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Name Holding Trade Value Shares
Change 		Change in
Stake
LT
2001
Lindsell Train
United Kingdom
$1.21M +$183K +900 +15%
KSWA
2002
Kathleen S. Wright Associates
Pennsylvania
$1.21M +$371K +1,823 +37%
FWM
2003
Finer Wealth Management
Massachusetts
$1.2M +$27.5K +135 +2%
CC
2004
Constitution Capital
Connecticut
$1.19M -$2.68M -13,167 -66%
FCFC
2005
First Commonwealth Financial Corp
Pennsylvania
$1.19M -$21.6K -106 -2%
CCMD
2006
Cypress Capital Management (Delaware)
Delaware
$1.19M +$519K +2,550 +61%
BCM
2007
Barden Capital Management
Texas
$1.19M +$41.7K +205 +3%
PPP
2008
Private Portfolio Partners
New Jersey
$1.19M +$71.4K +351 +6%
OCM
2009
Orion Capital Management
California
$1.19M +$27.9K +137 +2%
MA
2010
MCF Advisors
Kentucky
$1.18M +$465K +2,283 +52%
SC
2011
Siena Capital
Ohio
$1.18M +$3.87K +19 +0.3%
MIFH
2012
Migdal Insurance & Financial Holdings
Israel
$1.18M -$48.2M -236,991 -97%
CAM
2013
Covenant Asset Management
New Jersey
$1.18M -$5.9K -29 -0.4%
C
2014
Certuity
Florida
$1.18M +$116K +568 +9%
GA
2015
GoalVest Advisory
New York
$1.18M -$295K -1,452 -18%
AIM
2016
Aspen Investment Management
Michigan
$1.18M -$30.5K -150 -2%
BB
2017
Bell Bank
North Dakota
$1.18M -$202K -994 -13%
UBV
2018
United Bank (Virginia)
Virginia
$1.17M +$37.6K +185 +3%
DBIA
2019
Dumont & Blake Investment Advisors
New Jersey
$1.17M -$1.02K -5 -0.1%
RBC
2020
Romano Brothers & Co
Illinois
$1.17M +$1.34M +6,583 New
BFO
2021
Biltmore Family Office
North Carolina
$1.16M +$154K +757 +13%
SLF
2022
Sun Life Financial
Ontario, Canada
$1.16M -$283K -1,392 -18%
SMA
2023
Sage Mountain Advisors
Georgia
$1.16M -$142K -699 -10%
AIA
2024
Alera Investment Advisors
Illinois
$1.16M -$7.53K -37 -0.6%
PIM
2025
Profit Investment Management
Maryland
$1.16M – – –
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