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Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
2001
Texas Yale Capital Corp
Florida
$214K +$171K +1,450 New
SWMP
2002
Signature Wealth Management Partners
New Jersey
$213K +$171K +1,447 New
MCA
2003
Millennium Capital Advisors
Arkansas
$213K +$170K +1,445 New
SWIG
2004
Strategic Wealth Investment Group
Kentucky
$213K +$170K +1,444 New
DPW
2005
DiNuzzo Private Wealth
Pennsylvania
$213K +$170K +1,443 New
CKAIS
2006
Christensen King & Associates Investment Services
Washington
$212K +$169K +1,437 New
RG
2007
Retirement Group
California
$212K -$825 -7 -0.5%
BFA
2008
Beacon Financial Advisory
Ohio
$212K +$169K +1,435 New
DI
2009
Diligent Investors
California
$210K +$168K +1,427 New
WMA
2010
West Michigan Advisors
Michigan
$210K +$168K +1,422 New
ABC
2011
Associated Banc-Corp
Wisconsin
$208K +$166K +1,410 New
A
2012
AJOVista
Massachusetts
$207K +$165K +1,402 New
PW
2013
Peninsula Wealth
California
$207K +$165K +1,402 New
PCG
2014
Prosperity Consulting Group
Maryland
$206K +$165K +1,400 New
SW
2015
StrongBox Wealth
Missouri
$206K +$165K +1,398 New
MIM
2016
Morningstar Investment Management
Illinois
$206K +$165K +1,396 New
TWM
2017
Thrive Wealth Management
Pennsylvania
$205K +$164K +1,392 New
RCM
2018
Radnor Capital Management
Pennsylvania
$205K +$164K +1,391 New
PIS
2019
POM Investment Strategies
North Carolina
$204K +$163K +1,383 New
KSWWM
2020
Keyes Stange & Wooten Wealth Management
Florida
$204K +$163K +1,382 New
SN
2021
Sittner & Nelson
Oregon
$202K -$36.1K -306 -18%
CT
2022
Chicago Trust
Illinois
$202K +$161K +1,370 New
HIM
2023
Hillsdale Investment Management
Ontario, Canada
$202K -$15.3K -130 -9%
LRPA
2024
L. Roy Papp & Associates
Arizona
$201K +$161K +1,366 New
SSWM
2025
Smith Salley Wealth Management
North Carolina
$201K +$161K +1,365 New
79 80
81
82 83