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Name Holding Trade Value Shares
Change 		Change in
Stake
EWG
2001
Executive Wealth Group
Washington
$290K +$570 +12 +0.2%
VWA
2002
V Wealth Advisors
Kansas
$289K +$279K +5,879 New
KIA
2003
Kopp Investment Advisors
Minnesota
$286K -$5.46K -115 -2%
CWA
2004
Clarus Wealth Advisors
Arizona
$283K -$27.6K -580 -10%
FHB
2005
First Hawaiian Bank
Hawaii
$283K -$8.03K -169 -3%
BWM
2006
BigSur Wealth Management
Florida
$282K +$26.9K +565 +12%
KWA
2007
KCS Wealth Advisory
California
$279K -$30.2K -635 -11%
SS
2008
Sunbelt Securities
Texas
$278K -$7.46K -157 -3%
VNA
2009
VNBTrust National Association
Virginia
$278K – – –
WA
2010
WESPAC Advisors
California
$277K +$253K +5,323 New
UC
2011
Unio Capital
New Jersey
$276K -$66.5K -1,400 -21%
PHS
2012
Pekin Hardy Strauss
Illinois
$275K -$185K -3,900 -42%
AMM
2013
American Money Management
California
$273K -$5.94K -125 -2%
ACM
2014
AUA Capital Management
Pennsylvania
$273K – – –
SAM
2015
Security Asset Management
New York
$273K +$9.5K +200 +4%
TIM
2016
Total Investment Management
Arizona
$273K +$20K +421 +9%
VA
2017
Valmark Advisers
Ohio
$271K -$13.8K -290 -5%
NEPWA
2018
New England Private Wealth Advisors
Massachusetts
$270K -$160K -3,364 -39%
CP
2019
Camelot Portfolios
Ohio
$269K -$15.4K -324 -6%
SAM
2020
Silphium Asset Management
United Kingdom
$269K +$245K +5,160 New
CRIG
2021
Charter Research & Investment Group
Connecticut
$268K -$9.12K -192 -4%
SRC
2022
Stone Run Capital
New York
$268K +$7.6K +160 +3%
TFS
2023
TrustCore Financial Services
Tennessee
$268K +$61.4K +1,293 +34%
HCM
2024
HMS Capital Management
Tennessee
$268K +$244K +5,138 New
FLII
2025
First Long Island Investors
New York
$267K -$1.52K -32 -0.6%
79 80
81
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