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Name Holding Trade Value Shares
Change
Change in
Stake
BLWM
2001
Bucket List Wealth Management
Florida
$203K +$208K +5,514 New
DCM
2002
Dudley Capital Management
Virginia
$203K +$208K +5,514 New
CPA
2003
Capital Planning Advisors
California
$203K +$208K +5,513 New
OPCM
2004
Osborne Partners Capital Management
California
$203K +$208K +5,513 New
DLA
2005
Douglas Lane & Associates
New York
$203K +$208K +5,507 New
SCM
2006
Sterneck Capital Management
Missouri
$203K +$208K +5,504 New
BST
2007
Bath Savings Trust
Maine
$203K +$208K +5,500 New
ZIG
2008
Zuckerman Investment Group
Illinois
$203K +$208K +5,496 New
FNBOO
2009
First National Bank of Omaha
Nebraska
$203K +$205K +5,435 New
AWS
2010
Arkfeld Wealth Strategies
Nebraska
$203K +$180K +4,755 New
KWM
2011
Keebeck Wealth Management
Illinois
$203K +$207K +5,491 New
PWW
2012
Pettyjohn Wood & White
Virginia
$202K +$207K +5,476 New
IIC
2013
Integrated Investment Consultants
Michigan
$202K -$7.33K -194 -3%
EL
2014
EWA LLC
Pennsylvania
$202K +$207K +5,470 New
HHCP
2015
Hilton Head Capital Partners
South Carolina
$202K +$206K +5,465 New
PIM
2016
Platinum Investment Management
Australia
$201K -$1.47M -38,970 -88%
NPT
2017
Nixon Peabody Trust
Massachusetts
$201K -$39.8K -1,055 -16%
CPSAC
2018
Chas P. Smith & Associates (CPS)
Florida
$201K +$206K +5,444 New
LFG
2019
Lazard Frères Gestion
France
$200K +$205K +5,433 New
SS
2020
Sunbelt Securities
Texas
$198K +$27.6K +732 +16%
TC
2021
Truvestments Capital
Florida
$198K -$11.6K -306 -5%
RFP
2022
Root Financial Partners
California
$196K +$14.1K +374 +8%
MEG
2023
Millstone Evans Group
Colorado
$195K +$68K +1,800 +52%
GFL
2024
Granite FO LLC
New Hampshire
$194K -$4.27K -113 -2%
TS
2025
Tamar Securities
California
$194K -$234K -6,204 -54%