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Name Holding Trade Value Shares
Change 		Change in
Stake
SBA
2001
Secrest Blakey & Associates
North Carolina
$537K -$11.1K -188 -2%
KA
2002
KLCM Advisors
Wisconsin
$537K +$41.2K +696 +8%
RA
2003
Rational Advisors
New York
$536K +$572K +9,661 +4,025%
FDCC
2004
Foster Dykema Cabot & Co
Massachusetts
$535K -$93.1K -1,574 -14%
AA
2005
Aufman Associates
Pennsylvania
$534K +$592 +10 +0.1%
SIA
2006
Soltis Investment Advisors
Utah
$533K -$6.98K -118 -1%
FSA
2007
Financial Sense Advisors
California
$531K -$23.8K -402 -4%
VCP
2008
Verus Capital Partners
Arizona
$530K -$6.8K -115 -1%
CC
2009
Callan Capital
California
$529K +$579K +9,780 New
HWM
2010
Howard Wealth Management
Connecticut
$528K -$7.22K -122 -1%
IWS
2011
Insight Wealth Strategies
California
$528K +$24.7K +418 +4%
BMCM
2012
Bryn Mawr Capital Management
Pennsylvania
$527K -$1.95K -33 -0.3%
WCM
2013
Weik Capital Management
Pennsylvania
$527K – – –
CWM
2014
Concentrum Wealth Management
California
$525K -$25.8K -436 -4%
SIM
2015
SSI Investment Management
California
$523K -$6.74K -114 -1%
SRC
2016
Sage Rhino Capital
California
$519K +$2.66K +45 +0.5%
HFAS
2017
Hummer Financial Advisory Services
Illinois
$519K +$11.8K +200 +2%
ARMT
2018
Amica Retiree Medical Trust
Rhode Island
$518K -$567K -9,578 -50%
HKAM
2019
Horizon Kinetics Asset Management
New York
$518K +$9.52K +161 +2%
RSWM
2020
Robertson Stephens Wealth Management
California
$515K +$563K +9,525 New
TWM
2021
Titus Wealth Management
California
$512K +$13.3K +224 +2%
FA
2022
Financial Advisors
Massachusetts
$512K +$47.3K +800 +9%
BA
2023
Bennicas & Associates
California
$510K – – –
LWANC
2024
Laurel Wealth Advisors (North Carolina)
North Carolina
$510K +$112K +1,894 +25%
SCM
2025
Silvant Capital Management
Georgia
$509K – – –
79 80
81
82 83