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Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
2001
Formidable Asset Management
Ohio
– -$674K -4,862 Closed
ODCM
2002
Old Dominion Capital Management
Virginia
– -$573K -4,133 Closed
BA
2003
Bristol Advisors
Pennsylvania
– -$551K -3,975 Closed
ID
2004
Integral Derivatives
New York
– -$536K -3,689 Closed
CC
2005
Cadinha & Co
Hawaii
– -$468K -3,376 Closed
AFG
2006
Albion Financial Group
Utah
– -$402K -2,896 Closed
CTI
2007
Community Trust & Investment
Kentucky
– -$387K -2,795 Closed
KI
2008
Koch Industries
Kansas
– -$382K -2,751 Closed
GBBWRPM
2009
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$378K -2,732 Closed
CWP
2010
Capital Wealth Planning
Florida
– -$370K -2,665 Closed
FAT
2011
First American Trust
California
– -$326K -2,355 Closed
CIC
2012
Cutler Investment Counsel
Oregon
– -$314K -2,261 Closed
HPIA
2013
Hamilton Point Investment Advisors
North Carolina
– -$309K -2,231 Closed
TG
2014
TLP Group
Illinois
– -$307K -2,109 -100%
GAM
2015
Gould Asset Management
California
– -$290K -2,092 Closed
HCM
2016
Hollencrest Capital Management
California
– -$281K -2,030 Closed
SIA
2017
Starfire Investment Advisers
Michigan
– -$271K -1,957 Closed
CCM
2018
Consolidated Capital Management
California
– -$253K -1,826 Closed
VWM
2019
Valley Wealth Managers
New Jersey
– -$246K -1,772 Closed
ECM
2020
ETrade Capital Management
Virginia
– -$243K -1,747 Closed
JRP
2021
Jasper Ridge Partners
California
– -$232K -1,674 Closed
KB
2022
Kimelman & Baird
New York
– -$229K -1,653 Closed
CFSG
2023
Community Financial Services Group
Vermont
– -$223K -1,601 Closed
MWM
2024
Marietta Wealth Management
Georgia
– -$219K -1,577 Closed
SC
2025
Scholtz & Company
Connecticut
– -$218K -1,569 Closed
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