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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2001
Wedge Capital Management
North Carolina
$521K +$1.04K +3 +0.2%
CBTWT
2002
Community Bank & Trust (Waco, Texas)
Texas
$520K +$131K +378 +35%
MPI
2003
Mairs & Power Inc
Minnesota
$517K – – –
GAG
2004
GM Advisory Group
New York
$515K +$4.15K +12 +0.8%
ST
2005
Sentinel Trust
Texas
$515K +$495K +1,432 New
CL
2006
CPWM LLC
Washington
$514K – – –
LSA
2007
Lion Street Advisors
Texas
$514K +$30.8K +89 +7%
AIC
2008
Argus Investors Counsel
New York
$514K +$57.8K +167 +13%
VC
2009
Vicus Capital
Pennsylvania
$514K +$418K +1,209 New
AT
2010
Arvest Trust
Oklahoma
$513K +$494K +1,428 New
WFMPM
2011
Woodley Farra Manion Portfolio Management
Indiana
$512K +$197K +571 +67%
TCM
2012
Tanaka Capital Management
New York
$511K -$128K -370 -21%
BPWM
2013
Badgley Phelps Wealth Managers
Washington
$509K -$13.8K -40 -3%
GIP
2014
Granite Investment Partners
California
$508K +$1.04K +3 +0.2%
CWC
2015
Carolinas Wealth Consulting
North Carolina
$508K +$119K +345 +32%
RMAM
2016
Raab & Moskowitz Asset Management
New Jersey
$507K +$5.19K +15 +1%
CPA
2017
Cardiff Park Advisors
California
$507K +$488K +1,410 New
CCC
2018
Chelsea Counsel Company
California
$506K – – –
NJBEST
2019
New Jersey Better Educational Savings Trust
New Jersey
$506K – – –
WDG
2020
Wealth Dimensions Group
Ohio
$506K – – –
VAM
2021
Verity Asset Management
North Carolina
$506K +$487K +1,409 New
SB
2022
Sunflower Bank
Texas
$505K -$36.3K -105 -7%
MA
2023
MJP Associates
Connecticut
$504K +$57.1K +165 +14%
CL
2024
Choreo LLC
Illinois
$504K +$75.7K +219 +18%
FNT
2025
First Nebraska Trust
Nebraska
$503K +$1.38K +4 +0.3%
79 80
81
82 83