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Name Holding Trade Value Shares
Change 		Change in
Stake
OKSA
2001
O'Keefe Stevens Advisory
New York
– -$222K -1,647 Closed
CGT
2002
Capital Guardian Trust
California
– -$220K -1,631 Closed
SAM
2003
Security Asset Management
New York
– -$218K -1,619 Closed
CTA
2004
Colonial Trust Advisors
South Carolina
– -$215K -1,590 Closed
GRQ
2005
Gardner Russo & Quinn
Pennsylvania
– -$213K -1,582 Closed
MS
2006
Marshall & Sullivan
Washington
– -$212K -1,569 Closed
PD
2007
Planning Directions
Pennsylvania
– -$210K -1,559 Closed
GIP
2008
Greatmark Investment Partners
Georgia
– -$209K -1,549 Closed
AHC
2009
Adell Harriman & Carpenter
Texas
– -$207K -1,537 Closed
FMC
2010
First Merchants Corp
Indiana
– -$206K -1,527 Closed
LCM
2011
Leisure Capital Management
California
– -$203K -1,504 Closed
BKA
2012
Brick & Kyle Associates
Pennsylvania
– -$202K -1,501 Closed
GI
2013
Glovista Investments
New Jersey
– -$201K -1,492 Closed
DI
2014
DFPG Investments
Utah
– -$200K -1,468 Closed
LPC
2015
Loeb Partners Corp
New York
– -$187K -1,386 Closed
DBT
2016
Dubuque Bank & Trust
Iowa
– -$181K -1,338 Closed
HCA
2017
Horan Capital Advisors
Ohio
– -$153K -1,135 Closed
PVH
2018
Psagot Value Holdings
Israel
– -$124K -920 Closed
WA
2019
WP Advisors
California
– -$1.23K -913 Closed
AWM
2020
Aevitas Wealth Management
Massachusetts
– -$118K -881 Closed
FC
2021
Ferris Capital
Massachusetts
– -$99K -734 Closed
SAM
2022
Strategy Asset Managers
California
– -$96K -711 Closed
MSA
2023
Marino Stram & Associates
Massachusetts
– -$91K -672 Closed
OWA
2024
One Wealth Advisors
California
– -$87K -645 Closed
OFW
2025
Omnia Family Wealth
Florida
– -$85K -630 Closed
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