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Name Holding Trade Value Shares
Change 		Change in
Stake
PRHC
2001
P.R. Herzig & Co
New York
$1.11M -$52.8K -2,120 -5%
BCP
2002
Berkeley Capital Partners
Georgia
$1.1M -$459K -18,424 -31%
SG
2003
Somerset Group
Minnesota
$1.1M +$1.01M +40,500 New
PL
2004
Plancorp LLC
Missouri
$1.09M -$29.9K -1,200 -3%
CCM
2005
Context Capital Management
California
$1.09M +$997K +40,000 New
ADBIC
2006
A.D. Beadell Investment Counsel
Wisconsin
$1.09M +$31.9K +1,280 +3%
OAM
2007
Occidental Asset Management
California
$1.09M +$76.6K +3,076 +8%
GS
2008
GAM Systematic
United Kingdom
$1.08M -$63.3K -2,540 -6%
TFO
2009
Tarbox Family Office
California
$1.08M -$598 -24 -0.1%
MAA
2010
Mraz Amerine & Associates
California
$1.07M +$52.6K +2,112 +6%
GCM
2011
Glynn Capital Management
California
$1.06M -$20.9K -840 -2%
TFF
2012
The Family Firm
Maryland
$1.06M -$18.4K -740 -2%
TIM
2013
Tortoise Investment Management
New York
$1.06M -$46.8K -1,880 -5%
JSAM
2014
J. Safra Asset Management
New York
$1.05M -$1.08M -43,344 -53%
CMANY
2015
Capital Management Associates (New York)
New York
$1.05M -$261K -10,480 -21%
KLI
2016
Kelman-Lazarov Inc
Tennessee
$1.04M +$947K +38,000 New
AHB
2017
Abner Herrman & Brock
New Jersey
$1.03M +$486K +19,496 +107%
SRCM
2018
Sterling Ridge Capital Management
New York
$1.03M +$938K +37,652 New
JCP
2019
Jabre Capital Partners
Switzerland
$1.02M +$77.7K +3,120 +9%
TNAM
2020
Terra Nova Asset Management
New York
$1.02M -$92K -3,692 -9%
FVCM
2021
F&V Capital Management
Florida
$1.02M +$9.97K +400 +1%
MWM
2022
Modera Wealth Management
New Jersey
$1.01M -$471K -18,916 -34%
TFA
2023
Toth Financial Advisory
Virginia
$1.01M +$31.3K +1,256 +3%
HDIM
2024
Hanson & Doremus Investment Management
Vermont
$1.01M +$110K +4,408 +14%
LFG
2025
LifePlan Financial Group
Ohio
$1M +$15.9K +640 +2%
79 80
81
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