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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
2001
Boston Financial Management
Massachusetts
– -$238K -1,439 Closed
SIG
2002
Sargent Investment Group
Maryland
– -$238K -1,435 Closed
PL
2003
Plancorp LLC
Missouri
– -$238K -1,434 Closed
BCM
2004
Boltwood Capital Management
California
– -$237K -1,431 Closed
KCM
2005
Kendall Capital Management
Maryland
– -$237K -1,431 Closed
AAMC
2006
Asset Allocation & Management Company
Illinois
– -$237K -1,430 Closed
CC
2007
Cannell & Co
New York
– -$236K -1,425 Closed
HC
2008
Hamilton Capital
Ohio
– -$235K -1,418 Closed
TTWM
2009
TCV Trust & Wealth Management
Virginia
– -$235K -1,417 Closed
PCA
2010
Pallas Capital Advisors
Massachusetts
– -$232K -1,413 Closed
AFT
2011
Alpha Family Trust
California
– -$232K -1,400 Closed
VFPI
2012
Vantage Financial Partners (Illinois)
Illinois
– -$232K -1,400 Closed
GA
2013
GFS Advisors
Texas
– -$232K -1,399 Closed
QFA
2014
Quantum Financial Advisors
California
– -$231K -1,395 Closed
AC
2015
Addison Capital
Pennsylvania
– -$233K -1,392 Closed
1WM
2016
1900 Wealth Management
Texas
– -$211K -1,389 Closed
HCM
2017
Highview Capital Management
Illinois
– -$230K -1,389 Closed
QC
2018
QCM Cayman
Texas
– -$230K -1,389 Closed
HFG
2019
Heron Financial Group
New York
– -$229K -1,383 Closed
VCAM
2020
Van Cleef Asset Management
Ohio
– -$228K -1,375 Closed
MIM
2021
Meixler Investment Management
Arizona
– -$228K -1,374 Closed
WCA
2022
Waypoint Capital Advisors
Minnesota
– -$227K -1,371 Closed
FMC
2023
First Merchants Corp
Indiana
– -$226K -1,367 Closed
GAM
2024
Gemmer Asset Management
California
– -$226K -1,365 Closed
BOSSRA
2025
B.O.S.S. Retirement Advisors
Utah
– -$225K -1,360 Closed
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