We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2001
Byrne Asset Management
New Jersey
$124K +$61.4K +508 +80%
QC
2002
Quent Capital
New York
$122K -$2.54K -21 -2%
PFGIA
2003
Patriot Financial Group Insurance Agency
Massachusetts
$121K +$5.92K +49 +5%
RIM
2004
Rockbridge Investment Management
New York
$119K -$17.3K -143 -11%
WBC
2005
West Branch Capital
Massachusetts
$117K +$363 +3 +0.3%
SWA
2006
SOA Wealth Advisors
New York
$113K -$2.54K -21 -2%
FBT
2007
First Bank & Trust
South Dakota
$110K -$56.4K -467 -31%
RCG
2008
Rock Creek Group
District of Columbia
$106K -$6.41K -53 -5%
CTB
2009
Country Trust Bank
Illinois
$106K
TIM
2010
Tortoise Investment Management
New York
$104K
M
2011
Mirova
France
$102K -$591K -4,889 -84%
AP
2012
Arlington Partners
Alabama
$98K -$267K -2,213 -71%
CCMW
2013
Cypress Capital Management (Wyoming)
Wyoming
$98K
BEI
2014
Benjamin Edwards Inc
Missouri
$96K -$141K -1,168 -57%
CHA
2015
Carmichael Hill & Associates
Maryland
$96K -$50.6K -419 -32%
ME
2016
McIlrath & Eck
Washington
$96K
BCMLT
2017
Beacon Capital Management LLC (Tennessee)
Tennessee
$94K
SIS
2018
Sound Income Strategies
Florida
$93K -$30.8K -255 -23%
CC
2019
Corsicana & Co
Texas
$92K
NR
2020
Newfound Research
Massachusetts
$91K -$28.8K -238 -22%
CBT
2021
Central Bank & Trust
Kentucky
$90K
PCTC
2022
Perkins Coie Trust Company
Washington
$87K -$41.2K -341 -30%
HRC
2023
Hoertkorn Richard Charles
$87K
AAP
2024
Arax Advisory Partners
Colorado
$86K +$1.45K +12 +2%
MIFH
2025
Migdal Insurance & Financial Holdings
Israel
$86K +$13.7K +113 +16%