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Name Holding Trade Value Shares
Change 		Change in
Stake
FFAM
2001
Forge First Asset Management
Canada
$654K – – –
TIM
2002
Tevis Investment Management
Texas
$653K – – –
BFO
2003
Boston Family Office
Massachusetts
$653K -$20.1K -50 -3%
CWA
2004
Clarity Wealth Advisors
California
$651K +$3.61K +9 +0.6%
RHAM
2005
Round Hill Asset Management
California
$651K -$70.2K -175 -10%
HPM
2006
Hoxton Planning & Management
West Virginia
$649K -$34.9K -87 -5%
AT
2007
Arvest Trust
Oklahoma
$649K -$63.4K -158 -9%
MMPW
2008
Mitchell McLeod Pugh & Williams
Alabama
$648K +$2.81K +7 +0.4%
KLCM
2009
KG&L Capital Management
Louisiana
$648K -$28.1K -70 -4%
VWM
2010
Vigilare Wealth Management
Arizona
$647K +$401 +1 +0.1%
WCM
2011
WealthBridge Capital Management
Ohio
$647K +$7.63K +19 +1%
WFMPM
2012
Woodley Farra Manion Portfolio Management
Indiana
$647K +$34.1K +85 +5%
MIC
2013
Means Investment Company
Maine
$645K +$6.82K +17 +1%
FBFS
2014
First Business Financial Services
Wisconsin
$645K +$28.5K +71 +5%
EGM
2015
Engineers Gate Manager
New York
$645K +$177K +441 +37%
DTL
2016
Dynamic Technology Lab
Singapore
$643K +$652K +1,625 New
WI
2017
Wedgewood Investors
Pennsylvania
$641K -$401K -1,000 -38%
CWM
2018
Connecticut Wealth Management
Connecticut
$641K – – –
MKC
2019
M. Kraus & Co
Vermont
$641K – – –
HNWAG
2020
High Net Worth Advisory Group
Florida
$638K +$18.1K +45 +3%
CMTU
2021
Capital Markets Trading (UK)
United Kingdom
$637K +$42.5K +106 +7%
CC
2022
Callan Capital
California
$637K +$84.7K +211 +15%
CWA
2023
Consilio Wealth Advisors
Washington
$636K +$14K +35 +2%
PSC
2024
Prentiss Smith & Co
Vermont
$635K – – –
OPA
2025
Old Port Advisors
Maine
$635K +$644K +1,604 New
79 80
81
82 83