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Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
2001
Verus Financial Partners
Virginia
$311K -$16.7K -894 -5%
CG
2002
Clarus Group
Texas
$310K -$84K -4,496 -20%
TCOK
2003
Trust Company of Kansas
Kansas
$308K -$54.5K -2,915 -15%
GDP
2004
Great Diamond Partners
Maine
$307K -$41.1K -2,197 -12%
AWM
2005
Aberdeen Wealth Management
Illinois
$307K -$32.4K -1,733 -10%
AFA
2006
American Financial Advisors
Georgia
$307K +$79.2K +4,237 +35%
WAM
2007
WealthTrust Asset Management
Florida
$306K -$54.4K -2,911 -15%
WH
2008
Willner & Heller
California
$306K +$281K +15,019 New
MFW
2009
Meristem Family Wealth
Minnesota
$304K -$207K -11,096 -40%
BCM
2010
Boltwood Capital Management
California
$304K – – –
ISB
2011
Iowa State Bank
Iowa
$303K -$2.89M -154,447 -90%
LIG
2012
Lokken Investment Group
Delaware
$302K -$75.1K -4,015 -20%
AI
2013
AXS Investments
New York
$301K +$302K +16,179 New
SWM
2014
Shakespeare Wealth Management
Wisconsin
$300K -$75.2K -4,025 -20%
JWBC
2015
John W. Brooker & Co
California
$300K – – –
SFG
2016
Sather Financial Group
Texas
$300K +$243 +13 +0.1%
MAA
2017
Mraz Amerine & Associates
California
$299K -$78.2K -4,186 -21%
PBC
2018
Pavion Blue Capital
California
$299K – – –
TAM
2019
Townsend Asset Management
North Carolina
$298K +$897 +48 +0.3%
DLHL
2020
Donald L. Hagan LLC
Florida
$297K -$520K -27,837 -64%
OA
2021
Oxbow Advisors
Texas
$297K -$106K -5,693 -26%
VCG
2022
Vantage Consulting Group
Virginia
$297K +$63.1K +3,377 +27%
DDPIC
2023
Deroy & Devereaux Private Investment Counsel
Michigan
$297K +$298K +15,963 New
SA
2024
Syntax Advisors
New York
$297K +$299K +15,995 New
KLCM
2025
KG&L Capital Management
Louisiana
$296K -$188K -10,033 -39%
79 80
81
82 83