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Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
2001
Cable Hill Partners
Oregon
$1.07M +$215K +2,947 +26%
CPA
2002
Clear Perspective Advisors
Illinois
$1.07M -$118K -1,609 -10%
CCWA
2003
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.07M +$1.05M +14,390 New
TAM
2004
Todd Asset Management
Kentucky
$1.07M – – –
NP
2005
NorthRock Partners
Minnesota
$1.06M +$383K +5,248 +58%
CA
2006
Capital Advantage
California
$1.06M -$57.3K -785 -5%
HCM
2007
HMS Capital Management
Tennessee
$1.06M +$1.04M +14,247 New
WP
2008
WealthSource Partners
California
$1.06M -$18.3K -251 -2%
JG
2009
Jefferies Group
New York
$1.06M -$34.8M -476,830 -97%
CC
2010
Cognios Capital
Kansas
$1.06M -$127K -1,736 -11%
GHA
2011
Garcia Hamilton & Associates
Texas
$1.05M -$1.18M -16,141 -53%
QCMA
2012
Quad Capital Management Advisors
New York
$1.04M +$1.02M +14,000 New
LGC
2013
Laurel Grove Capital
California
$1.04M – – –
SWA
2014
SFMG Wealth Advisors
Texas
$1.04M +$2.92K +40 +0.3%
BEC
2015
Blue Edge Capital
Virginia
$1.04M +$46.2K +632 +5%
BI
2016
Bramshill Investments
Florida
$1.04M -$71.3K -976 -7%
VIA
2017
Vantage Investment Advisors
Pennsylvania
$1.03M +$51.3K +702 +5%
HJA
2018
Hugh Johnson Advisors
New York
$1.03M +$355K +4,863 +54%
FC
2019
Forte Capital
New York
$1.03M +$61.4K +840 +6%
GA
2020
Greytown Advisors
Florida
$1.03M +$463K +6,337 +84%
NCM
2021
Noesis Capital Mangement
Florida
$1.03M +$21.7K +297 +2%
AAM
2022
AR Asset Management
California
$1.03M – – –
VF
2023
Virtu Financial
New York
$1.03M +$1.01M +13,788 New
SAM
2024
Security Asset Management
New York
$1.02M +$20.2K +277 +2%
BMC
2025
Beaton Management Company
Massachusetts
$1.02M +$3.65K +50 +0.4%
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