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Name Holding Trade Value Shares
Change
Change in
Stake
CBTWT
2001
Community Bank & Trust (Waco, Texas)
Texas
$520K +$131K +378 +35%
MPI
2002
Mairs & Power Inc
Minnesota
$517K
GAG
2003
GM Advisory Group
New York
$515K +$4.15K +12 +0.8%
ST
2004
Sentinel Trust
Texas
$515K +$495K +1,432 New
CL
2005
CPWM LLC
Washington
$514K
LSA
2006
Lion Street Advisors
Texas
$514K +$30.8K +89 +7%
AIC
2007
Argus Investors Counsel
New York
$514K +$57.8K +167 +13%
VC
2008
Vicus Capital
Pennsylvania
$514K +$418K +1,209 New
AT
2009
Arvest Trust
Oklahoma
$513K +$494K +1,428 New
WFMPM
2010
Woodley Farra Manion Portfolio Management
Indiana
$512K +$197K +571 +67%
TCM
2011
Tanaka Capital Management
New York
$511K -$128K -370 -21%
BPWM
2012
Badgley Phelps Wealth Managers
Washington
$509K -$13.8K -40 -3%
GIP
2013
Granite Investment Partners
California
$508K +$1.04K +3 +0.2%
CWC
2014
Carolinas Wealth Consulting
North Carolina
$508K +$119K +345 +32%
RMAM
2015
Raab & Moskowitz Asset Management
New Jersey
$507K +$5.19K +15 +1%
CPA
2016
Cardiff Park Advisors
California
$507K +$488K +1,410 New
CCC
2017
Chelsea Counsel Company
California
$506K
NJBEST
2018
New Jersey Better Educational Savings Trust
New Jersey
$506K
WDG
2019
Wealth Dimensions Group
Ohio
$506K
VAM
2020
Verity Asset Management
North Carolina
$506K +$487K +1,409 New
SB
2021
Sunflower Bank
Texas
$505K -$36.3K -105 -7%
MA
2022
MJP Associates
Connecticut
$504K +$57.1K +165 +14%
CL
2023
Choreo LLC
Illinois
$504K +$75.7K +219 +18%
FNT
2024
First Nebraska Trust
Nebraska
$503K +$1.38K +4 +0.3%
SC
2025
Skylands Capital
Wisconsin
$503K