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Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
2001
Evelyn Partners Asset Management
$808K -$3.51K -57 -0.4%
RC
2002
Roundview Capital
New Jersey
$808K – – –
CL
2003
CSS LLC
Illinois
$808K -$718K -11,670 -47%
PGAM
2004
Princeton Global Asset Management
New Jersey
$806K -$40.3K -655 -5%
CSI
2005
Cross Staff Investments
New York
$805K +$308 +5 +0%
MCA
2006
Martin Capital Advisors
Texas
$805K -$8.62K -140 -1%
YLHM
2007
Yelin Lapidot Holdings Management
Israel
$803K – – –
TPWA
2008
TRUE Private Wealth Advisors
Oregon
$802K -$383K -6,222 -32%
CCWA
2009
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$801K +$170K +2,769 +27%
PCMC
2010
Paragon Capital Management (Colorado)
Colorado
$801K +$70.7K +1,148 +10%
BIM
2011
Baldwin Investment Management
Pennsylvania
$801K +$285K +4,630 +56%
MIA
2012
MeadowBrook Investment Advisors
Michigan
$800K -$68.6K -1,115 -8%
CFA
2013
CWS Financial Advisors
Michigan
$799K +$44.1K +717 +6%
VPI
2014
Value Partners Investments
Manitoba, Canada
$797K -$5.57M -90,431 -88%
EGA
2015
Eagle Global Advisors
Texas
$796K – – –
WWM
2016
Waterway Wealth Management
Texas
$796K -$46.6K -757 -6%
QWP
2017
Quotient Wealth Partners
Texas
$795K +$135K +2,187 +20%
FAG
2018
Fortitude Advisory Group
Washington
$795K +$185 +3 +0%
KFA
2019
Kelleher Financial Advisors
New York
$794K -$144K -2,337 -15%
NG
2020
Novem Group
New York
$789K +$112K +1,814 +17%
MMHP
2021
Murphy Middleton Hinkle & Parker
Georgia
$788K -$29.6K -480 -4%
IPAM
2022
Investment Partners Asset Management
New Jersey
$784K -$129K -2,103 -14%
GHA
2023
Granite Harbor Advisors
Texas
$784K +$55.9K +908 +8%
PWM
2024
Prentice Wealth Management
New York
$782K +$17.5K +285 +2%
BWA
2025
BlueChip Wealth Advisors
Georgia
$778K -$2.15K -35 -0.3%
79 80
81
82 83