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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2001
Harvey Capital Management
Florida
$1.29M -$96.9K -600 -7%
AA
2002
Apriem Advisors
California
$1.29M +$49.1K +304 +4%
AW
2003
Alaethes Wealth
Nevada
$1.29M +$104K +644 +8%
QI
2004
Qtron Investments
Massachusetts
$1.29M -$101K -626 -7%
NAS
2005
Nicolet Advisory Services
Wisconsin
$1.29M -$98.4K -609 -7%
MSA
2006
Marino Stram & Associates
Massachusetts
$1.29M +$42.3K +262 +3%
AFA
2007
AllGen Financial Advisors
Florida
$1.28M +$77.8K +482 +6%
WIC
2008
Woodmont Investment Counsel
Tennessee
$1.28M +$7.91K +49 +0.6%
FDS
2009
First Dallas Securities
Texas
$1.28M +$8.07K +50 +0.6%
SC
2010
Schulhoff & Co
Ohio
$1.28M +$24.2K +150 +2%
OWA
2011
Octavia Wealth Advisors
Ohio
$1.28M +$156K +969 +13%
HPWM
2012
Highland Private Wealth Management
Washington
$1.28M -$45.4K -281 -3%
VWM
2013
Valley Wealth Managers
New Jersey
$1.27M -$320K -1,983 -19%
KIC
2014
Kensington Investment Counsel
California
$1.27M +$1.33M +8,205 New
TIM
2015
Tevis Investment Management
Texas
$1.27M +$1.33M +8,226 New
BCA
2016
Bay Colony Advisors
Massachusetts
$1.27M -$827K -5,118 -38%
WP
2017
WealthShield Partners
North Carolina
$1.27M +$861K +5,334 +187%
RIG
2018
Roosevelt Investment Group
New York
$1.26M +$59.1K +366 +5%
PCM
2019
Pennsylvania Capital Management
Pennsylvania
$1.26M +$969K +6,000 +282%
MCM
2020
Mainstay Capital Management
Michigan
$1.26M -$297K -1,837 -18%
PWAC
2021
Private Wealth Advisors (California)
California
$1.25M +$1.3M +8,067 New
HKIM
2022
Hayek Kallen Investment Management
Alabama
$1.24M +$84K +520 +7%
GDP
2023
Great Diamond Partners
Maine
$1.24M -$45.2K -280 -3%
GWMIA
2024
Global Wealth Management Investment Advisory
Florida
$1.24M +$90K +557 +7%
TW
2025
TrinityPoint Wealth
Connecticut
$1.24M +$68.6K +425 +6%
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