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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2001
Baystate Wealth Management
Massachusetts
$1.14M -$44.7K -480 -3%
MPI
2002
Mairs & Power Inc
Minnesota
$1.14M -$27.9K -300 -2%
ACM
2003
Advisors Capital Management
New Jersey
$1.14M +$87.6K +940 +8%
TAA
2004
TB Alternative Assets
Cayman Islands
$1.14M -$1.86M -20,000 -63%
SC
2005
Sovarnum Capital
New York
$1.14M -$745K -8,000 -40%
RGNCM
2006
R.G. Niederhoffer Capital Management
New York
$1.14M -$373K -4,000 -25%
ACC
2007
Accident Compensation Corp
New Zealand
$1.14M -$186K -2,000 -14%
IFLIT
2008
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.14M +$1.12M +12,000 New
HFS
2009
Howard Financial Services
Texas
$1.13M +$55.9K +600 +5%
DBRC
2010
D.B. Root & Company
Pennsylvania
$1.13M +$1.86K +20 +0.2%
CAM
2011
Crestone Asset Management
Colorado
$1.13M -$9.31K -100 -0.8%
GCC
2012
Guardian Capital (Canada)
Ontario, Canada
$1.13M -$348K -3,740 -24%
CPSAC
2013
Chas P. Smith & Associates (CPS)
Florida
$1.13M -$20.5K -220 -2%
SCM
2014
Southport Capital Management
Tennessee
$1.12M -$52.2K -560 -5%
DI
2015
Diligent Investors
California
$1.12M -$55.9K -600 -5%
FC
2016
Ferris Capital
Massachusetts
$1.11M -$24.2K -260 -2%
TI
2017
Truepoint Inc
Ohio
$1.11M +$11.2K +120 +1%
SWP
2018
Strategic Wealth Partners
Ohio
$1.11M +$63.3K +680 +6%
GHAM
2019
Gilman Hill Asset Management
Connecticut
$1.11M -$46.6K -500 -4%
MHIC
2020
Marble Harbor Investment Counsel
Massachusetts
$1.11M +$5.59K +60 +0.5%
SSW
2021
Smith Shellnut Wilson
Mississippi
$1.1M -$116K -1,240 -10%
W
2022
Wealthquest
Ohio
$1.1M -$9.31K -100 -0.9%
VCM
2023
Virtue Capital Management
Tennessee
$1.1M +$384K +4,120 +55%
WLIM
2024
White Lighthouse Investment Management
Massachusetts
$1.1M +$1.08M +11,620 New
AAS
2025
Annex Advisory Services
Wisconsin
$1.1M +$162K +1,740 +18%