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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
2001
Valley National Advisers
Pennsylvania
$445K +$972 +8 +0.2%
LC
2002
Landaas & Company
Wisconsin
$442K – – –
CHP
2003
Cable Hill Partners
Oregon
$440K -$86.7K -714 -16%
CCM
2004
Carlson Capital Management
Minnesota
$438K +$30.7K +253 +7%
NP
2005
Ninepoint Partners
Ontario, Canada
$435K -$8.26K -68 -2%
LIM
2006
Loudon Investment Management
New Hampshire
$434K – – –
ACP
2007
Aviance Capital Partners
Florida
$433K -$12.1K -100 -3%
NBG
2008
Nancy B. Gardiner
$433K +$14.6K +120 +3%
KA
2009
KLCM Advisors
Wisconsin
$431K +$45.2K +372 +11%
PCM
2010
Pointe Capital Management
Michigan
$430K -$3.64K -30 -0.8%
HHGA
2011
Halbert Hargrove Global Advisors
California
$430K +$3.04K +25 +0.7%
RAM
2012
Roanoke Asset Management
New Jersey
$429K -$105K -866 -19%
SCA
2013
Sage Capital Advisors
South Dakota
$428K – – –
CCM
2014
Crabel Capital Management
California
$425K +$435K +3,580 New
ZF
2015
Zhang Financial
Michigan
$423K -$36.4K -300 -8%
HWMG
2016
Hurlow Wealth Management Group
Indiana
$423K -$9.72K -80 -2%
CIA
2017
Cascade Investment Advisors
Oregon
$421K +$267K +2,200 +163%
CIP
2018
Capital Insight Partners
Arizona
$420K +$430K +3,543 New
SIA
2019
Starfire Investment Advisers
Michigan
$418K – – –
BRC
2020
Bell Rock Capital
Delaware
$414K +$29.5K +243 +7%
CA
2021
Cornerstone Advisory
Maryland
$414K +$31K +255 +8%
AIM
2022
Advantage Investment Management
Iowa
$413K -$66.4K -547 -14%
IGGA
2023
Iron Gate Global Advisors
Utah
$413K +$179K +1,477 +74%
TC
2024
Truvestments Capital
Florida
$412K -$36.4K -300 -8%
WCG
2025
Weaver Consulting Group
California
$412K – – –
79 80
81
82 83