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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2001
Birmingham Capital Management
Alabama
$610K +$40.3K +2,750 +7%
SIC
2002
Samalin Investment Counsel
New York
$609K -$14.5K -990 -2%
GFS
2003
GYL Financial Synergies
Connecticut
$606K -$4.69K -320 -0.8%
AMM
2004
American Money Management
California
$606K +$5.72K +390 +0.9%
FWA
2005
FSM Wealth Advisors
Ohio
$605K +$19.5K +1,330 +3%
LC
2006
LCNB Corp
Ohio
$604K +$77.7K +5,300 +15%
PVM
2007
Palogic Value Management
Texas
$603K +$605K +41,260 New
PCMU
2008
Paragon Capital Management (Utah)
Utah
$603K +$107K +7,310 +22%
TFGT
2009
TS Financial Group (TSFG)
Illinois
$601K -$33.6K -2,290 -5%
HCM
2010
Highlander Capital Management
New Jersey
$601K – – –
BFA
2011
Bragg Financial Advisors
North Carolina
$600K +$39.6K +2,700 +7%
ONGA
2012
O'Neil Global Advisors
California
$599K -$13.9K -950 -2%
MCM
2013
McDonough Capital Management
Florida
$598K +$16.9K +1,150 +3%
IPW
2014
Invictus Private Wealth
Colorado
$597K +$599K +40,860 New
SMA
2015
Sage Mountain Advisors
Georgia
$596K +$43.1K +2,940 +8%
GSB
2016
Greenfield Savings Bank
Massachusetts
$595K -$28.3K -1,930 -5%
MWPCG
2017
Measured Wealth Private Client Group
New Hampshire
$594K +$147 +10 +0%
WCFA
2018
Walkner Condon Financial Advisors
Wisconsin
$594K -$112K -7,640 -16%
SWRP
2019
Summit Wealth & Retirement Planning
California
$593K +$595K +40,570 New
AFP
2020
Ausdal Financial Partners
Iowa
$592K -$401K -27,340 -40%
BO
2021
Bank OZK
Arkansas
$592K +$25.2K +1,720 +4%
PHAM
2022
Palisades Hudson Asset Management
Florida
$592K – – –
TC
2023
TwinBeech Capital
New York
$592K +$594K +40,480 New
JE
2024
JMAC Enterprises
Pennsylvania
$591K -$68.3K -4,660 -10%
JPLA
2025
Joseph P. Lucia & Associates
New York
$591K +$24.9K +1,700 +4%
79 80
81
82 83