – – –
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