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Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
2001
SPC Financial Inc
Maryland
$241K +$2.65K +140 +1%
AW
2002
Alpha Windward
Massachusetts
$238K -$11.1K -588 -5%
FGA
2003
Flood Gamble Associates
New York
$238K – – –
SLA
2004
Silver Lake Advisory
Utah
$234K +$221K +11,704 New
RCM
2005
Rotella Capital Management
Washington
$233K +$220K +11,620 New
LFR
2006
Lehman Financial Resources
Pennsylvania
$232K -$2.59M -137,004 -92%
PVWM
2007
Point View Wealth Management
New Jersey
$232K +$219K +11,592 New
CIC
2008
Chase Investment Counsel
Virginia
$230K +$217K +11,480 New
MWP
2009
Moller Wealth Partners
$230K +$217K +11,480 New
PWAG
2010
Polaris Wealth Advisory Group
California
$229K +$124K +6,580 +135%
FCCM
2011
First City Capital Management
Georgia
$229K -$59.8K -3,164 -22%
FBT
2012
Founders Bank & Trust
Michigan
$227K +$107K +5,656 +84%
MSS
2013
Mitchell Sinkler & Starr
Pennsylvania
$227K +$214K +11,340 New
DCM
2014
Dynamic Capital Management
Jersey
$224K +$212K +11,200 New
SKK
2015
Shepherd Kaplan Krochuk
Massachusetts
$224K +$212K +11,200 New
TC
2016
TFS Capital
Pennsylvania
$216K -$109K -5,768 -35%
MGIA
2017
Moneta Group Investment Advisors
Missouri
$216K -$39.7K -2,100 -16%
SCM
2018
Shapiro Capital Management
Georgia
$213K +$201K +10,640 New
NC
2019
NewSquare Capital
Pennsylvania
$212K -$11.6K -616 -6%
BGDI
2020
BW Gestao de Investimentos
Brazil
$210K +$198K +10,500 New
PTCG
2021
Pring Turner Capital Group
California
$205K +$193K +10,220 New
MIM
2022
Miller Investment Management
Pennsylvania
$205K +$194K +10,248 New
SCCM
2023
Schafer Cullen Capital Management
New York
$202K +$190K +10,080 New
HCM
2024
Hutchinson Capital Management
California
$201K +$189K +10,024 New
OFC
2025
Open Field Capital
United States
$199K +$188K +9,940 New
79 80
81
82 83