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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2001
Capula Management
Cayman Islands
$1.16M +$1.24M +3,842 New
AAM
2002
AMI Asset Management
California
$1.16M -$3.86K -12 -0.3%
FPCG
2003
Fort Pitt Capital Group
Pennsylvania
$1.16M +$74K +230 +6%
GAB
2004
German American Bancorp
Indiana
$1.16M +$30.2K +94 +3%
RCA
2005
Ranch Capital Advisors
Florida
$1.16M -$81K -252 -6%
CGPCS
2006
Capital Group Private Client Services
California
$1.16M -$25.4K -79 -2%
HIA
2007
Harvest Investment Advisors
Florida
$1.15M +$9.65K +30 +0.8%
AWA
2008
Acorn Wealth Advisors
Michigan
$1.15M -$63.7K -198 -5%
AIA
2009
Alera Investment Advisors
Illinois
$1.15M -$23.2K -72 -2%
PWM
2010
Paulson Wealth Management
Illinois
$1.15M -$5.47K -17 -0.4%
SI
2011
Scharf Investments
California
$1.14M +$16.7K +52 +1%
LC
2012
Lincoln Capital
Nebraska
$1.14M -$322 -1 -0%
NA
2013
Navellier & Associates
Nevada
$1.14M +$141K +439 +13%
UBG
2014
United Bank (Georgia)
Georgia
$1.14M -$34.7K -108 -3%
P
2015
&Partners
Tennessee
$1.14M +$8.04K +25 +0.7%
CANC
2016
Culbertson A N & Co
Virginia
$1.14M – – –
SGI
2017
Summit Global Investments
Utah
$1.13M +$169K +524 +16%
CRCM
2018
Crystal Rock Capital Management
Illinois
$1.13M – – –
APA
2019
Astoria Portfolio Advisors
New York
$1.13M -$178K -555 -12%
OFG
2020
OmniStar Financial Group
North Carolina
$1.13M +$7.08K +22 +0.6%
RFA
2021
Register Financial Advisors
Georgia
$1.13M -$190K -591 -14%
AAG
2022
Armstrong Advisory Group
Massachusetts
$1.12M -$11.9K -37 -1%
BCM
2023
BluePath Capital Management
Georgia
$1.12M +$1.19M +3,705 New
FCM
2024
Fairbanks Capital Management
California
$1.12M -$59.8K -186 -5%
AT
2025
Arden Trust
Delaware
$1.12M -$37.9K -118 -3%
79 80
81
82 83