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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2001
Summit Asset Management
Tennessee
$551K +$471 +4 +0.1%
SWM
2002
Sculati Wealth Management
Michigan
$551K +$539K +4,574 New
QPWM
2003
Quadrant Private Wealth Management
Pennsylvania
$549K -$12.6K -107 -2%
SA
2004
Sicart Associates
New York
$547K +$17.7K +150 +3%
DS
2005
DRW Securities
Illinois
$546K +$533K +4,528 New
SLA
2006
Silver Lake Advisory
Utah
$545K -$71.1K -604 -12%
TAM
2007
Townsend Asset Management
North Carolina
$545K +$532K +4,520 New
RIG
2008
Renaissance Investment Group
Massachusetts
$544K +$23.6K +200 +5%
SCG
2009
Sonata Capital Group
Washington
$543K – – –
CAM
2010
Cubic Asset Management
Massachusetts
$543K +$34.7K +295 +7%
FAT
2011
First American Trust
California
$541K -$94.5K -802 -15%
NPGCU
2012
Napier Park Global Capital (US)
New York
$541K +$530K +4,500 New
PIA
2013
Pinion Investment Advisors
Kansas
$540K +$19.1K +162 +4%
AI
2014
Accredited Investors
Minnesota
$538K +$7.07K +60 +1%
BRA
2015
Biechele Royce Advisors
Indiana
$537K -$3.89K -33 -0.7%
ACM
2016
Anfield Capital Management
California
$536K +$571K +4,846 New
TFF
2017
The Family Firm
Maryland
$535K -$47.2K -401 -8%
VCM
2018
Vigilant Capital Management
Maine
$535K -$6.6K -56 -1%
RWB
2019
RMR Wealth Builders
New Jersey
$535K +$523K +4,443 New
RAM
2020
RWC Asset Management
United Kingdom
$534K +$522K +4,430 New
NBG
2021
Nancy B. Gardiner
$531K +$90.1K +765 +21%
APW
2022
Austin Private Wealth
Texas
$531K +$519K +4,406 New
TF
2023
TLWM Financial
Texas
$529K -$824 -7 -0.2%
KBG
2024
Kahn Brothers Group
New York
$527K – – –
HA
2025
Harbor Advisors
Florida
$527K – – –
79 80
81
82 83