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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2001
Security Asset Management
New York
$1.18M -$602K -27,800 -40%
FWCM
2002
Ferguson Wellman Capital Management
Oregon
$1.18M -$44.6K -2,060 -5%
BO
2003
Bank OZK
Arkansas
$1.18M +$39.8K +1,840 +5%
GFS
2004
GYL Financial Synergies
Connecticut
$1.17M +$16.2K +750 +2%
MCM
2005
McDonough Capital Management
Florida
$1.17M +$26.6K +1,230 +3%
AFG
2006
Albion Financial Group
Utah
$1.17M – – –
JAFL
2007
Jay A. Fishman Ltd
Michigan
$1.17M – – –
DFG
2008
Demars Financial Group
Washington
$1.17M -$13K -600 -1%
HTC
2009
Haverford Trust Company
Pennsylvania
$1.17M +$209K +9,670 +30%
FBFS
2010
First Business Financial Services
Wisconsin
$1.17M -$3.46K -160 -0.4%
BC
2011
Burney Company
Virginia
$1.17M -$34.6K -1,600 -4%
SFC
2012
Strategic Financial Concepts
Texas
$1.16M +$907K +41,920 New
OPWM
2013
Oakwell Private Wealth Management
Texas
$1.16M -$37K -1,710 -4%
BCM
2014
Birmingham Capital Management
Alabama
$1.16M – – –
NCM
2015
Northside Capital Management
Oregon
$1.15M -$49.3K -2,280 -5%
SAM
2016
Strategy Asset Managers
California
$1.15M -$17.5K -810 -2%
AIP
2017
Almanack Investment Partners
Pennsylvania
$1.15M -$33.8K -1,560 -4%
KIA
2018
KLR Investment Advisors
Rhode Island
$1.15M -$29K -1,340 -3%
RCG
2019
Regatta Capital Group
California
$1.14M – – –
SRSA
2020
S.R. Schill & Associates
Washington
$1.14M +$345K +15,930 +63%
BFA
2021
Bragg Financial Advisors
North Carolina
$1.14M – – –
DIM
2022
Delta Investment Management
California
$1.13M -$70.6K -3,260 -7%
MSR
2023
Main Street Research
Connecticut
$1.13M -$685K -31,630 -44%
JPLA
2024
Joseph P. Lucia & Associates
New York
$1.13M +$9.09K +420 +1%
LC
2025
LCNB Corp
Ohio
$1.13M -$10.8K -500 -1%
79 80
81
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