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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2001
Westside Investment Management
California
$164K – – –
TFGT
2002
TS Financial Group (TSFG)
Illinois
$163K – – –
PH
2003
Pinnacle Holdings
Oklahoma
$162K +$169K +1,537 New
USGIU
2004
U.S. Global Investors (USGI)
Texas
$158K – – –
ATS
2005
Ashton Thomas Securities
New York
$157K +$164K +1,489 New
FFO
2006
Fortitude Family Office
Arizona
$157K -$36K -328 -18%
GPI
2007
General Partner Inc
Pennsylvania
$156K – – –
CSC
2008
Caldwell Sutter Capital
California
$155K – – –
VEA
2009
Virtus ETF Advisers
New York
$154K -$708K -6,443 -81%
CA
2010
Crewe Advisors
Utah
$152K – – –
SWM
2011
Sugarloaf Wealth Management
Georgia
$151K – – –
BHWM
2012
Beaird Harris Wealth Management
Texas
$150K -$679K -6,185 -81%
CWM
2013
Compass Wealth Management
Connecticut
$149K – – –
WPA
2014
West Paces Advisors
Georgia
$148K -$6.04K -55 -4%
PBK
2015
Peoples Bank (Kansas)
Kansas
$147K – – –
WB
2016
Webster Bank
Connecticut
$146K -$2.42K -22 -2%
PGAM
2017
Princeton Global Asset Management
New Jersey
$146K +$52.3K +476 +52%
BCM
2018
Blume Capital Management
California
$139K – – –
BIC
2019
Beach Investment Counsel
Pennsylvania
$137K – – –
SAM
2020
S.A. Mason
Michigan
$137K – – –
TCG
2021
Transcendent Capital Group
Oklahoma
$136K -$12.4K -113 -8%
JIP
2022
Jaffetilchin Investment Partners
Florida
$136K -$83.6K -761 -37%
BGAI
2023
Bruce G. Allen Investments
Colorado
$136K -$16K -146 -10%
QPBE
2024
Quintet Private Bank (Europe)
Luxembourg
$135K +$17.6K +160 +14%
DWA
2025
Delos Wealth Advisors
Texas
$129K +$132K +1,200 +4,286%
79 80
81
82 83