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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
2001
RPG Investment Advisory
California
$342K -$25.2K -550 -7%
CDH
2002
Charles D. Hyman
$342K – – –
CB
2003
CNB Bank
Pennsylvania
$340K +$99.7K +2,179 +39%
WIA
2004
World Investment Advisors
California
$340K +$325K +7,106 New
SAM
2005
SP Asset Management
California
$338K +$1.78K +39 +0.5%
MCM
2006
Mengis Capital Management
Oregon
$337K – – –
SWA
2007
SFMG Wealth Advisors
Texas
$335K -$102K -2,221 -22%
PA
2008
Parkside Advisors
California
$335K – – –
CAM
2009
Concorde Asset Management
Michigan
$335K +$115K +2,521 +48%
AIC
2010
Ayalon Insurance Company
Israel
$334K – – –
HF
2011
HRT Financial
New York
$332K -$327K -7,146 -48%
SFWA
2012
Summit Financial Wealth Advisors
Louisiana
$332K – – –
HCM
2013
Harvey Capital Management
Florida
$330K – – –
LCC
2014
Lincoln Capital Corp
Rhode Island
$330K – – –
PAS
2015
Professional Advisory Services
Florida
$328K – – –
HFA
2016
Huber Financial Advisors
Illinois
$328K +$8.14K +178 +2%
GCM
2017
Gables Capital Management
Florida
$326K – – –
PWM
2018
Paulson Wealth Management
Illinois
$326K +$51.7K +1,129 +18%
GJCM
2019
Grand Jean Capital Management
California
$325K -$45.8K -1,000 -12%
FAT
2020
First American Trust
California
$325K +$2.29K +50 +0.7%
NB
2021
Nicolet Bankshares
Wisconsin
$325K +$13.5K +296 +4%
TIA
2022
Tandem Investment Advisors
South Carolina
$325K +$344K +7,508 New
CWM
2023
Connecticut Wealth Management
Connecticut
$323K +$7.55K +165 +2%
DAM
2024
Diamant Asset Management
Connecticut
$321K -$34.3K -750 -9%
BP
2025
BBR Partners
New York
$321K +$25.8K +563 +8%
79 80
81
82 83