Name Holding Trade Value Shares
Change
Change in
Stake
RG
2001
Renaissance Group
Kentucky
$911K -$23.8K -349 -3%
SGK
2002
Steigerwald Gordon & Koch
Virginia
$909K -$16.8K -247 -2%
HCP
2003
Hexagon Capital Partners
Arkansas
$909K -$26K -382 -3%
BIM
2004
Baldwin Investment Management
Pennsylvania
$908K – – –
YLHM
2005
Yelin Lapidot Holdings Management
Israel
$907K +$12.1K +177 +1%
AWA
2006
Authentikos Wealth Advisory
California
$906K +$680K +9,971 +305%
JWWM
2007
Johnson & White Wealth Management
Pennsylvania
$906K -$27.5K -403 -3%
TWP
2008
Tyche Wealth Partners
Texas
$905K -$27.9K -409 -3%
RL
2009
Rogco LP
Oklahoma
$904K +$6.95K +102 +0.8%
IPAM
2010
Investment Partners Asset Management
New Jersey
$903K +$68 +1 +0%
CWS
2011
Cypress Wealth Services
California
$903K +$50K +734 +6%
WTB
2012
Washington Trust Bank
Washington
$901K -$69.1K -1,013 -7%
RCI
2013
RS Crum Inc
California
$898K – – –
SPA
2014
Sherbrooke Park Advisers
New York
$898K +$268K +3,931 +43%
MF
2015
Meridian Financial
Massachusetts
$898K -$50.6K -743 -5%
MCA
2016
Martin Capital Advisors
Texas
$892K – – –
V
2017
ViaWealth
Kansas
$892K -$23.8K -349 -3%
SQA
2018
Simon Quick Advisors
New Jersey
$892K +$109K +1,604 +14%
BWA
2019
Beam Wealth Advisors
Louisiana
$891K -$47.2K -692 -5%
IP
2020
Investment Partners
Ohio
$888K +$7.16K +105 +0.8%
CWP
2021
Core Wealth Partners
California
$887K -$208K -3,055 -19%
WCM
2022
Whitener Capital Management
North Carolina
$887K -$6.13K -90 -0.7%
CSI
2023
Cross Staff Investments
New York
$886K +$273 +4 +0%
EGA
2024
Eagle Global Advisors
Texas
$882K – – –
TNA
2025
True North Advisors
Texas
$879K +$613K +8,993 +233%