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Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
2001
US Financial Advisors
Massachusetts
$227K +$32.6K +727 +16%
SS
2002
Sunbelt Securities
Texas
$226K +$229K +5,096 New
NEPWA
2003
New England Private Wealth Advisors
Massachusetts
$225K -$4.22K -94 -2%
FAG
2004
Financial Advisory Group
Texas
$222K – – –
PTC
2005
Provident Trust Company
Wisconsin
$221K – – –
AF
2006
Affiance Financial
Minnesota
$220K +$314 +7 +0.1%
MCM
2007
MV Capital Management
Maryland
$218K – – –
WRM
2008
Weybosset Research & Management
Rhode Island
$217K – – –
CM
2009
Churchill Management
California
$215K +$218K +4,848 New
CA
2010
Cortland Associates
Missouri
$213K – – –
CIC
2011
Chilton Investment Company
Connecticut
$213K +$216K +4,815 New
USGIU
2012
U.S. Global Investors (USGI)
Texas
$212K – – –
ESBC
2013
E.S. Barr & Co
Kentucky
$211K -$27K -602 -11%
CCM
2014
Canal Capital Management
Virginia
$210K -$1.11M -24,644 -84%
LWA
2015
Lenox Wealth Advisors
New York
$210K +$159K +3,538 +291%
AEPG
2016
American Economic Planning Group
New Jersey
$208K +$211K +4,707 New
CCM
2017
Condor Capital Management
New Jersey
$205K +$3.14K +70 +2%
MP
2018
Manifold Partners
California
$204K -$655K -14,590 -76%
KP
2019
Keel Point
Alabama
$204K +$8.98K +200 +5%
SAM
2020
Selway Asset Management
$204K +$207K +4,600 New
TSU
2021
TD Securities (USA)
New York
$202K -$147M -3,271,669 -100%
KIA
2022
King Investment Advisors
Texas
$202K -$1.01M -22,587 -83%
ECM
2023
Exchange Capital Management
Michigan
$200K +$202K +4,508 New
KF
2024
Krilogy Financial
Missouri
$183K +$186K +4,143 New
BCA
2025
Bray Capital Advisors
Florida
$181K +$37.9K +844 +26%
79 80
81
82 83