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Name Holding Trade Value Shares
Change 		Change in
Stake
AAA
2001
Adams Asset Advisors
Texas
$4.87M – – –
BHBT
2002
Burke & Herbert Bank & Trust
Virginia
$4.86M +$135K +917 +3%
SFA
2003
Stewardship Financial Advisors
Georgia
$4.85M -$10.1K -69 -0.2%
SMFS
2004
Squar Milner Financial Services
California
$4.85M +$587K +3,999 +15%
LB
2005
Landmark Bank
Missouri
$4.83M -$384K -2,613 -8%
VF
2006
Virtu Financial
New York
$4.83M +$1.46M +9,963 +48%
HIM
2007
Herald Investment Management
United Kingdom
$4.82M – – –
OAM
2008
Ostrum Asset Management
France
$4.81M – – –
MAM
2009
Marketfield Asset Management
New York
$4.8M -$149K -1,013 -3%
PCA
2010
Providence Capital Advisors
North Carolina
$4.79M +$3.82K +26 +0.1%
IP
2011
Investment Partners
Ohio
$4.77M -$346K -2,353 -7%
EFSCE
2012
Enterprise Financial Services Corp (EFSC)
Missouri
$4.76M +$93K +633 +2%
SM
2013
Senvest Management
New York
$4.76M – – –
MIC
2014
MU Investments Company
Japan
$4.75M -$3.54M -24,100 -45%
WBG
2015
Wharton Business Group
Pennsylvania
$4.75M -$1.25M -8,535 -22%
RCM
2016
Ratan Capital Management
Florida
$4.73M -$4.83M -32,900 -52%
LA
2017
Lau Associates
Delaware
$4.73M -$38.2K -260 -0.9%
GIC
2018
Gantzert Investment Company
Illinois
$4.72M -$166K -1,130 -4%
LSC
2019
Lesa Sroufe & Co
Washington
$4.72M -$1.32K -9 -0%
NCM
2020
Northwest Capital Management
Oregon
$4.72M -$390K -2,658 -8%
BPA
2021
Beacon Pointe Advisors
California
$4.72M +$929K +6,327 +27%
AAM
2022
Ascension Asset Management
New York
$4.71M -$7.34K -50 -0.2%
TCM
2023
Telos Capital Management
California
$4.7M -$17.2K -117 -0.4%
BPWA
2024
Beacon Pointe Wealth Advisors
California
$4.69M +$320K +2,179 +8%
BCM
2025
Birch Capital Management
Texas
$4.68M +$4.36M +29,708 New
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