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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
2001
Inlet Private Wealth
Florida
$20.5M +$115K +225 +0.6%
PWPS
2002
Pinnacle Wealth Planning Services
Ohio
$20.5M +$441K +864 +2%
DR
2003
Davis Rea
Ontario, Canada
$20.4M -$2.67M -5,230 -12%
TL
2004
Tradewinds LLC
North Carolina
$20.4M +$19.4M +38,099 +2,979%
WCA
2005
Westover Capital Advisors
Delaware
$20.4M +$365K +716 +2%
PR
2006
Payden & Rygel
California
$20.4M -$5.66M -11,100 -22%
BAM
2007
Brave Asset Management
New Jersey
$20.3M +$660K +1,293 +3%
MMPW
2008
Mitchell McLeod Pugh & Williams
Alabama
$20.3M +$436K +854 +2%
IA
2009
Intellus Advisors
Florida
$20.2M -$14.8K -29 -0.1%
SIA
2010
SeaBridge Investment Advisors
New Jersey
$20.2M +$381K +747 +2%
CCAM
2011
Codex Capital Asset Management
Texas
$20.2M – – –
CWP
2012
Concord Wealth Partners
Virginia
$20.2M -$19.4K -38 -0.1%
AFGAS
2013
Allegiance Financial Group Advisory Services
Virginia
$20.2M +$91.8K +180 +0.5%
BB
2014
Bell Bank
North Dakota
$20.1M +$200K +392 +1%
HIP
2015
Harrell Investment Partners
Texas
$20.1M -$228K -446 -1%
4WM
2016
44 Wealth Management
Oregon
$20.1M -$427K -838 -2%
TPI
2017
Trust Point Inc
Wisconsin
$20.1M -$561K -1,100 -3%
PCR
2018
Potrero Capital Research
California
$20M – – –
RGC
2019
Roberts, Glore & Co
Illinois
$20M -$627K -1,229 -3%
MA
2020
MSA Advisors
California
$20M – – –
HCM
2021
Huber Capital Management
California
$20M +$518K +1,015 +3%
WKWM
2022
Walter & Keenan Wealth Management
Indiana
$20M -$391K -766 -2%
HIC
2023
Harbor Island Capital
Massachusetts
$20M – – –
TP
2024
Tranquility Partners
Tennessee
$19.9M +$325K +638 +2%
WAG
2025
Winthrop Advisory Group
Massachusetts
$19.9M +$7.14K +14 +0%
79 80
81
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