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Name Holding Trade Value Shares
Change 		Change in
Stake
GAAM
2001
Guinness Atkinson Asset Management
California
$756K +$105K +2,144 +17%
RI
2002
Ridgewood Investments
New Jersey
$756K -$24.6K -501 -3%
AI
2003
ArchPoint Investors
Florida
$754K – – –
LK
2004
Lumbard & Kellner
New Hampshire
$753K +$1.92K +39 +0.3%
CCM
2005
Chilton Capital Management
Texas
$752K +$19.8K +402 +3%
BV
2006
Boxwood Ventures
Illinois
$752K – – –
FHC
2007
Forest Hill Capital
Arkansas
$752K – – –
VFA
2008
Voya Financial Advisors
Connecticut
$752K +$12.4K +252 +2%
UCMOK
2009
United Capital Management of KS
Kansas
$751K +$714K +14,507 New
JAFL
2010
Jay A. Fishman Ltd
Michigan
$750K -$4.92K -100 -0.7%
HI
2011
Human Investing
Oregon
$750K +$140K +2,837 +24%
SQA
2012
Simon Quick Advisors
New Jersey
$750K +$43.4K +883 +6%
GEA
2013
Glen Eagle Advisors
New Jersey
$749K +$58.4K +1,188 +9%
CPA
2014
Capital Planning Advisors
California
$749K -$19.6K -399 -3%
PP
2015
Patron Partners
Texas
$747K +$40.4K +821 +6%
HC
2016
Hamilton Capital
Ohio
$746K +$45.4K +924 +7%
BOPW
2017
Brandywine Oak Private Wealth
Pennsylvania
$746K -$49.9K -1,015 -7%
SLT
2018
St Louis Trust
Missouri
$745K – – –
VC
2019
Vicus Capital
Pennsylvania
$739K +$113K +2,307 +19%
TL
2020
Tradewinds LLC
North Carolina
$739K -$11.1K -226 -2%
LMKC
2021
L.M. Kohn & Company
Ohio
$738K +$46.4K +943 +7%
HIM
2022
Hillsdale Investment Management
Ontario, Canada
$738K +$46.7K +950 +7%
KWM
2023
Kolinsky Wealth Management
New Jersey
$736K +$58.9K +1,198 +9%
TNA
2024
True North Advisors
Texas
$736K -$311K -6,328 -31%
OFG
2025
Oxford Financial Group
Indiana
$736K +$352K +7,166 +102%
79 80
81
82 83