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Name Holding Trade Value Shares
Change 		Change in
Stake
MI
2001
Markston International
New York
$9.88M -$5.13M -34,820 -33%
AFM
2002
Abbot Financial Management
Massachusetts
$9.88M +$7.36K +50 +0.1%
SC
2003
Stolper & Co
Oklahoma
$9.88M -$76.8K -522 -0.7%
CAC
2004
Core Alternative Capital
Georgia
$9.86M +$973K +6,608 +10%
NWM
2005
Nicola Wealth Management
British Columbia, Canada
$9.83M -$3.24M -22,000 -24%
BAM
2006
Bellevue Asset Management
Washington
$9.83M -$119K -808 -1%
RFWA
2007
RPg Family Wealth Advisory
Massachusetts
$9.82M +$864K +5,868 +9%
BCA
2008
Bray Capital Advisors
Florida
$9.82M -$74.5K -506 -0.7%
AW
2009
Alaethes Wealth
Nevada
$9.81M -$172K -1,168 -2%
HIS
2010
Horizon Investment Services
Indiana
$9.8M -$685K -4,656 -6%
CIM
2011
CIM Investment Management
Pennsylvania
$9.8M -$52.6K -357 -0.5%
BAM
2012
Banta Asset Management
California
$9.79M – – –
MC
2013
Martin & Co
Tennessee
$9.79M +$784K +5,324 +8%
ETC
2014
Exchange Traded Concepts
Oklahoma
$9.77M -$3.83M -26,012 -27%
OCM
2015
Orion Capital Management
California
$9.76M -$155K -1,053 -2%
JSL
2016
JT Stratford LLC
Georgia
$9.72M +$31.2K +212 +0.3%
NL
2017
NVWM LLC
Pennsylvania
$9.71M -$685K -4,651 -6%
HFS
2018
Howard Financial Services
Texas
$9.71M -$407K -2,763 -4%
CPA
2019
Clear Perspective Advisors
Illinois
$9.71M +$950K +6,452 +10%
BFM
2020
Boothbay Fund Management
New York
$9.7M +$3.96M +26,928 +65%
SC
2021
Soundwatch Capital
Connecticut
$9.7M +$10.1M +68,547 New
SJIM
2022
St. Johns Investment Management
Florida
$9.68M -$43.9K -298 -0.4%
OCM
2023
Orleans Capital Management
Louisiana
$9.66M -$4.42K -30 -0%
FWM
2024
Fairhaven Wealth Management
Illinois
$9.65M +$115K +778 +1%
WPC
2025
White Pine Capital
Minnesota
$9.65M -$58.9K -400 -0.6%
79 80
81
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