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Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
2001
Institutional & Family Asset Management
Colorado
$433K -$10.5K -183 -2%
GCAC
2002
Guardian Capital Advisors (Canada)
Ontario, Canada
$433K – – –
SFSIG
2003
San Francisco Sentry Investment Group
California
$433K +$2.88K +50 +0.7%
SCM
2004
Smith Capital Management
Arkansas
$432K -$39.1K -679 -9%
RAM
2005
Riggs Asset Management
Pennsylvania
$429K +$16K +277 +4%
CAGAS
2006
Capital Advisory Group Advisory Services
Minnesota
$428K +$9.45K +164 +2%
RWM
2007
RKL Wealth Management
Pennsylvania
$428K +$23.6K +409 +6%
GAM
2008
Gemmer Asset Management
California
$427K -$47.2K -820 -10%
FSCM
2009
Front Street Capital Management
Montana
$425K -$4.67K -81 -1%
BFG
2010
Barber Financial Group
Kansas
$425K +$288 +5 +0.1%
PBO
2011
Peoples Bank (Ohio)
Ohio
$424K -$26K -452 -6%
HGWM
2012
Harvest Group Wealth Management
Massachusetts
$424K +$38.9K +675 +11%
IIA
2013
IPG Investment Advisors
California
$423K +$133K +2,305 +49%
SRC
2014
Sage Rhino Capital
California
$423K -$403 -7 -0.1%
NPPM
2015
North Point Portfolio Managers
Ohio
$423K – – –
LBD
2016
Landsberg Bennett & Dubbaneh
Florida
$421K +$979 +17 +0.2%
LRPA
2017
L. Roy Papp & Associates
Arizona
$420K – – –
VCM
2018
Versant Capital Management
Arizona
$418K -$2.76K -48 -0.7%
AIA
2019
AIMZ Investment Advisors
California
$417K +$30.4K +528 +8%
BMCM
2020
Bryn Mawr Capital Management
Pennsylvania
$415K -$34.4K -598 -8%
BHWM
2021
Bay Harbor Wealth Management
Maryland
$413K -$11.9K -206 -3%
BFC
2022
Bedel Financial Consulting
Indiana
$413K -$6.57K -114 -2%
FRM
2023
Fox Run Management
Connecticut
$413K +$394K +6,840 New
HCM
2024
Hilton Capital Management
New York
$411K +$118K +2,056 +43%
JF
2025
JSF Financial
California
$410K -$7.49K -130 -2%
79 80
81
82 83