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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2001
Check Capital Management
California
$509K – – –
TT
2002
TI-Trust
Illinois
$508K – – –
WTFG
2003
Wells Trecaso Financial Group
Ohio
$508K -$119K -3,147 -20%
BFG
2004
Berger Financial Group
Minnesota
$506K -$3.34M -88,663 -87%
HKAM
2005
Horizon Kinetics Asset Management
New York
$505K -$246K -6,537 -34%
GCM
2006
Greenland Capital Management
New York
$503K +$481K +12,770 New
GKWIM
2007
Gerber Kawasaki Wealth & Investment Management
California
$503K +$77.6K +2,060 +19%
SAM
2008
S.A. Mason
Michigan
$502K -$66.9K -1,776 -12%
FCIM
2009
Fairview Capital Investment Management
California
$501K – – –
SAM
2010
Secure Asset Management
Michigan
$501K +$13.1K +347 +3%
DDC
2011
DF Dent & Co
Maryland
$500K -$17.4K -463 -4%
HWM
2012
Horizon Wealth Management
Illinois
$500K -$28K -743 -6%
PP
2013
Patron Partners
Texas
$499K -$42.4K -1,126 -8%
P
2014
&Partners
Tennessee
$499K -$6.67K -177 -1%
CAS
2015
Coppell Advisory Solutions
Texas
$499K +$477K +12,658 New
CASC
2016
Coppell Advisory Solutions Corp
Texas
$499K +$477K +12,658 New
RB
2017
Richmond Brothers
Michigan
$499K -$35.6K -945 -7%
PCP
2018
Proficio Capital Partners
Massachusetts
$498K +$132K +3,493 +39%
DTC
2019
Davidson Trust Company
Washington
$497K -$39.6K -1,050 -8%
SJIM
2020
St. Johns Investment Management
Florida
$497K -$55.5K -1,472 -10%
SP
2021
Successful Portfolios
Florida
$497K -$25.9K -688 -5%
KIG
2022
Kowal Investment Group
Wisconsin
$497K -$40K -1,062 -8%
NPF
2023
Norris Perne & French
Michigan
$495K +$87.1K +2,311 +23%
DBIA
2024
Dumont & Blake Investment Advisors
New Jersey
$493K -$102K -2,714 -18%
LL
2025
LWMG LLC
Minnesota
$491K +$470K +12,461 New
79 80
81
82 83