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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2001
Biltmore Wealth Management
Arizona
$1.18M -$16K -580 -1%
FNBOSM
2002
First National Bank of South Miami
Florida
$1.18M +$90.3K +3,280 +9%
GCM
2003
G2 Capital Management
Ohio
$1.18M +$1.11M +40,260 New
BFO
2004
Boston Family Office
Massachusetts
$1.18M +$241K +8,750 +28%
HIM
2005
Hillsdale Investment Management
Ontario, Canada
$1.18M -$293K -10,650 -21%
CFSG
2006
Community Financial Services Group
Vermont
$1.18M – – –
ASGS
2007
Alpha Square Group S
New York
$1.18M +$1.1M +40,000 New
CCM
2008
Campbell Capital Management
Florida
$1.18M +$1.1M +40,000 New
LSC
2009
Lyon Street Capital
California
$1.18M +$1.1M +40,000 New
MCA
2010
Magnolia Capital Advisors
Mississippi
$1.17M +$10.7K +390 +1%
NSB
2011
Norway Savings Bank
Maine
$1.17M +$88.1K +3,200 +9%
RPC
2012
Rossmore Private Capital
Connecticut
$1.17M -$108K -3,920 -9%
CFA
2013
Carroll Financial Associates
North Carolina
$1.17M -$1.32M -48,130 -56%
CSB
2014
City State Bank
Iowa
$1.16M +$1.09M +39,520 New
CIP
2015
Convergence Investment Partners
Florida
$1.16M -$61.1K -2,220 -5%
HLOC
2016
H.L. Ormond & Company
North Carolina
$1.16M +$1.27M +46,110 New
CTFG
2017
Capstone Triton Financial Group
Oklahoma
$1.16M -$456K -16,590 -30%
PIM
2018
Profit Investment Management
Maryland
$1.16M -$133K -4,820 -11%
BHIA
2019
Birch Hill Investment Advisors
Massachusetts
$1.16M +$531K +19,300 +97%
FP
2020
Fiduciary Planning
Florida
$1.15M -$74K -2,690 -6%
SFG
2021
Sunburst Financial Group
Alabama
$1.15M +$107K +3,900 +11%
SIC
2022
Samalin Investment Counsel
New York
$1.15M +$417K +15,150 +63%
CA
2023
Cornerstone Advisory
Maryland
$1.15M +$140K +5,070 +15%
MLIC
2024
Mandatum Life Insurance Company
Finland
$1.15M +$199K +7,240 +23%
CSI
2025
Cross Staff Investments
New York
$1.15M +$1.08M +39,100 New
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