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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2001
AlphaStar Capital Management
North Carolina
$228K -$55.9K -1,056 -20%
SWK
2002
Stephen W. Kidder
$228K – – –
BA
2003
Ballew Advisors
Mississippi
$227K +$53 +1 +0%
ALIONA
2004
Allianz Life Insurance of North America
Minnesota
$227K +$222K +4,197 New
BCM
2005
Becker Capital Management
Oregon
$227K +$225K +4,243 New
FLII
2006
First Long Island Investors
New York
$226K – – –
PAG
2007
Pinnacle Advisory Group
Maryland
$225K +$224K +4,223 New
CRWM
2008
Castle Rock Wealth Management
California
$224K -$390K -7,376 -65%
MTC
2009
McDaniel Terry & Co
Texas
$223K -$3.12K -59 -1%
FDCC
2010
Foster Dykema Cabot & Co
Massachusetts
$219K – – –
RW
2011
REDW Wealth
New Mexico
$219K +$318 +6 +0.1%
NQWM
2012
Northwest Quadrant Wealth Management
Oregon
$219K +$199K +3,751 New
BCIM
2013
Bishop & Co Investment Management
Pennsylvania
$218K -$1.38K -26 -0.6%
DDPIC
2014
Deroy & Devereaux Private Investment Counsel
Michigan
$218K – – –
RMSCM
2015
R.M. Sincerbeaux Capital Management
New York
$217K +$215K +4,065 New
CF
2016
Corrigan Financial
Rhode Island
$217K -$13.7K -258 -6%
CCP
2017
Cardan Capital Partners
Colorado
$216K – – –
VCM
2018
Vigilant Capital Management
Maine
$215K -$31.8K -600 -13%
IWA
2019
Inspirion Wealth Advisors
Illinois
$215K -$20.4K -386 -9%
RIG
2020
Roosevelt Investment Group
New York
$215K +$213K +4,022 New
LIM
2021
Lathrop Investment Management
Arkansas
$214K -$10.5K -199 -5%
FA
2022
Financial Advantage
Maryland
$214K – – –
AAP
2023
Aristotle Atlantic Partners
Florida
$214K +$212K +4,000 New
EA
2024
Elm Advisors
California
$214K +$212K +4,001 New
FBA
2025
Front Barnett Associates
Illinois
$213K – – –
79 80
81
82 83