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Name Holding Trade Value Shares
Change 		Change in
Stake
WGA
2001
Weather Gauge Advisory
Virginia
$3.57M +$3.14K +60 +0.1%
LMAM
2002
Legg Mason Asset Management
Japan
$3.56M -$227K -4,344 -6%
DMC
2003
Drexel Morgan & Co
Pennsylvania
$3.56M -$10.2K -196 -0.3%
CC
2004
Cedar Capital
Illinois
$3.56M +$45K +860 +1%
SFFS
2005
Stonehage Fleming Financial Services
Jersey
$3.55M +$787K +15,056 +31%
REMPR
2006
Roof Eidam Maycock Peralta (REMP)
California
$3.54M -$162K -3,092 -5%
HFA
2007
Huber Financial Advisors
Illinois
$3.53M -$74K -1,416 -2%
QCM
2008
Quest Capital Management
Texas
$3.52M -$11.9K -228 -0.4%
OWP
2009
Obermeyer Wealth Partners
Colorado
$3.51M +$429K +8,200 +15%
SFWA
2010
Summit Financial Wealth Advisors
Louisiana
$3.5M -$39.9K -764 -1%
BSAM
2011
Blue Square Asset Management
New York
$3.5M +$3.27M +62,520 New
HMS
2012
Hanseatic Management Services
New Mexico
$3.5M -$119K -2,280 -4%
PCC
2013
Park Circle Company
Maryland
$3.47M – – –
PGA
2014
Portland Global Advisors
Maine
$3.46M -$5.23K -100 -0.2%
HAI
2015
Hennessy Advisors Inc
California
$3.46M -$83.7K -1,600 -3%
MSU
2016
Mizuho Securities USA
New York
$3.45M +$3.22M +61,600 New
KLCM
2017
KG&L Capital Management
Louisiana
$3.44M -$28.9K -552 -0.9%
EMG
2018
ETF Managers Group
New Jersey
$3.44M -$495K -9,464 -13%
ACA
2019
Aptus Capital Advisors
Alabama
$3.44M -$108K -2,064 -3%
PAM
2020
Peninsula Asset Management
Florida
$3.44M +$25.5K +488 +0.8%
ONST
2021
Old North State Trust
North Carolina
$3.43M +$557K +10,648 +21%
SAM
2022
Stansberry Asset Management
Texas
$3.43M +$221K +4,220 +7%
TPA
2023
Trivium Point Advisory
Connecticut
$3.43M -$145K -2,764 -4%
TCM
2024
Tradewinds Capital Management
Washington
$3.43M +$40.4K +772 +1%
BCM
2025
Basswood Capital Management
New York
$3.43M – – –
79 80
81
82 83