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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
2001
First National Bank & Trust Co of Newtown
Pennsylvania
$489K -$11K -200 -2%
FHC
2002
First Heartland Consultants
Missouri
$484K +$98.2K +1,778 +25%
SP
2003
Successful Portfolios
Florida
$483K -$26K -471 -5%
FPB
2004
First PREMIER Bank
South Dakota
$482K -$21K -380 -4%
CS
2005
Cannell & Spears
New York
$482K – – –
PA
2006
Parkside Advisors
California
$482K +$57.7K +1,045 +13%
SC
2007
SRB Corp
Massachusetts
$480K -$308K -5,573 -39%
DDPIC
2008
Deroy & Devereaux Private Investment Counsel
Michigan
$480K -$5.52K -100 -1%
DI
2009
DFPG Investments
Utah
$479K -$62.8K -1,137 -12%
BOE
2010
Bank of Edwardsville
Illinois
$479K -$44.3K -803 -8%
DA
2011
Dillon & Associates
Michigan
$478K – – –
PIMG
2012
Patriot Investment Management Group
Tennessee
$477K -$31.9K -578 -6%
SCM
2013
Sandler Capital Management
New York
$476K -$11.3M -205,220 -96%
VFPI
2014
Vantage Financial Partners (Illinois)
Illinois
$474K -$536K -9,700 -53%
ABP
2015
Arthur B. Page
$474K -$13.8K -250 -3%
MMG
2016
Monetary Management Group
Missouri
$471K +$8.28K +150 +2%
TFS
2017
TrustCore Financial Services
Tennessee
$462K +$133K +2,412 +40%
MFS
2018
Madrona Financial Services
Washington
$460K -$16.6K -300 -3%
AIA
2019
Arbor Investment Advisors
North Carolina
$460K +$27.9K +506 +6%
SIA
2020
Strategic Investment Advisors
Michigan
$459K +$45.5K +824 +11%
FEM
2021
Fulcrum Equity Management
Texas
$458K -$218K -3,944 -31%
BCM
2022
Brown Capital Management
Maryland
$457K – – –
GD
2023
Grandfield & Dodd
New York
$456K +$773 +14 +0.2%
CAC
2024
Certified Advisory Corp
Florida
$456K +$4.42K +80 +1%
GAM
2025
GQ Asset Management
New York
$456K +$460K +8,329 New
79 80
81
82 83