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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
2001
Roble Belko & Company
Pennsylvania
$430K – – –
JF
2002
JSF Financial
California
$430K +$18.4K +152 +5%
PAA
2003
Peregrine Asset Advisers
Oregon
$429K -$1.57K -13 -0.4%
CCM
2004
Carlson Capital Management
Minnesota
$428K -$38.1K -315 -8%
MSA
2005
Marino Stram & Associates
Massachusetts
$425K -$9.19K -76 -2%
PFA
2006
Pettinga Financial Advisors
Indiana
$423K +$6.17K +51 +2%
PGA
2007
Portland Global Advisors
Maine
$419K +$29.5K +244 +8%
MCM
2008
McRae Capital Management
New Jersey
$417K -$10.6K -88 -3%
NCM
2009
Northwest Capital Management
Oregon
$416K -$230K -1,899 -36%
GWM
2010
GSB Wealth Management
Connecticut
$415K – – –
LIM
2011
Lathrop Investment Management
Arkansas
$415K – – –
GA
2012
Gateway Advisory
New Jersey
$414K -$2.9K -24 -0.7%
WCM
2013
Wisconsin Capital Management
Wisconsin
$413K +$71.3K +590 +22%
SSA
2014
Schonfeld Strategic Advisors
New York
$412K -$5.17M -42,790 -93%
WCG
2015
Weaver Consulting Group
California
$412K – – –
WFM
2016
Wolff Financial Management
Michigan
$410K +$17.7K +146 +5%
TFS
2017
TrustCore Financial Services
Tennessee
$409K +$69.6K +576 +21%
HC
2018
Hamilton Capital
Ohio
$409K +$397K +3,284 New
ACA
2019
Anchor Capital Advisors
Massachusetts
$408K -$23.1K -191 -6%
SNBOSCI
2020
Security National Bank of Sioux City Iowa
Iowa
$408K – – –
NFG
2021
Nations Financial Group
Iowa
$407K -$111K -916 -22%
BHWM
2022
Bay Harbor Wealth Management
Maryland
$407K -$26.5K -219 -6%
ACM
2023
Armbruster Capital Management
New York
$407K -$12.1K -100 -3%
HJGA
2024
Hardman Johnston Global Advisors
Connecticut
$407K – – –
PWM
2025
Paulson Wealth Management
Illinois
$406K +$7.86K +65 +2%
79 80
81
82 83