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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2001
ClariVest Asset Management
California
$124K -$292 -2 -0.2%
TFO
2002
Tarbox Family Office
California
$118K – – –
TAM
2003
Trust Asset Management
Texas
$107K – – –
GBT
2004
Grove Bank & Trust
Florida
$99K -$169K -1,160 -64%
IP
2005
Isthmus Partners
Wisconsin
$96K – – –
HCM
2006
Horrell Capital Management
Arkansas
$94K -$15.2K -104 -14%
RI
2007
Redwood Investments
Massachusetts
$93K – – –
RAM
2008
Riggs Asset Management
Pennsylvania
$84K -$10.2K -70 -11%
IF
2009
Ironwood Financial
Arizona
$82K +$30.5K +209 +62%
DVM
2010
Dreman Value Management
Florida
$79K – – –
WCM
2011
Wealthcare Capital Management
Virginia
$75K – – –
TJHA
2012
Thomas J. Herzfeld Advisors
Florida
$74K +$20.9K +143 +41%
MIP
2013
Mondrian Investment Partners
United Kingdom
$69K – – –
WAS
2014
Winch Advisory Services
Wisconsin
$63K +$146 +1 +0.2%
TCCM
2015
Timber Creek Capital Management
Massachusetts
$62K -$11.5K -79 -16%
SCA
2016
Stuart Chaussee & Associates
California
$62K – – –
KAS
2017
Kemnay Advisory Services
New York
$60K – – –
PHK
2018
Point72 Hong Kong
Hong Kong
$60K +$51.6K +354 +843%
LWA
2019
Lenox Wealth Advisors
New York
$54K – – –
NO
2020
Ninety One
South Africa
$52K +$50.8K +348 New
RBC
2021
Roble Belko & Company
Pennsylvania
$51K -$1.17K -8 -2%
MS
2022
Marshall & Sullivan
Washington
$47K – – –
RWM
2023
Raffa Wealth Management
District of Columbia
$42.9K -$45.7K -313 -52%
SFPM
2024
Sensible Financial Planning & Management
Massachusetts
$39K – – –
SA
2025
SRH Advisors
Kansas
$35K -$15.2K -104 -31%
79 80
81
82 83