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Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2001
Piershale Financial Group
Illinois
$137K +$6.07K +43 +5%
CAM
2002
ClariVest Asset Management
California
$127K -$131K -930 -53%
FI
2003
FCM Investments
Texas
$127K – – –
NHFG
2004
New Harbor Financial Group
Massachusetts
$126K -$11.7K -83 -9%
SFG
2005
Sage Financial Group
Pennsylvania
$126K +$141 +1 +0.1%
TFO
2006
Tarbox Family Office
California
$119K +$2.4K +17 +2%
BL
2007
Balentine LLC
Georgia
$116K -$6.07K -43 -5%
HCM
2008
Horrell Capital Management
Arkansas
$111K -$14.8K -105 -13%
CWM
2009
Catamount Wealth Management
Connecticut
$110K +$26.5K +188 +35%
TAM
2010
Trust Asset Management
Texas
$108K – – –
MFT
2011
Moisand Fitzgerald Tamayo
Florida
$103K +$84K +595 +708%
GXMC
2012
Global X Management Company
New York
$101K +$28.2K +200 +43%
IP
2013
Isthmus Partners
Wisconsin
$97K – – –
RAM
2014
Riggs Asset Management
Pennsylvania
$96K -$16.8K -119 -16%
RI
2015
Redwood Investments
Massachusetts
$94K -$1.41K -10 -2%
RWM
2016
Raffa Wealth Management
District of Columbia
$91K – – –
DVM
2017
Dreman Value Management
Florida
$79K +$73.7K +522 New
SLF
2018
Sun Life Financial
Ontario, Canada
$76.2K -$386K -2,732 -23%
WCM
2019
Wealthcare Capital Management
Virginia
$76K -$5.93K -42 -8%
AIM
2020
Assured Investment Management
New York
$76K +$70K +496 New
TCCM
2021
Timber Creek Capital Management
Massachusetts
$75K – – –
MIP
2022
Mondrian Investment Partners
United Kingdom
$70K – – –
TSU
2023
TD Securities (USA)
New York
$67K -$282 -2 -0.5%
WAS
2024
Winch Advisory Services
Wisconsin
$63K -$565 -4 -1%
SCA
2025
Stuart Chaussee & Associates
California
$60K -$8.9K -63 -13%
79 80
81
82 83