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Name Holding Trade Value Shares
Change 		Change in
Stake
PAA
2001
Peregrine Asset Advisers
Oregon
$3.18M -$43.5K -836 -1%
SFM
2002
Signature Financial Management
Virginia
$3.17M -$37.1K -712 -1%
CBN
2003
Cadence Bank NA
Texas
$3.17M +$44K +844 +2%
HAM
2004
Hammer Asset Management
California
$3.16M -$5.83K -112 -0.2%
SCI
2005
Stableford Capital II
Arizona
$3.16M -$27.1K -520 -0.9%
NIP
2006
Nicholas Investment Partners
California
$3.16M -$61.9K -1,188 -2%
MSA
2007
Marino Stram & Associates
Massachusetts
$3.16M +$26K +500 +0.9%
BWM
2008
BigSur Wealth Management
Florida
$3.15M +$161K +3,100 +6%
CIP
2009
Capital Insight Partners
Arizona
$3.15M -$684K -13,144 -19%
IWA
2010
Inspirion Wealth Advisors
Illinois
$3.15M -$41K -788 -1%
BIA
2011
BHK Investment Advisors
Alabama
$3.14M +$142K +2,732 +5%
AAM
2012
Ascension Asset Management
New York
$3.14M -$92.1K -1,768 -3%
SH
2013
Svenska Handelsbanken
Sweden
$3.14M – – –
HFA
2014
High Falls Advisors
New York
$3.14M -$166K -3,196 -5%
CHP
2015
Cable Hill Partners
Oregon
$3.12M -$78.5K -1,508 -3%
CAAS
2016
Capital Asset Advisory Services
Michigan
$3.11M +$63.5K +1,220 +2%
SMH
2017
Sanders Morris Harris
Texas
$3.11M +$26.9K +516 +0.9%
BCA
2018
Bay Colony Advisors
Massachusetts
$3.1M -$103K -1,972 -3%
BE
2019
Bonness Enterprises
District of Columbia
$3.1M – – –
CCB
2020
Cutter & Co Brokerage
Missouri
$3.09M +$327K +6,276 +13%
EF
2021
Exeter Financial
Arizona
$3.08M -$25.4K -488 -0.9%
SEIA
2022
Signature Estate & Investment Advisors
California
$3.08M +$566K +10,864 +25%
BC
2023
Burleson & Co
California
$3.07M +$217K +4,176 +7%
SQA
2024
Simon Quick Advisors
New Jersey
$3.06M +$155K +2,972 +6%
FFW
2025
Fusion Family Wealth
New York
$3.06M +$319K +6,128 +13%
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