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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2001
Stratos Investment Management
Ohio
$3.23M +$411K +8,428 +15%
BIG
2002
Boothe Investment Group
Delaware
$3.23M -$442K -9,076 -12%
RP
2003
Riverbridge Partners
Minnesota
$3.22M -$136K -2,800 -4%
HCM
2004
Hilton Capital Management
New York
$3.22M -$733K -15,040 -19%
HMS
2005
Hanseatic Management Services
New Mexico
$3.21M +$3.16M +64,764 New
CCWA
2006
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.2M +$39.2K +804 +1%
MPW
2007
MA Private Wealth
California
$3.19M +$10.9K +224 +0.3%
HFA
2008
Huber Financial Advisors
Illinois
$3.19M +$4.87K +100 +0.2%
HIM
2009
Herald Investment Management
United Kingdom
$3.19M – – –
DMC
2010
Drexel Morgan & Co
Pennsylvania
$3.16M -$456K -9,368 -13%
AFNAS
2011
American Financial Network Advisory Services
California
$3.15M -$275K -5,652 -8%
TWM
2012
Titus Wealth Management
California
$3.15M -$335K -6,884 -10%
WGA
2013
Weather Gauge Advisory
Virginia
$3.15M +$11.7K +240 +0.4%
ACA
2014
Aptus Capital Advisors
Alabama
$3.14M +$32.7K +672 +1%
HAI
2015
Hennessy Advisors Inc
California
$3.13M -$28.3K -580 -0.9%
CA
2016
Crewe Advisors
Utah
$3.13M +$678K +13,912 +28%
TPA
2017
Trivium Point Advisory
Connecticut
$3.13M +$201K +4,132 +7%
QCM
2018
Quest Capital Management
Texas
$3.12M -$666K -13,668 -18%
FPFS
2019
First Personal Financial Services
North Carolina
$3.11M +$22.4K +460 +0.7%
CC
2020
Cedar Capital
Illinois
$3.1M -$355K -7,284 -10%
AWM
2021
Alterna Wealth Management
Texas
$3.08M -$2.68M -54,984 -47%
KLCM
2022
KG&L Capital Management
Louisiana
$3.07M +$63.1K +1,296 +2%
PCC
2023
Park Circle Company
Maryland
$3.07M – – –
BFPW
2024
BOK Financial Private Wealth
Colorado
$3.07M +$301K +6,180 +11%
TCM
2025
Towercrest Capital Management
Pennsylvania
$3.06M +$23.8K +488 +0.8%
79 80
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