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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
2001
Wealthspire Advisors (New York)
New York
$5.24M +$809K +12,576 +21%
WLPWM
2002
Walled Lake Planning & Wealth Management
Illinois
$5.24M +$4.59M +71,360 New
SAM
2003
Stansberry Asset Management
Texas
$5.24M +$647K +10,060 +16%
VC
2004
Voit & Company
Wisconsin
$5.22M -$30.1K -468 -0.7%
BHBT
2005
Burke & Herbert Bank & Trust
Virginia
$5.22M +$94.2K +1,464 +2%
NWP
2006
Northstar Wealth Partners
Connecticut
$5.21M -$289K -4,492 -6%
AFC
2007
AFT Forsyth & Company
Florida
$5.21M +$14.2K +220 +0.3%
BFG
2008
Beacon Financial Group
Texas
$5.2M -$322K -5,000 -7%
ARMT
2009
Amica Retiree Medical Trust
Rhode Island
$5.2M -$93.7K -1,456 -2%
MIM
2010
Montgomery Investment Management
Maryland
$5.2M – – –
PCM
2011
Penserra Capital Management
California
$5.19M +$2.47M +38,344 +119%
SWM
2012
Sugarloaf Wealth Management
Georgia
$5.19M +$4.55M +70,656 New
BC
2013
Breakline Capital
New York
$5.18M +$4.54M +70,588 New
SI
2014
Sprott Inc
Ontario, Canada
$5.17M -$772K -12,000 -15%
RWM
2015
RKL Wealth Management
Pennsylvania
$5.17M -$550K -8,544 -11%
CBA
2016
Coastal Bridge Advisors
Connecticut
$5.15M -$254K -3,948 -5%
FI
2017
Fosun International
China
$5.15M +$682K +10,600 +18%
WA1
2018
Wimmer Associates 1
California
$5.15M -$73.6K -1,144 -2%
EF
2019
Empirical Finance
Pennsylvania
$5.15M +$1.5M +23,280 +50%
FDCC
2020
Foster Dykema Cabot & Co
Massachusetts
$5.14M -$72.6K -1,128 -2%
DC
2021
DeDora Capital
California
$5.14M -$361K -5,608 -7%
CFA
2022
Cahill Financial Advisors
Minnesota
$5.14M -$41.7K -648 -0.9%
SCP
2023
Shorepoint Capital Partners
Massachusetts
$5.12M -$560K -8,708 -11%
GIA
2024
Gladstone Institutional Advisory
Florida
$5.12M +$91.9K +1,428 +2%
EM
2025
ELCO Management
New York
$5.12M +$73.1K +1,136 +2%
79 80
81
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