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Name Holding Trade Value Shares
Change 		Change in
Stake
PCR
2001
Potrero Capital Research
California
$14.6M – – –
OCAM
2002
Owl Creek Asset Management
New York
$14.5M +$13.8M +38,683 New
TP
2003
Tranquility Partners
Tennessee
$14.5M -$706K -1,983 -5%
NIP
2004
Nicholas Investment Partners
California
$14.5M +$257K +721 +2%
NG
2005
Norden Group
Utah
$14.5M +$1.44M +4,053 +12%
WKWM
2006
Walter & Keenan Wealth Management
Indiana
$14.5M -$147K -412 -1%
MJP
2007
Michael J. Puzo
$14.5M -$22.4K -63 -0.2%
BA
2008
Birinyi Associates
Connecticut
$14.5M -$377K -1,059 -3%
HA
2009
Herold Advisors
New York
$14.4M -$433K -1,217 -3%
MS
2010
Marshall & Sullivan
Washington
$14.4M -$211K -594 -2%
FTWA
2011
Fifth Third Wealth Advisors
Ohio
$14.4M +$1.56M +4,378 +13%
PS
2012
Pensionfund Sabic
Netherlands
$14.4M – – –
QWP
2013
Quotient Wealth Partners
Texas
$14.4M +$13.7M +38,388 New
SQA
2014
Simon Quick Advisors
New Jersey
$14.4M -$493K -1,385 -3%
BFG
2015
Berger Financial Group
Minnesota
$14.4M +$128K +359 +0.9%
SS
2016
Sunbelt Securities
Texas
$14.4M -$209K -586 -2%
SAM
2017
Stansberry Asset Management
Texas
$14.4M -$1.28M -3,594 -9%
MMPW
2018
Mitchell McLeod Pugh & Williams
Alabama
$14.4M -$204K -573 -1%
GSEP
2019
Golden State Equity Partners
California
$14.3M +$356K +1,000 +3%
MYIA
2020
Mount Yale Investment Advisors
Colorado
$14.3M +$337K +948 +3%
HH
2021
Hilltop Holdings
Texas
$14.3M -$89K -250 -0.7%
WA
2022
WBH Advisory
Maryland
$14.3M -$272K -764 -2%
KCPG
2023
Kavar Capital Partners Group
Kansas
$14.3M -$7.12K -20 -0.1%
NL
2024
NVWM LLC
Pennsylvania
$14.3M -$241K -676 -2%
FHWM
2025
Fox Hill Wealth Management
Massachusetts
$14.3M +$13.5M +38,050 New
79 80
81
82 83