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Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
2001
Hexagon Capital Partners
Arkansas
$1.57M +$38.5K +101 +3%
KCM
2002
KRS Capital Management
Michigan
$1.57M +$1.44M +3,781 New
WDC
2003
Woodward Diversified Capital
California
$1.57M +$77.7K +204 +6%
MIM
2004
Merrion Investment Management
New Jersey
$1.56M – – –
HPWM
2005
Highland Private Wealth Management
Washington
$1.56M +$95.6K +251 +7%
CWA
2006
Canvas Wealth Advisors
Kansas
$1.56M -$83.4K -219 -6%
WMA
2007
West Michigan Advisors
Michigan
$1.55M +$1.43M +3,744 New
1IA
2008
1620 Investment Advisors
Massachusetts
$1.55M +$1.42M +3,741 New
AF
2009
Aldebaran Financial
$1.55M +$28.6K +75 +2%
HFG
2010
Heron Financial Group
New York
$1.55M -$1.14K -3 -0.1%
FFC
2011
First Financial Corp
Indiana
$1.55M -$76.5K -201 -5%
CGFA
2012
Colton Groome Financial Advisors
North Carolina
$1.55M +$49.5K +130 +4%
WC
2013
Westhampton Capital
North Carolina
$1.54M – – –
AC
2014
Apella Capital
Connecticut
$1.54M -$68.9K -181 -5%
TP
2015
Tranquility Partners
Tennessee
$1.53M +$16K +42 +1%
CL
2016
CPWM LLC
Washington
$1.53M – – –
SAM
2017
S.A. Mason
Michigan
$1.52M – – –
PTC
2018
Philadelphia Trust Company
Pennsylvania
$1.52M +$11.4K +30 +0.8%
TA
2019
TKG Advisors
Indiana
$1.51M +$1.38M +3,637 New
CAC
2020
Cowen and Company
New York
$1.51M +$1.38M +3,630 +1%
TF
2021
Trek Financial
Arizona
$1.5M -$133K -350 -9%
FCM
2022
Firestone Capital Management
Florida
$1.5M -$3.81K -10 -0.3%
CFO
2023
Collective Family Office
Pennsylvania
$1.5M +$50.6K +133 +4%
LBC
2024
Lawrence B. Cohen
$1.5M +$975K +2,560 +241%
GFP
2025
Guardian Financial Partners
California
$1.5M +$1.38M +3,619 New
79 80
81
82 83