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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2001
Crossvault Capital Management
Texas
$264K -$308K -1,714 -51%
CIC
2002
Crawford Investment Counsel
Georgia
$263K -$238K -1,325 -45%
FCCM
2003
First City Capital Management
Georgia
$263K +$296K +1,646 New
PW
2004
Price Wealth
Texas
$262K +$188K +1,048 +176%
TC
2005
Trilogy Capital
California
$262K +$295K +1,642 New
CCFCSB
2006
Cape Cod Five Cents Savings Bank
Massachusetts
$261K -$5.21K -29 -2%
FCMC
2007
Founders Capital Management (Connecticut)
Connecticut
$261K – – –
LA
2008
Lynch & Associates
Indiana
$259K +$11K +61 +4%
SGS
2009
Sterling Global Strategies
California
$258K -$50.8K -283 -15%
DCM
2010
Donaldson Capital Management
Indiana
$257K -$46.5K -259 -14%
VAM
2011
Visionary Asset Management
Texas
$257K +$52.4K +292 +22%
CAI
2012
Capital Advisors Inc
Oklahoma
$256K -$176K -983 -38%
EIA
2013
Edgemoor Investment Advisors
Maryland
$256K – – –
PGA
2014
Premia Global Advisors
Florida
$255K -$177K -988 -38%
SHGA
2015
Sand Hill Global Advisors
California
$254K -$347K -1,934 -55%
AP
2016
Atwood & Palmer
Missouri
$254K -$87.3K -486 -23%
FNT
2017
First Nebraska Trust
Nebraska
$253K -$199K -1,109 -41%
LIC
2018
Lodestar Investment Counsel
Illinois
$253K -$59.3K -330 -17%
EDRIA
2019
Edmonds Duncan Registered Investment Advisors
Kansas
$252K +$283K +1,576 New
PP
2020
PrairieView Partners
Minnesota
$251K – – –
PW
2021
Peninsula Wealth
California
$251K +$281K +1,567 New
BWL
2022
Bogart Wealth LLC
Virginia
$250K +$104K +579 +58%
POIA
2023
Pin Oak Investment Advisors
Texas
$249K -$109K -609 -28%
VIM
2024
Vista Investment Management
Pennsylvania
$249K -$44.9K -250 -14%
RP
2025
Rowlandmiller & Partners
Georgia
$247K -$18K -100 -6%
79 80
81
82 83