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Name Holding Trade Value Shares
Change 		Change in
Stake
LIWM
2001
Long Island Wealth Management
New York
$199K +$179K +2,518 New
CSC
2002
Caldwell Sutter Capital
California
$197K +$17.7K +249 +11%
NECFA
2003
New England Capital Financial Advisors
Connecticut
$197K -$854 -12 -0.5%
FFA
2004
First Foundation Advisors
California
$195K -$339K -4,763 -66%
CIR
2005
Clear Investment Research
Georgia
$194K – – –
DIP
2006
DT Investment Partners
Pennsylvania
$190K +$55.6K +781 +44%
TIM
2007
Tortoise Investment Management
New York
$190K -$1.35K -19 -0.8%
BSB
2008
Bangor Savings Bank
Maine
$188K -$45.9K -645 -21%
LB
2009
Legacy Bridge
Iowa
$188K -$34.9K -490 -17%
AIM
2010
Acropolis Investment Management
Missouri
$185K +$71 +1 +0%
CA
2011
Centerpoint Advisors
Massachusetts
$185K -$12.1K -170 -7%
AA
2012
Addison Advisors
Vermont
$183K -$21.2K -298 -11%
HFS
2013
Hantz Financial Services
Michigan
$182K -$1.42K -20 -0.9%
MA
2014
MCF Advisors
Kentucky
$181K – – –
MCM
2015
Manchester Capital Management
Vermont
$180K +$9.04K +127 +6%
GWSG
2016
GPS Wealth Strategies Group
Colorado
$179K -$12.5K -175 -7%
YDMI
2017
Y.D. More Investments
Israel
$178K +$21.4K +300 +15%
RCM
2018
Richardson Capital Management
Wisconsin
$178K +$160K +2,250 New
TWM
2019
Tradition Wealth Management
Minnesota
$172K -$12.9K -181 -8%
ICM
2020
Islay Capital Management
Texas
$168K – – –
GFL
2021
Granite FO LLC
New Hampshire
$167K – – –
AGWCA
2022
Annis Gardner Whiting Capital Advisors
Florida
$167K – – –
CYG
2023
Clean Yield Group
Vermont
$167K -$2.13K -30 -1%
LTI
2024
Laffer Tengler Investments
Tennessee
$163K +$45K +632 +44%
HI
2025
Hoey Investments
Pennsylvania
$158K +$142K +2,000 New
79 80
81
82 83