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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2001
Crosslink Capital
California
$16.8M -$8.71M -42,340 -34%
SIG
2002
Sargent Investment Group
Maryland
$16.8M +$143K +697 +0.8%
SP
2003
SWS Partners
Ohio
$16.7M +$2.08M +10,094 +14%
WIC
2004
Willis Investment Counsel
Georgia
$16.7M +$3.02M +14,700 +21%
AWM
2005
Activest Wealth Management
Florida
$16.7M -$7.47M -36,321 -30%
BWA
2006
Basecamp Wealth Advisors
Washington
$16.7M +$23K +112 +0.1%
CB
2007
CNB Bank
Pennsylvania
$16.7M -$999K -4,860 -6%
WG
2008
Winton Group
United Kingdom
$16.6M -$1.94M -9,447 -10%
LAM
2009
Lewis Asset Management
California
$16.6M -$497K -2,419 -3%
MS
2010
Madden Securities
Texas
$16.6M -$102K -495 -0.6%
CWM
2011
Cordatus Wealth Management
Pennsylvania
$16.6M -$133K -649 -0.8%
EA
2012
Ellsworth Advisors
Ohio
$16.6M -$583K -2,835 -4%
AAM
2013
AR Asset Management
California
$16.6M +$85.3K +415 +0.5%
CFO
2014
CVA Family Office
Colorado
$16.6M +$21.6K +105 +0.1%
OPW
2015
Oxler Private Wealth
New York
$16.6M -$210K -1,023 -1%
CT
2016
Colonial Trust
South Carolina
$16.6M +$187K +909 +1%
LDB
2017
Lee, Danner & Bass
Tennessee
$16.6M +$695K +3,382 +4%
ACG
2018
Allen Capital Group
Nebraska
$16.5M +$344K +1,675 +2%
SCM
2019
Sone Capital Management
New York
$16.5M +$1.1M +5,328 +7%
WW
2020
Windle Wealth
Oklahoma
$16.5M +$22.2K +108 +0.1%
CW
2021
Channel Wealth
California
$16.4M +$1.58M +7,662 +10%
SIAP
2022
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16.4M +$297K +1,446 +2%
SPFSPD
2023
Sava Pension Fund (Sava Penzisko Drushtvo)
$16.4M +$10.7M +51,939 +101%
BMCM
2024
Bryn Mawr Capital Management
Pennsylvania
$16.4M +$1.49M +7,225 +10%
HFS
2025
Howard Financial Services
Texas
$16.4M -$269K -1,307 -2%
79 80
81
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