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Name Holding Trade Value Shares
Change 		Change in
Stake
SIGI
2001
Susquehanna International Group (Ireland)
Ireland
$437K +$215K +616 +101%
EWM
2002
Evermay Wealth Management
Virginia
$435K – – –
FWP
2003
Firethorn Wealth Partners
Georgia
$432K +$48.1K +138 +13%
NB
2004
NBT Bank
New York
$431K – – –
XWM
2005
Xcel Wealth Management
Florida
$430K +$3.14K +9 +0.8%
SAM
2006
Summit Asset Management
Tennessee
$429K -$16.4K -47 -4%
FFW
2007
Fusion Family Wealth
New York
$429K – – –
SAMT
2008
Select Asset Management & Trust
Pennsylvania
$428K -$172K -494 -29%
MIM
2009
Moseley Investment Management
Florida
$428K -$12.6K -36 -3%
CHA
2010
Carmichael Hill & Associates
Maryland
$426K +$349 +1 +0.1%
PIM
2011
Profit Investment Management
Maryland
$425K – – –
SCI
2012
S&CO Inc
Massachusetts
$425K – – –
WCM
2013
Wallace Capital Management
Texas
$425K – – –
CL
2014
Choreo LLC
Illinois
$424K +$2.09K +6 +0.5%
BFG
2015
Berger Financial Group
Minnesota
$424K +$121K +348 +41%
TSS
2016
Two Sigma Securities
New York
$424K +$416K +1,191 New
BL
2017
Balentine LLC
Georgia
$423K +$60.7K +174 +17%
LAM
2018
LifePro Asset Management
California
$422K -$28.3K -81 -6%
MSFP
2019
Mark Sheptoff Financial Planning
Connecticut
$422K +$349 +1 +0.1%
CIA
2020
Citadel Investment Advisory
Ohio
$420K -$12.2K -35 -3%
CC
2021
Courier Capital
New York
$419K +$5.93K +17 +1%
DWP
2022
Destiny Wealth Partners
Florida
$418K -$154K -440 -27%
SPIO
2023
Seven Post Investment Office
California
$415K -$20.9K -60 -5%
CCM
2024
Crew Capital Management
Ohio
$414K +$406K +1,163 New
EPA
2025
Element Pointe Advisors
Florida
$413K – – –
79 80
81
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