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Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
2001
Yorktown Management & Research Company
Virginia
$1.61M – – –
HPWM
2002
Highland Private Wealth Management
Washington
$1.6M -$68.1K -2,068 -4%
FIM
2003
Fruth Investment Management
Texas
$1.6M – – –
VAM
2004
Verity Asset Management
North Carolina
$1.59M +$1.46M +44,416 New
SG
2005
Somerset Group
Minnesota
$1.59M +$26.3K +800 +2%
JWM
2006
Jacobus Wealth Management
Wisconsin
$1.59M +$69.8K +2,120 +5%
PI
2007
PHH Investments
Texas
$1.58M +$576K +17,480 +68%
BIM
2008
Beach Investment Management
Pennsylvania
$1.58M +$1.45M +44,040 New
NERM
2009
New England Research & Management
Illinois
$1.57M -$94.4K -2,868 -6%
TIM
2010
Tortoise Investment Management
New York
$1.57M +$18.4K +560 +1%
ADBIC
2011
A.D. Beadell Investment Counsel
Wisconsin
$1.57M -$6.59K -200 -0.5%
HI
2012
Hudock Inc
Pennsylvania
$1.56M -$37.3K -1,132 -3%
PAG
2013
Private Advisory Group
Washington
$1.56M -$64K -1,944 -4%
AC
2014
Addison Capital
Pennsylvania
$1.56M +$578K +17,540 +68%
GBT
2015
Grove Bank & Trust
Florida
$1.55M -$594K -18,052 -29%
MGIA
2016
Moneta Group Investment Advisors
Missouri
$1.55M -$156K -4,748 -10%
TPW
2017
Tiller Private Wealth
Pennsylvania
$1.55M -$27.7K -840 -2%
FCM
2018
Force Capital Management
New York
$1.54M +$1.42M +42,980 New
DRD
2019
Dennis R. Delaney
$1.54M -$26.3K -800 -2%
OFW
2020
Omnia Family Wealth
Florida
$1.54M +$20.8K +632 +1%
WIP
2021
Wellesley Investment Partners
Massachusetts
$1.54M +$20.5K +624 +1%
FM
2022
Forward Management
California
$1.53M -$63.4K -1,924 -4%
CCM
2023
Check Capital Management
California
$1.53M -$224K -6,812 -14%
RWM
2024
Raffa Wealth Management
District of Columbia
$1.53M +$49.8K +1,512 +4%
HDIM
2025
Hanson & Doremus Investment Management
Vermont
$1.52M -$44.8K -1,360 -3%
79 80
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