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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2001
Searle & Co
Connecticut
$14.9M – – –
WAS
2002
Winch Advisory Services
Wisconsin
$14.9M +$155K +371 +0.9%
EPAM
2003
Evelyn Partners Asset Management
$14.9M +$1.07M +2,549 +7%
ISB
2004
Iowa State Bank
Iowa
$14.9M +$64K +153 +0.4%
TC
2005
TFR Capital
Texas
$14.9M +$1.53M +3,646 +10%
MCG
2006
McCollum Christoferson Group
New York
$14.9M +$16.6M +39,713 +89%
BFA
2007
Bill Few Associates
Pennsylvania
$14.9M +$542K +1,296 +3%
BFW
2008
Brady Family Wealth
Missouri
$14.9M +$443K +1,058 +3%
WCA
2009
Westover Capital Advisors
Delaware
$14.9M +$218K +520 +1%
MCWS
2010
McKinley Carter Wealth Services
West Virginia
$14.9M -$1.36M -3,250 -7%
TCCM
2011
Timber Creek Capital Management
Massachusetts
$14.8M +$5.02K +12 +0%
BFG
2012
Berger Financial Group
Minnesota
$14.8M -$12.1K -29 -0.1%
DTC
2013
Davidson Trust Company
Washington
$14.8M -$1.21M -2,902 -7%
MA
2014
MYDA Advisors
New York
$14.8M -$4.18M -10,000 -20%
BAM
2015
Brave Asset Management
New Jersey
$14.8M +$311K +743 +2%
KP
2016
Keel Point
Alabama
$14.8M -$7.29M -17,430 -30%
BA
2017
Baugh & Associates
Georgia
$14.7M +$208K +498 +1%
CAM
2018
Costello Asset Management
Pennsylvania
$14.7M +$418 +1 +0%
HBT
2019
Heartland Bank & Trust
Illinois
$14.7M +$4.65M +11,113 +39%
ATS
2020
Ashton Thomas Securities
New York
$14.7M +$3.68M +8,792 +29%
AF
2021
Apollon Financial
South Carolina
$14.6M -$30.1K -72 -0.2%
SIG
2022
Spinnaker Investment Group
California
$14.6M -$6.83M -16,313 -29%
ACM
2023
Adalta Capital Management
New York
$14.6M -$2.41M -5,754 -13%
KFBMI
2024
Kentucky Farm Bureau Mutual Insurance
Kentucky
$14.6M +$3.95M +9,435 +31%
HDA
2025
Harold Davidson & Associates
California
$14.6M -$528K -1,262 -3%
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