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Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2001
Mattson Financial Services
Michigan
$12M -$418K -3,319 -4%
KJHP
2002
K.J. Harrison & Partners
Ontario, Canada
$12M +$3.53M +28,082 +59%
CD
2003
Chapin Davis
Maryland
$11.9M -$6.38M -50,681 -40%
BOPW
2004
Brandywine Oak Private Wealth
Pennsylvania
$11.9M +$108K +858 +1%
SCM
2005
Sage Capital Management
New Jersey
$11.9M +$453K +3,599 +5%
BSCCG
2006
Blue Sky Capital Consultants Group
California
$11.9M -$20.3K -161 -0.2%
PWSG
2007
Pacific Wealth Strategies Group
California
$11.9M +$836K +6,643 +11%
RWP
2008
Revolve Wealth Partners
New Jersey
$11.9M -$521K -4,141 -5%
AFM
2009
Abbot Financial Management
Massachusetts
$11.9M -$98K -779 -1%
AWM
2010
Aviso Wealth Management
Washington
$11.9M -$149K -1,185 -2%
TA
2011
TFB Advisors
Kansas
$11.9M -$315K -2,504 -3%
CT
2012
Colonial Trust
South Carolina
$11.9M -$86.7K -689 -0.9%
NL
2013
NKCFO LLC
Illinois
$11.9M +$9.48M +75,300 New
LDB
2014
Lee, Danner & Bass
Tennessee
$11.9M +$22K +175 +0.2%
1SB
2015
1ST Source Bank
Indiana
$11.9M +$382K +3,033 +4%
SCI
2016
S&CO Inc
Massachusetts
$11.9M – – –
MAWA
2017
Moss Adams Wealth Advisors
Washington
$11.9M +$932K +7,404 +11%
RAM
2018
RedJay Asset Management
Ontario, Canada
$11.8M +$62.9K +500 +0.7%
PWAM
2019
Papamarkou Wellner Asset Management
New York
$11.8M -$240K -1,910 -2%
JSAM
2020
J. Safra Asset Management
New York
$11.8M +$1.56M +12,361 +20%
AG
2021
AmeriFlex Group
Nevada
$11.8M -$1.24M -9,860 -11%
CIP
2022
Convergence Investment Partners
Florida
$11.8M -$640K -5,089 -6%
BCM
2023
Barometer Capital Management
Ontario, Canada
$11.8M +$9.39M +74,577 New
HKIM
2024
Hayek Kallen Investment Management
Alabama
$11.8M +$313K +2,488 +3%
WP
2025
Westmount Partners
California
$11.8M -$1.12M -8,938 -11%
79 80
81
82 83