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Name Holding Trade Value Shares
Change 		Change in
Stake
P
2001
&Partners
Tennessee
$635K – – –
MIC
2002
Meridian Investment Counsel
California
$632K – – –
CFG
2003
Cooper Financial Group
California
$629K -$2.9K -15 -0.5%
CQS
2004
Credential Qtrade Securities
$627K +$143K +737 +32%
AIP
2005
Ahrens Investment Partners
Louisiana
$627K -$9.69K -50 -2%
CPIA
2006
Cornell Pochily Investment Advisors
New York
$626K -$61K -315 -9%
OAM
2007
Oak Asset Management
California
$626K – – –
BO
2008
BRR OpCo
Ohio
$624K -$33.9K -175 -5%
APW
2009
Acima Private Wealth
Virginia
$623K -$19.4K -100 -3%
TFCP
2010
Twin Focus Capital Partners
Massachusetts
$623K +$75K +387 +15%
BDS
2011
Banco de Sabadell
Florida
$621K -$234K -1,206 -28%
AIM
2012
Acropolis Investment Management
Missouri
$621K +$54K +279 +10%
PFA
2013
Professional Financial Advisors
Nebraska
$620K +$585K +3,021 New
NAM
2014
North American Management
Massachusetts
$618K – – –
BFC
2015
Bedel Financial Consulting
Indiana
$618K +$6.39K +33 +1%
RPWA
2016
Regent Peak Wealth Advisors
Georgia
$617K +$582K +3,007 New
AFM
2017
Anson Funds Management
Texas
$616K +$581K +3,000 New
NC
2018
Noked Capital
Israel
$616K +$581K +3,000 New
NI
2019
Noked Israel
Israel
$616K +$581K +3,000 New
BCM
2020
Becker Capital Management
Oregon
$615K -$83.3K -430 -13%
SIC
2021
SFE Investment Counsel
California
$613K -$5.81K -30 -1%
FVCM
2022
F&V Capital Management
Florida
$612K -$6.78K -35 -1%
LP
2023
LGL Partners
Pennsylvania
$612K – – –
HPC
2024
Hobart Private Capital
North Carolina
$607K +$50.2K +259 +10%
TSW
2025
Thompson Siegel & Walmsley
Virginia
$603K -$330K -1,706 -37%
79 80
81
82 83