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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2001
Check Capital Management
California
$834K -$421K -6,574 -34%
FNBOMD
2002
First National Bank of Mount Dora
Florida
$830K -$5.19K -81 -0.6%
BHB
2003
Bank Hapoalim BM
Israel
$826K -$75.7K -1,181 -9%
AWA
2004
AmeriServ Wealth Advisors
Pennsylvania
$824K +$48.1K +750 +6%
FPB
2005
First PREMIER Bank
South Dakota
$815K -$117K -1,818 -13%
BIG
2006
Bellwether Investment Group
Tennessee
$814K -$175K -2,723 -18%
SFM
2007
Signature Financial Management
Virginia
$813K -$22.8K -355 -3%
BOS
2008
Bingham Osborn & Scarborough
California
$811K +$95.8K +1,495 +14%
OFW
2009
Omnia Family Wealth
Florida
$810K -$2.5K -39 -0.3%
SWA
2010
SFMG Wealth Advisors
Texas
$806K +$7.5K +117 +1%
MCWS
2011
McKinley Carter Wealth Services
West Virginia
$804K -$5.83K -91 -0.7%
CWM
2012
Connecticut Wealth Management
Connecticut
$803K – – –
SAA
2013
Southeast Asset Advisors
Georgia
$795K +$98K +1,529 +15%
SG
2014
StoneX Group
New York
$794K -$6.54K -102 -0.8%
MLIC
2015
Mandatum Life Insurance Company
Finland
$793K – – –
GBT
2016
Grove Bank & Trust
Florida
$792K -$575K -8,980 -43%
JFGLC
2017
Johnson Financial Group LLC (Colorado)
Colorado
$792K -$521K -8,133 -40%
OA
2018
Outfitter Advisors
Virginia
$792K -$6.41K -100 -0.8%
LMAM
2019
Legg Mason Asset Management
Japan
$791K -$51.3K -800 -6%
PA
2020
Planning Alternatives
Michigan
$790K -$9.61K -150 -1%
SC
2021
Schulhoff & Co
Ohio
$787K +$12.8K +200 +2%
CBT
2022
Central Bank & Trust
Kentucky
$785K -$48.6K -759 -6%
CHP
2023
Cable Hill Partners
Oregon
$782K -$18.6K -290 -2%
AIM
2024
Avity Investment Management
Connecticut
$781K -$166K -2,594 -18%
RC
2025
Reik & Co
New York
$781K – – –
79 80
81
82 83