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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
2001
Doheny Asset Management
California
$547K
FCM
2002
Fortis Capital Management
Washington
$547K +$5.02K +17 +1%
KLWA
2003
Kelly Lawrence W & Associates
California
$546K
CAM
2004
Cozad Asset Management
Illinois
$545K -$13.6K -46 -3%
TIP
2005
Tandem Investment Partners
New Jersey
$544K
JF
2006
Jump Financial
Illinois
$544K -$676K -2,288 -57%
FIM
2007
Fruth Investment Management
Texas
$542K
SSW
2008
Stone Summit Wealth
Florida
$541K -$2.66K -9 -0.5%
KWM
2009
Keebeck Wealth Management
Illinois
$541K +$16.5K +56 +3%
BIA
2010
Barry Investment Advisors
Massachusetts
$541K +$1.18K +4 +0.2%
SOS
2011
Silver Oak Securities
Tennessee
$541K +$20.7K +70 +4%
BEC
2012
Blue Edge Capital
Virginia
$540K
SA
2013
Scarborough Advisors
Maryland
$539K -$18.9K -64 -4%
KC
2014
Knuff & Co
California
$537K
RZH
2015
Relyea Zuckerberg Hanson
Connecticut
$536K +$31K +105 +7%
CAU
2016
Caxton Associates (UK)
$535K +$507K +1,716 New
SEP
2017
Southland Equity Partners
Missouri
$534K +$18.3K +62 +4%
EDRH
2018
Edmond de Rothschild Holding
Switzerland
$533K
BT
2019
Banque Transatlantique
France
$533K
IFPG
2020
Intrepid Financial Planning Group
Indiana
$532K -$26.3K -89 -5%
RI
2021
Ridgewood Investments
New Jersey
$532K -$109K -368 -18%
GWANC
2022
Guardian Wealth Advisors (North Carolina)
North Carolina
$531K +$10.3K +35 +2%
LI
2023
Louisbourg Investments
New Brunswick, Canada
$530K
FNBTCON
2024
First National Bank & Trust Co of Newtown
Pennsylvania
$530K
PPW
2025
Parcion Private Wealth
Washington
$529K -$351K -1,188 -41%