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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2001
AIA Investment Management
Singapore
$161K +$11.7K +140 +7%
TAIM
2002
TD Ameritrade Investment Management
Nebraska
$159K +$8.51K +102 +5%
GEA
2003
Glen Eagle Advisors
New Jersey
$158K -$5.76K -69 -3%
CFO
2004
CVA Family Office
Colorado
$151K +$159K +1,910 New
HWA
2005
HHM Wealth Advisors
Tennessee
$149K +$158K +1,888 New
ME
2006
McIlrath & Eck
Washington
$147K +$83 +1 +0.1%
BFC
2007
Bedel Financial Consulting
Indiana
$143K +$4.67K +56 +3%
MHR
2008
Matthew Hamilton Rosenberg
$143K +$151K +1,806 New
CF
2009
Centaurus Financial
California
$142K +$19.9K +238 +15%
SWM
2010
Sugarloaf Wealth Management
Georgia
$139K -$15.9K -191 -10%
HMS
2011
Hanseatic Management Services
New Mexico
$139K -$9.51K -114 -6%
EIM
2012
Essex Investment Management
Massachusetts
$136K
BDWM
2013
Brewin Dolphin Wealth Management
Ireland
$135K
CCMIC
2014
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$134K
GFPC
2015
Global Financial Private Client
Florida
$132K +$13.2K +158 +10%
SCM
2016
Silvant Capital Management
Georgia
$131K
HCA
2017
Heck Capital Advisors
Wisconsin
$130K +$137K +1,643 New
PCTC
2018
Perkins Coie Trust Company
Washington
$129K +$2.17K +26 +2%
CT
2019
Clearstead Trust
Maine
$124K -$31.3K -375 -19%
CSC
2020
Cove Street Capital
California
$118K
SGM
2021
Skye Global Management
Florida
$118K +$125K +1,500 New
TC
2022
Trust Company
Kansas
$116K -$35K -420 -22%
OAJ
2023
Ogorek Anthony Joseph
New York
$115K
M
2024
MOTCO
Texas
$113K +$14K +168 +13%
NIM
2025
NuWave Investment Management
New Jersey
$110K -$193K -2,310 -62%