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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2001
Morton Capital Management
California
$14.9M +$553K +1,366 +4%
TCCM
2002
Timber Creek Capital Management
Massachusetts
$14.9M -$61.1K -151 -0.4%
ACM
2003
Allred Capital Management
Texas
$14.9M -$564K -1,393 -3%
SFP
2004
Shepherd Financial Partners
Massachusetts
$14.8M -$236K -583 -1%
WC
2005
Winmill & Co
New Hampshire
$14.8M +$16.1M +39,775 New
GGI
2006
GPM Growth Investors
Michigan
$14.8M -$1.96M -4,855 -11%
HIP
2007
Harrell Investment Partners
Texas
$14.8M +$160K +395 +1%
CW
2008
Channel Wealth
California
$14.8M +$2.38M +5,881 +17%
CAM
2009
Costello Asset Management
Pennsylvania
$14.7M -$91.4K -226 -0.6%
CFA
2010
Churchill Financial Advisors
Kentucky
$14.7M -$364K -900 -2%
IP
2011
Indivisible Partners
Florida
$14.7M +$5.1M +12,602 +47%
KFBMI
2012
Kentucky Farm Bureau Mutual Insurance
Kentucky
$14.7M – – –
MCG
2013
McCollum Christoferson Group
New York
$14.7M -$307K -758 -0.9%
MCM
2014
Manchester Capital Management
Vermont
$14.7M +$120K +296 +0.8%
OPW
2015
Osprey Private Wealth
New York
$14.6M +$1.99M +4,917 +14%
LFA
2016
Legacy Financial Advisors
Kentucky
$14.6M +$1.66M +4,101 +12%
TNA
2017
True North Advisors
Texas
$14.6M +$133K +328 +0.8%
VNA
2018
Valley National Advisers
Pennsylvania
$14.5M -$600K -1,484 -4%
QC
2019
Quent Capital
New York
$14.5M +$274K +676 +2%
HBT
2020
Heartland Bank & Trust
Illinois
$14.5M -$303K -750 -2%
HWAM
2021
Hennion & Walsh Asset Management
New Jersey
$14.5M +$889K +2,196 +6%
FFS
2022
Fischer Financial Services
Pennsylvania
$14.5M +$116K +286 +0.7%
LI
2023
Lafayette Investments
Maryland
$14.5M +$813K +2,009 +5%
TSM
2024
Two Star Manager
Florida
$14.5M – – –
TFA
2025
Transamerica Financial Advisors
Florida
$14.5M +$3.74M +9,240 +31%
79 80
81
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