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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
2001
Boulegeris Investments
Georgia
$490K +$217K +4,180 +78%
IF
2002
IRON Financial
Illinois
$484K -$4.05K -78 -0.8%
SIMM
2003
Stillwater Investment Management (Minnesota)
Minnesota
$484K +$55.4K +1,066 +13%
FPB
2004
First PREMIER Bank
South Dakota
$483K +$20.8K +400 +4%
GVT
2005
Genesee Valley Trust
New York
$479K +$16.9K +325 +4%
BOS
2006
Bingham Osborn & Scarborough
California
$478K -$56.4K -1,086 -10%
CPA
2007
Cowen Prime Advisors
New York
$473K – – –
CAL
2008
Capital Advisors Ltd
Ohio
$471K -$8.31K -160 -2%
RPA
2009
Rock Point Advisors
Vermont
$470K +$8.83K +170 +2%
DBG
2010
De Burlo Group
Massachusetts
$469K +$14.9K +287 +3%
TT
2011
Tiedemann Trust
Delaware
$467K -$10.4K -200 -2%
WC
2012
Wexford Capital
Florida
$466K -$2.94M -56,600 -86%
NYLT
2013
New York Life Trust
New York
$466K -$104K -2,002 -18%
PCMM
2014
Private Capital Management (Minnesota)
Minnesota
$463K +$114K +2,200 +32%
WOC
2015
West Oak Capital
California
$461K +$5.2K +100 +1%
CC
2016
Capital Counsel
New York
$458K -$41.6K -800 -8%
GA
2017
Geller Advisors
New York
$455K – – –
SCM
2018
Southport Capital Management
Tennessee
$453K -$15.9K -306 -3%
CWM
2019
Cedar Wealth Management
California
$452K +$47.8K +920 +12%
KTC
2020
Kistler-Tiffany Companies
Pennsylvania
$452K +$124K +2,382 +37%
CPIG
2021
Chicago Partners Investment Group
Illinois
$450K +$245K +4,716 +116%
KA
2022
Klingman & Associates
New York
$449K – – –
WG
2023
Welch Group
Alabama
$448K -$213K -4,108 -32%
GS
2024
Girard Securities
California
$446K -$50.6K -974 -10%
NFC
2025
Northeast Financial Consultants
Connecticut
$446K +$109K +2,100 +32%
79 80
81
82 83