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Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
2001
First Command Bank
Texas
$956K +$30.6K +446 +3%
FCFS
2002
First Command Financial Services
Texas
$956K +$30.6K +446 +3%
AAM
2003
AR Asset Management
California
$951K – – –
BMC
2004
Beaton Management Company
Massachusetts
$939K +$935K +13,622 New
ANTB
2005
AMG National Trust Bank
Colorado
$938K – – –
NCM
2006
Noesis Capital Mangement
Florida
$932K -$481 -7 -0.1%
VIA
2007
Vident Investment Advisory
Georgia
$928K -$502K -7,318 -35%
SAM
2008
Security Asset Management
New York
$927K – – –
BOS
2009
Bank of Stockton
California
$922K +$2.47K +36 +0.3%
BEC
2010
Blue Edge Capital
Virginia
$917K +$913K +13,298 New
HHGA
2011
Halbert Hargrove Global Advisors
California
$915K -$303K -4,416 -25%
NSB
2012
Norway Savings Bank
Maine
$911K +$16.8K +244 +2%
GC
2013
Gruss & Co
Florida
$910K -$686K -10,000 -43%
DT
2014
Diversified Trust
Tennessee
$908K -$2.26M -32,854 -71%
VIA
2015
Vantage Investment Advisors
Pennsylvania
$908K -$113K -1,653 -11%
GAM
2016
Gould Asset Management
California
$906K -$10.3K -150 -1%
PCM
2017
Pointe Capital Management
Michigan
$905K -$76.1K -1,108 -8%
SIC
2018
Schwartz Investment Counsel
Michigan
$900K -$68.6K -1,000 -7%
FC
2019
Fayerweather Charles
$899K -$24.2K -352 -3%
BCP
2020
Berkeley Capital Partners
Georgia
$897K -$66.5K -969 -7%
FC
2021
Forte Capital
New York
$897K -$44.5K -648 -5%
FPB
2022
First PREMIER Bank
South Dakota
$877K +$23.2K +338 +3%
WA
2023
Wealth Architects
California
$875K +$103K +1,498 +13%
CWM
2024
Connecticut Wealth Management
Connecticut
$873K +$15.1K +220 +2%
IUHSA
2025
Itau Unibanco Holding S.A.
Brazil
$873K +$716K +10,425 +466%
79 80
81
82 83