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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2001
MBL Wealth
North Carolina
$14.1M -$244K -1,398 -2%
FHC
2002
First Heartland Consultants
Missouri
$14.1M -$1.06M -6,058 -7%
MAM
2003
Milestone Asset Management
Pennsylvania
$14.1M +$4.33M +24,867 +49%
AI
2004
Accredited Investors
Minnesota
$14.1M +$2.31M +13,257 +21%
BCMLT
2005
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.1M -$266K -1,525 -2%
ACG
2006
Allen Capital Group
Nebraska
$14M +$760K +4,358 +6%
LCI
2007
L1 Capital International
Australia
$14M +$13.1M +75,263 New
AFM
2008
Abbot Financial Management
Massachusetts
$14M -$69.4K -398 -0.5%
APW
2009
Austin Private Wealth
Texas
$14M -$768K -4,405 -6%
PJSIMP
2010
P.J. Schmidt Investment Management (PJS)
Wisconsin
$14M -$259K -1,486 -2%
CSA
2011
Cottage Street Advisors
Massachusetts
$14M +$2.39M +13,700 +22%
RMC
2012
Resources Management Corp
Connecticut
$14M -$274K -1,572 -2%
BCM
2013
Barometer Capital Management
Ontario, Canada
$13.9M +$25.3K +145 +0.2%
CM
2014
Capula Management
Cayman Islands
$13.9M +$13M +74,673 New
BHWM
2015
Bar Harbor Wealth Management
New Hampshire
$13.9M +$1.2M +6,887 +10%
CA
2016
Cornerstone Advisory
Maryland
$13.9M +$584K +3,351 +5%
AWM
2017
Activest Wealth Management
Florida
$13.9M +$1.3M +7,461 +11%
SBWIC
2018
Schaper Benz & Wise Investment Counsel
Wisconsin
$13.9M -$420K -2,410 -3%
NIM
2019
Nicollet Investment Management
Minnesota
$13.9M -$589K -3,377 -4%
RPC
2020
Rossmore Private Capital
Connecticut
$13.9M +$162K +928 +1%
IIM
2021
Ipswich Investment Management
Massachusetts
$13.9M -$328K -1,880 -2%
MF
2022
Manuka Financial
Virginia
$13.9M -$8.95M -51,338 -41%
1SB
2023
1ST Source Bank
Indiana
$13.8M -$194K -1,113 -1%
KFBMI
2024
Kentucky Farm Bureau Mutual Insurance
Kentucky
$13.8M – – –
ACM
2025
Atika Capital Management
New York
$13.8M +$2.63M +15,100 +26%
79 80
81
82 83