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Name Holding Trade Value Shares
Change 		Change in
Stake
ATIA
2001
American Trust Investment Advisors
New Hampshire
$259K – – –
TCM
2002
Teza Capital Management
Illinois
$259K +$249K +1,712 New
MCM
2003
Mitchell Capital Management
Kansas
$258K +$726 +5 +0.3%
OWM
2004
Orgel Wealth Management
Wisconsin
$257K -$5.23K -36 -2%
IAM
2005
Integre Asset Management
New York
$256K – – –
FBFS
2006
First Business Financial Services
Wisconsin
$256K +$246K +1,691 New
LWM
2007
LBA Wealth Management
Florida
$255K +$23.5K +162 +11%
WFWM
2008
Wechter Feldman Wealth Management
New Jersey
$255K +$245K +1,685 New
FNBOMD
2009
First National Bank of Mount Dora
Florida
$254K -$91.9K -633 -27%
GCIA
2010
Gabelli & Co Investment Advisers
New York
$253K – – –
WA
2011
Winfield Associates
Ohio
$253K +$31.7K +218 +15%
CCA
2012
Conestoga Capital Advisors
Pennsylvania
$251K – – –
FSCM
2013
Front Street Capital Management
Montana
$247K – – –
ACM
2014
AUA Capital Management
Pennsylvania
$247K +$236K +1,627 New
DWM
2015
Dakota Wealth Management
Florida
$245K +$1.89K +13 +0.8%
SI
2016
Scout Investments
Missouri
$242K – – –
PCFFS
2017
Pacific Center for Financial Services
California
$241K +$231K +1,589 New
DLHL
2018
Donald L. Hagan LLC
Florida
$240K – – –
IG
2019
Ithaka Group
Virginia
$237K – – –
CIC
2020
Cornercap Investment Counsel
Georgia
$237K +$3.34K +23 +1%
SAM
2021
Shikiar Asset Management
New York
$237K +$227K +1,565 New
SFS
2022
Summit Financial Strategies
Ohio
$236K +$9.73K +67 +4%
B
2023
Brightworth
Georgia
$236K +$226K +1,559 New
RT
2024
Reliance Trust
Georgia
$235K -$46.6K -321 -17%
KSA
2025
Ken Stern & Associates
California
$235K +$225K +1,550 New
79 80
81
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