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Name Holding Trade Value Shares
Change 		Change in
Stake
PAA
2001
Peregrine Asset Advisers
Oregon
$426K – – –
RBC
2002
Roble Belko & Company
Pennsylvania
$426K – – –
LIA
2003
LBMC Investment Advisors
Tennessee
$426K +$16.6K +140 +4%
MCM
2004
McRae Capital Management
New Jersey
$424K -$63.3K -535 -13%
CBTWT
2005
Community Bank & Trust (Waco, Texas)
Texas
$424K +$11.4K +96 +0.3%
TF
2006
TimeScale Financial
Massachusetts
$421K -$79.7K -674 -16%
SIAP
2007
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$418K +$237 +2 +0.1%
KA
2008
KLCM Advisors
Wisconsin
$418K +$85.9K +726 +27%
GIA
2009
Gladstone Institutional Advisory
Florida
$417K -$3.55K -30 -0.9%
JHCP
2010
Jackson Hole Capital Partners
Oklahoma
$417K – – –
ACM
2011
Armbruster Capital Management
New York
$416K +$36.4K +308 +10%
AC
2012
Addison Capital
Pennsylvania
$415K -$11.8K -100 -3%
CCB
2013
Cutter & Co Brokerage
Missouri
$415K +$33.5K +283 +9%
CP
2014
Camelot Portfolios
Ohio
$415K +$129K +1,089 +48%
GA
2015
Gateway Advisory
New Jersey
$413K -$118 -1 -0%
PFA
2016
Pettinga Financial Advisors
Indiana
$412K -$14.2K -120 -3%
FNC
2017
First National Corp
Massachusetts
$412K – – –
GWM
2018
GSB Wealth Management
Connecticut
$411K – – –
LIM
2019
Lathrop Investment Management
Arkansas
$410K – – –
SAM
2020
Security Asset Management
New York
$410K – – –
AFS
2021
Access Financial Services
Minnesota
$409K – – –
JF
2022
JSF Financial
California
$407K +$8.99K +76 +2%
EMG
2023
Ellington Management Group
Connecticut
$406K +$390K +3,300 New
WCG
2024
Weaver Consulting Group
California
$405K +$392K +3,314 New
SNBOSCI
2025
Security National Bank of Sioux City Iowa
Iowa
$404K -$10.6K -90 -3%
79 80
81
82 83