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Name Holding Trade Value Shares
Change
Change in
Stake
MC
2001
Mathes Company
New York
$630K -$98.6K -1,238 -13%
HGERS
2002
Householder Group Estate & Retirement Specialist
Arizona
$628K +$653K +8,197 New
CFA
2003
Capstone Financial Advisors
Illinois
$627K +$319 +4 +0%
BOM
2004
Bank of Marin
California
$625K -$127K -1,589 -16%
BIM
2005
Barton Investment Management
Pennsylvania
$625K -$14K -176 -2%
AFC
2006
AFT Forsyth & Company
Florida
$624K +$2.47K +31 +0.4%
SWA
2007
Sax Wealth Advisors
New Jersey
$623K -$43.8K -550 -6%
CIC
2008
Chase Investment Counsel
Virginia
$622K +$16.3K +205 +3%
UAML
2009
US Asset Management LLC
Pennsylvania
$621K -$58.9K -740 -8%
VCM
2010
Vigilant Capital Management
Maine
$621K +$113K +1,415 +21%
CIA
2011
Cladis Investment Advisory
Montana
$619K +$644K +8,083 New
NJBEST
2012
New Jersey Better Educational Savings Trust
New Jersey
$619K -$78.9K -990 -11%
IGGA
2013
Iron Gate Global Advisors
Utah
$618K +$16.8K +211 +3%
DAC
2014
Dividend Assets Capital
South Carolina
$617K -$16.7K -210 -3%
PNAA
2015
Pictet North America Advisors
Switzerland
$615K
PCMM
2016
Piedmont Capital Management (Montana)
Montana
$614K +$27.9K +350 +5%
AFP
2017
Ausdal Financial Partners
Iowa
$614K +$62.6K +786 +11%
AA
2018
AlphaCentric Advisors
Puerto Rico
$613K -$139K -1,750 -18%
I2I
2019
Insight 2811 Inc
Illinois
$613K +$8.68K +109 +1%
IF
2020
IRON Financial
Illinois
$613K +$63.1K +792 +11%
CCI
2021
Credit Capital Investments
New Jersey
$613K +$637K +8,000 New
CIM
2022
Chapman Investment Management
California
$612K -$249K -3,124 -28%
WAM
2023
Weatherly Asset Management
California
$612K -$21.7K -273 -3%
DAM
2024
Deltec Asset Management
New York
$608K -$319K -4,000 -34%
CAM
2025
Claret Asset Management
Quebec, Canada
$605K -$2.87K -36 -0.5%