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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2001
Searle & Co
Connecticut
$16.6M -$134K -314 -0.8%
TIP
2002
Torray Investment Partners
Maryland
$16.6M +$171K +400 +1%
APWM
2003
Argonautica Private Wealth Management
Massachusetts
$16.6M +$39.3K +92 +0.2%
OPTFSNA
2004
Old Point Trust & Financial Services N A
Virginia
$16.6M -$424K -993 -3%
MAM
2005
Mirabaud Asset Management
United Kingdom
$16.5M -$3.61M -8,448 -18%
MPCL
2006
My Personal CFO LLC
Washington
$16.5M -$621K -1,452 -4%
DTC
2007
Davidson Trust Company
Washington
$16.5M +$4.17M +9,758 +34%
CICC
2008
Capital Investment Counsel (Colorado)
Colorado
$16.5M +$101K +237 +0.6%
SW
2009
Simplicity Wealth
New Jersey
$16.5M -$93.2M -217,991 -85%
TP
2010
Tranquility Partners
Tennessee
$16.4M -$157K -367 -1%
SCM
2011
Sirios Capital Management
Massachusetts
$16.4M -$1.89M -4,426 -10%
HA
2012
Herold Advisors
New York
$16.4M -$52.6K -123 -0.3%
NC
2013
Naman Capital
Brazil
$16.4M – – –
BFM
2014
Boothbay Fund Management
New York
$16.3M +$9.35M +21,881 +136%
ACP
2015
Aviance Capital Partners
Florida
$16.3M +$130K +304 +0.8%
MMPW
2016
Mitchell McLeod Pugh & Williams
Alabama
$16.3M +$102K +238 +0.6%
PCA
2017
Providence Capital Advisors
North Carolina
$16.3M +$154K +360 +1%
CBT
2018
Central Bank & Trust
Kentucky
$16.3M -$1.08M -2,538 -6%
SPG
2019
Strategic Planning Group
Utah
$16.3M -$1.4M -3,275 -8%
NL
2020
NVWM LLC
Pennsylvania
$16.3M +$201K +471 +1%
ACM
2021
Aster Capital Management
United Arab Emirates
$16.3M +$16.1M +37,776 New
SCA
2022
Stokes Capital Advisors
South Carolina
$16.2M +$344K +805 +2%
VSI
2023
Verde Servicos Internacionais
Brazil
$16.2M -$4.63M -10,840 -22%
HCM
2024
Heathbridge Capital Management
Ontario, Canada
$16.2M -$160K -375 -1%
RCYC
2025
Richard C. Young & Co
Rhode Island
$16.2M +$148K +346 +0.9%
79 80
81
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