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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2001
Karp Capital Management
California
$9.41M +$437K +1,721 +5%
ARMT
2002
Amica Retiree Medical Trust
Rhode Island
$9.41M – – –
TC
2003
Tarsadia Capital
New York
$9.39M -$4.86M -19,105 -36%
SFG
2004
Summit Financial Group
West Virginia
$9.39M +$824K +3,243 +10%
SAM
2005
Selway Asset Management
$9.37M -$327K -1,285 -4%
UCI
2006
Uncommon Cents Investing
Wisconsin
$9.35M -$5.08K -20 -0.1%
TSWM
2007
Triangle Securities Wealth Management
North Carolina
$9.35M -$174K -684 -2%
PFSC
2008
Peoples Financial Services Corp
Pennsylvania
$9.34M -$402K -1,582 -4%
PAMG
2009
Patton Albertson Miller Group
Tennessee
$9.34M -$619K -2,437 -7%
BCA
2010
Berman Capital Advisors
Georgia
$9.29M +$1.3M +5,132 +18%
BCA
2011
Bay Colony Advisors
Massachusetts
$9.29M +$33.8K +133 +0.4%
SC
2012
Searle & Co
Connecticut
$9.29M +$11.9K +47 +0.1%
FVCM
2013
F&V Capital Management
Florida
$9.27M -$4.43M -17,425 -34%
EWA
2014
Encompass Wealth Advisors
Oregon
$9.26M +$44.2K +174 +0.5%
CAS
2015
Cascadia Advisory Services
Oregon
$9.24M +$511K +2,011 +6%
KI
2016
Kapitalo Investimentos
Brazil
$9.24M -$570K -2,241 -6%
HBWM
2017
Hollow Brook Wealth Management
New York
$9.2M -$44.7K -176 -0.5%
TPA
2018
Trivium Point Advisory
Connecticut
$9.19M +$817K +3,216 +10%
GLA
2019
Good Life Advisors
Pennsylvania
$9.18M +$119K +467 +1%
MW
2020
Marcum Wealth
Ohio
$9.18M -$170K -668 -2%
MFG
2021
MidWestOne Financial Group
Iowa
$9.17M +$251K +989 +3%
BCA
2022
Bray Capital Advisors
Florida
$9.17M +$103K +405 +1%
AWM
2023
Avitas Wealth Management
California
$9.16M +$260K +1,024 +3%
HCA
2024
Harbour Capital Advisors
Virginia
$9.14M -$290K -1,142 -3%
LI
2025
Lafayette Investments
Maryland
$9.13M +$1.08M +4,251 +14%
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