We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
2001
Portland Global Advisors
Maine
$211K +$200K +1,407 New
EHC
2002
Everett Harris & Co
California
$210K +$199K +1,398 New
MAP
2003
Milestone Advisory Partners
North Carolina
$210K +$199K +1,400 New
SAM
2004
Sequent Asset Management
Texas
$210K +$199K +1,400 New
NFG
2005
NewFocus Financial Group
Washington
$209K +$198K +1,392 New
BWA
2006
BDO Wealth Advisors
Florida
$208K -$32.6K -229 -14%
PT
2007
Plimoth Trust
Massachusetts
$207K +$196K +1,375 New
HCM
2008
Hengehold Capital Management
Ohio
$207K +$196K +1,377 New
PAA
2009
Peregrine Asset Advisers
Oregon
$205K +$194K +1,365 New
LA
2010
Legacy Advisors
Pennsylvania
$204K +$10.4K +73 +6%
FWCM
2011
First Western Capital Management
California
$204K +$193K +1,356 New
KFA
2012
Kays Financial Advisory
Georgia
$204K +$193K +1,357 New
LJHT
2013
Laurie J. Hall Trustee
$202K +$61.1K +430 +47%
WAM
2014
Weiss Asset Management
Massachusetts
$202K +$191K +1,346 New
MMPW
2015
Mitchell McLeod Pugh & Williams
Alabama
$202K +$192K +1,347 New
IDBONY
2016
Israel Discount Bank of New York
New York
$201K -$1.42K -10 -0.7%
ACM
2017
AUA Capital Management
Pennsylvania
$201K – – –
QPWM
2018
Quadrant Private Wealth Management
Pennsylvania
$200K +$189K +1,332 New
ODG
2019
O'Dell Group
Ohio
$200K +$190K +1,336 New
MCA
2020
Mercer Capital Advisers
New Jersey
$196K – – –
AIM
2021
ARK Investment Management
Florida
$180K – – –
ACM
2022
Adalta Capital Management
New York
$180K +$171K +1,200 New
THWM
2023
Taylor Hoffman Wealth Management
Virginia
$178K – – –
JGIA
2024
Jackson Grant Investment Advisers
Connecticut
$173K – – –
AIIMS
2025
Analyst IMS Investment Management Services
Israel
$163K +$154K +1,084 New
79 80
81
82 83