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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2001
Tufton Capital Management
Maryland
$2.7M +$1.16M +25,608 +78%
MTCM
2002
Mint Tower Capital Management
Netherlands
$2.7M +$1.09M +24,100 +70%
HA
2003
Hays Advisory
Tennessee
$2.69M -$218K -4,816 -8%
FFA
2004
Fragasso Financial Advisors
Pennsylvania
$2.69M +$11.1K +244 +0.4%
HK
2005
Horizon Kinetics
New York
$2.68M +$32.1K +708 +1%
CFC
2006
Coyle Financial Counsel
Illinois
$2.68M +$1.4M +30,840 +114%
FCAG
2007
First Capital Advisors Group
New Jersey
$2.68M -$267K -5,896 -9%
WOC
2008
West Oak Capital
California
$2.68M +$18.1K +400 +0.7%
ICM
2009
IMS Capital Management
Oregon
$2.67M -$391K -8,612 -13%
PWMAG
2010
Pinnacle Wealth Management Advisory Group
New Jersey
$2.66M +$237K +5,232 +10%
AAM
2011
Ascension Asset Management
New York
$2.66M -$535K -11,792 -17%
GWCM
2012
Godshalk Welsh Capital Management
Pennsylvania
$2.66M -$9.07K -200 -0.3%
MSFP
2013
Mark Sheptoff Financial Planning
Connecticut
$2.66M +$100K +2,208 +4%
BA
2014
Bristol Advisors
Pennsylvania
$2.65M +$2.59M +57,200 New
NIP
2015
Nicholas Investment Partners
California
$2.64M -$1.32M -29,136 -34%
FUBT
2016
First United Bank & Trust
Maryland
$2.64M -$84.4K -1,860 -3%
BCA
2017
Bay Colony Advisors
Massachusetts
$2.64M +$2.58M +56,960 New
SFM
2018
Signature Financial Management
Virginia
$2.63M +$543K +11,980 +27%
PGWM
2019
Parisi Gray Wealth Management
New Jersey
$2.63M +$75.8K +1,672 +3%
CAW
2020
Cornerstone Advisors (Washington)
Washington
$2.62M -$76.4K -1,684 -3%
IWA
2021
Inspirion Wealth Advisors
Illinois
$2.62M -$67.8K -1,496 -3%
WI
2022
WBI Investments
New Jersey
$2.62M -$28.6M -630,764 -92%
SCI
2023
Stableford Capital II
Arizona
$2.61M -$15.6K -344 -0.6%
DM
2024
Diker Management
New York
$2.61M +$1.27K +28 +0%
MNG
2025
Manning & Napier Group
New York
$2.61M +$60.8K +1,340 +2%
79 80
81
82 83