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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
2001
Sargent Investment Group
Maryland
-$238K -1,435 Closed
PL
2002
Plancorp LLC
Missouri
-$238K -1,434 Closed
BCM
2003
Boltwood Capital Management
California
-$237K -1,431 Closed
KCM
2004
Kendall Capital Management
Maryland
-$237K -1,431 Closed
AAMC
2005
Asset Allocation & Management Company
Illinois
-$237K -1,430 Closed
CC
2006
Cannell & Co
New York
-$236K -1,425 Closed
HC
2007
Hamilton Capital
Ohio
-$235K -1,418 Closed
TTWM
2008
TCV Trust & Wealth Management
Virginia
-$235K -1,417 Closed
PCA
2009
Pallas Capital Advisors
Massachusetts
-$232K -1,413 Closed
AFT
2010
Alpha Family Trust
California
-$232K -1,400 Closed
VFPI
2011
Vantage Financial Partners (Illinois)
Illinois
-$232K -1,400 Closed
GA
2012
GFS Advisors
Texas
-$232K -1,399 Closed
QFA
2013
Quantum Financial Advisors
California
-$231K -1,395 Closed
AC
2014
Addison Capital
Pennsylvania
-$233K -1,392 Closed
1WM
2015
1900 Wealth Management
Texas
-$211K -1,389 Closed
HCM
2016
Highview Capital Management
Illinois
-$230K -1,389 Closed
QC
2017
QCM Cayman
Texas
-$230K -1,389 Closed
HFG
2018
Heron Financial Group
New York
-$229K -1,383 Closed
VCAM
2019
Van Cleef Asset Management
Ohio
-$228K -1,375 Closed
MIM
2020
Meixler Investment Management
Arizona
-$228K -1,374 Closed
WCA
2021
Waypoint Capital Advisors
Minnesota
-$227K -1,371 Closed
FMC
2022
First Merchants Corp
Indiana
-$226K -1,367 Closed
GAM
2023
Gemmer Asset Management
California
-$226K -1,365 Closed
BOSSRA
2024
B.O.S.S. Retirement Advisors
Utah
-$225K -1,360 Closed
CPA
2025
Cardiff Park Advisors
California
-$225K -1,357 Closed