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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
Adams Wealth Management
Utah
$210K -$12.5K -131 -6%
VCM
2002
Vigilant Capital Management
Maine
$210K +$859 +9 +0.5%
RPCA
2003
Running Point Capital Advisors
California
$210K +$188K +1,965 New
SRCM
2004
Swift Run Capital Management
Virginia
$209K +$186K +1,950 New
SCM
2005
Southport Capital Management
Tennessee
$208K +$185K +1,941 New
HPC
2006
Hobart Private Capital
North Carolina
$207K +$185K +1,938 New
NEGWA
2007
New England Guild Wealth Advisors
Connecticut
$207K +$184K +1,931 New
ATWA
2008
Arbor Trust Wealth Advisors
Michigan
$207K +$185K +1,937 New
SCA
2009
STALEY CAPITAL ADVISERS
Pennsylvania
$207K +$185K +1,937 New
PFBT
2010
Parkside Financial Bank & Trust
Missouri
$206K +$41.3K +433 +29%
BWM
2011
Baystate Wealth Management
Massachusetts
$205K +$382 +4 +0.2%
RIM
2012
Regent Investment Management
Kentucky
$205K +$183K +1,914 New
GCIG
2013
Grand Central Investment Group
Florida
$205K +$183K +1,916 New
HPCM
2014
Hunter Perkins Capital Management
Illinois
$205K +$183K +1,920 New
VC
2015
Vestor Capital
Illinois
$204K +$57.3K +600 +46%
WC
2016
Whitney & Co
New York
$204K +$186K +1,950 New
ED
2017
Exane Derivatives
France
$203K +$89.1K +933 +96%
BCM
2018
Bienville Capital Management
New York
$203K +$181K +1,898 New
FPCM
2019
Financial Partners Capital Management
New York
$202K +$181K +1,892 New
HCP
2020
Hexagon Capital Partners
Arkansas
$202K +$95 +1 +0.1%
TCPWM
2021
Traverso Chambers Private Wealth Management
California
$202K +$180K +1,886 New
IDBONY
2022
Israel Discount Bank of New York
New York
$202K +$180K +1,890 New
KA
2023
KLCM Advisors
Wisconsin
$201K +$179K +1,875 New
MAM
2024
Mastrapasqua Asset Management
Tennessee
$201K +$179K +1,876 New
MA
2025
Mezzasalma Advisors
New Jersey
$201K +$180K +1,880 New
79 80
81
82 83