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Name Holding Trade Value Shares
Change 		Change in
Stake
AB
2001
Atlas Brown
Kentucky
$2.71M -$2.06K -19 -0.1%
DSAM
2002
Dock Street Asset Management
Florida
$2.7M – – –
BCA
2003
Bray Capital Advisors
Florida
$2.7M +$102K +945 +4%
WWM
2004
Windsor Wealth Management
Indiana
$2.7M -$90K -830 -3%
PCAP
2005
Pratt Collard Advisory Partners
New York
$2.7M +$39K +360 +2%
NFG
2006
Next Financial Group
Texas
$2.69M -$700K -6,453 -22%
WIM
2007
Westside Investment Management
California
$2.69M +$68K +627 +3%
VR
2008
Viridian RIA
Washington
$2.68M +$255K +2,349 +11%
BW
2009
Bison Wealth
Georgia
$2.68M +$64.1K +591 +3%
SV
2010
Sturgeon Ventures
United Kingdom
$2.67M +$2.53M +23,379 New
BCM
2011
Boltwood Capital Management
California
$2.67M -$54.2K -500 -2%
AP
2012
Arlington Partners
Alabama
$2.67M +$279K +2,570 +12%
DC
2013
DeDora Capital
California
$2.67M -$20.7K -191 -0.8%
HFA
2014
Huber Financial Advisors
Illinois
$2.65M +$4.55K +42 +0.2%
MBT
2015
Monroe Bank & Trust
Michigan
$2.65M -$94.6K -873 -4%
PIM
2016
Platinum Investment Management
Australia
$2.65M – – –
MCM
2017
Manchester Capital Management
Vermont
$2.64M -$77.8K -718 -3%
BIM
2018
Beach Investment Management
Pennsylvania
$2.64M +$119K +1,100 +5%
CMANY
2019
Capital Management Associates (New York)
New York
$2.64M +$276K +2,550 +12%
CIA
2020
Cascade Investment Advisors
Oregon
$2.64M -$66.7K -615 -3%
RFA
2021
Reilly Financial Advisors
California
$2.63M +$549K +5,066 +28%
HCM
2022
HMS Capital Management
Tennessee
$2.63M -$73.7K -680 -3%
GI
2023
GS Investments
Minnesota
$2.63M -$90.5K -835 -4%
PL
2024
Plancorp LLC
Missouri
$2.61M -$356K -3,287 -13%
FPCP
2025
Fort Point Capital Partners
California
$2.6M +$100K +923 +4%
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