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Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2001
Tevis Investment Management
Texas
$653K – – –
BFO
2002
Boston Family Office
Massachusetts
$653K -$20.1K -50 -3%
CWA
2003
Clarity Wealth Advisors
California
$651K +$3.61K +9 +0.6%
RHAM
2004
Round Hill Asset Management
California
$651K -$70.2K -175 -10%
HPM
2005
Hoxton Planning & Management
West Virginia
$649K -$34.9K -87 -5%
AT
2006
Arvest Trust
Oklahoma
$649K -$63.4K -158 -9%
MMPW
2007
Mitchell McLeod Pugh & Williams
Alabama
$648K +$2.81K +7 +0.4%
KLCM
2008
KG&L Capital Management
Louisiana
$648K -$28.1K -70 -4%
VWM
2009
Vigilare Wealth Management
Arizona
$647K +$401 +1 +0.1%
WCM
2010
WealthBridge Capital Management
Ohio
$647K +$7.63K +19 +1%
WFMPM
2011
Woodley Farra Manion Portfolio Management
Indiana
$647K +$34.1K +85 +5%
MIC
2012
Means Investment Company
Maine
$645K +$6.82K +17 +1%
FBFS
2013
First Business Financial Services
Wisconsin
$645K +$28.5K +71 +5%
EGM
2014
Engineers Gate Manager
New York
$645K +$177K +441 +37%
DTL
2015
Dynamic Technology Lab
Singapore
$643K +$652K +1,625 New
WI
2016
Wedgewood Investors
Pennsylvania
$641K -$401K -1,000 -38%
CWM
2017
Connecticut Wealth Management
Connecticut
$641K – – –
MKC
2018
M. Kraus & Co
Vermont
$641K – – –
HNWAG
2019
High Net Worth Advisory Group
Florida
$638K +$18.1K +45 +3%
CMTU
2020
Capital Markets Trading (UK)
United Kingdom
$637K +$42.5K +106 +7%
CC
2021
Callan Capital
California
$637K +$84.7K +211 +15%
CWA
2022
Consilio Wealth Advisors
Washington
$636K +$14K +35 +2%
PSC
2023
Prentiss Smith & Co
Vermont
$635K – – –
OPA
2024
Old Port Advisors
Maine
$635K +$644K +1,604 New
SAM
2025
SignalPoint Asset Management
Missouri
$633K +$4.01K +10 +0.6%
79 80
81
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