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Name Holding Trade Value Shares
Change 		Change in
Stake
CKAIS
2001
Christensen King & Associates Investment Services
Washington
$307K +$52.7K +347 +23%
WA
2002
WESPAC Advisors
California
$307K -$3.34K -22 -1%
BCM
2003
BluePointe Capital Management
California
$306K -$76.3K -502 -21%
HGERS
2004
Householder Group Estate & Retirement Specialist
Arizona
$305K +$19.1K +126 +7%
AHL
2005
Abel Hall LLC
Louisiana
$304K +$12.5K +82 +5%
NA
2006
Navellier & Associates
Nevada
$304K -$8.66K -57 -3%
BWM
2007
Buckley Wealth Management
Nevada
$304K +$22.8K +150 +9%
OWA
2008
One Wealth Advisors
California
$303K +$2.28K +15 +0.8%
GWM
2009
Gray Wealth Management
Maine
$302K +$9.57K +63 +4%
JWCA
2010
J.W. Coons Advisors
Ohio
$300K – – –
HCMG
2011
Howard Capital Management Group
California
$300K +$49.2K +324 +22%
GIM
2012
Goelzer Investment Management
Indiana
$300K +$8.21K +54 +3%
BOS
2013
Bank of Stockton
California
$300K -$21.3K -140 -7%
RWA
2014
Redhawk Wealth Advisors
Minnesota
$299K -$257K -1,689 -48%
SN
2015
Sittner & Nelson
Oregon
$297K +$33.4K +220 +14%
OPTFSNA
2016
Old Point Trust & Financial Services N A
Virginia
$297K +$30.4K +200 +12%
BFAG
2017
Blackston Financial Advisory Group
Florida
$296K +$274K +1,804 New
WP
2018
Wealthspan Partners
Iowa
$295K +$55.2K +363 +25%
PPW
2019
Parcion Private Wealth
Washington
$295K +$15K +99 +6%
AWAP
2020
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$295K +$45.6K +300 +20%
LIG
2021
Lokken Investment Group
Delaware
$294K +$2.13K +14 +0.8%
OC
2022
Oakworth Capital
Alabama
$294K +$46.3K +305 +21%
IWP
2023
Invenio Wealth Partners
Florida
$292K – – –
BFIC
2024
Bedell Frazier Investment Counselling
California
$292K +$11.2K +74 +4%
MIC
2025
Meridian Investment Counsel
California
$291K – – –
79 80
81
82 83