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Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
2001
Peoples Bank (Ohio)
Ohio
$1.19M +$18.4K +53 +1%
AIA
2002
Alera Investment Advisors
Illinois
$1.19M +$1.38M +3,987 New
SCA
2003
STALEY CAPITAL ADVISERS
Pennsylvania
$1.19M – – –
HCP
2004
Hexagon Capital Partners
Arkansas
$1.19M +$60K +173 +5%
PP
2005
Patron Partners
Texas
$1.19M -$27.1K -78 -2%
PIA
2006
Pinion Investment Advisors
Kansas
$1.19M -$17K -49 -1%
HCP
2007
Holt Capital Partners
Texas
$1.18M – – –
FNWM
2008
Financial Network Wealth Management
Utah
$1.18M -$26K -75 -2%
SCM
2009
Salem Capital Management
Massachusetts
$1.18M +$52K +150 +4%
SDIC
2010
South Dakota Investment Council
South Dakota
$1.18M -$111K -320 -8%
SDAM
2011
Shulman DeMeo Asset Management
New York
$1.18M +$8.67K +25 +0.6%
WPC
2012
Wedmont Private Capital
Pennsylvania
$1.18M +$113K +326 +9%
DI
2013
Diligent Investors
California
$1.18M -$36.8K -106 -3%
CI
2014
Cavalier Investments
Georgia
$1.17M -$230K -663 -14%
AC
2015
Apella Capital
Connecticut
$1.17M +$71.5K +206 +6%
HCM
2016
Hollencrest Capital Management
California
$1.17M +$24.6K +71 +2%
COF
2017
Capital One Financial
Virginia
$1.17M -$866K -2,497 -39%
CWM
2018
Chemistry Wealth Management
New York
$1.17M -$645K -1,860 -32%
DA
2019
Doliver Advisors
Texas
$1.17M +$427K +1,232 +46%
FFBTD
2020
First Financial Bank - Trust Division
Ohio
$1.17M +$4.16K +12 +0.3%
OQS
2021
Occudo Quantitative Strategies
Florida
$1.17M +$1.35M +3,902 New
LC
2022
Lincoln Capital
Nebraska
$1.17M -$26.4K -76 -2%
NIMI
2023
Natixis Investment Managers International
France
$1.17M +$1.35M +3,897 New
CWA
2024
Canvas Wealth Advisors
Kansas
$1.16M +$23.2K +67 +2%
AF
2025
Aldebaran Financial
$1.16M +$52K +150 +4%
79 80
81
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