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Name Holding Trade Value Shares
Change 		Change in
Stake
RG
2001
Rathbones Group
United Kingdom
$284K – – –
TIA
2002
Tiemann Investment Advisors
California
$284K – – –
GM
2003
GeoWealth Management
Illinois
$284K -$9.07K -94 -3%
AIM
2004
Acropolis Investment Management
Missouri
$284K +$2.7K +28 +0.9%
CCP
2005
Cassia Capital Partners
North Carolina
$283K +$293K +3,041 New
HS
2006
Horan Securities
United States
$283K +$1.25K +13 +0.4%
SWP
2007
Semus Wealth Partners
Florida
$282K +$292K +3,030 New
HCM
2008
Hengehold Capital Management
Ohio
$282K -$8.59K -89 -3%
SFA
2009
Semmax Financial Advisors
North Carolina
$281K -$3.28K -34 -1%
RBC
2010
Roble Belko & Company
Pennsylvania
$280K – – –
WA1
2011
Wimmer Associates 1
California
$280K -$12.5K -130 -4%
GCIA
2012
Gabelli & Co Investment Advisers
New York
$280K – – –
APIM
2013
Agate Pass Investment Management
Washington
$279K – – –
CWS
2014
Cypress Wealth Services
California
$278K +$24.6K +255 +9%
BWM
2015
Bulltick Wealth Management
Florida
$278K +$288K +2,980 New
SIS
2016
Sound Income Strategies
Florida
$277K +$58.7K +608 +26%
AI
2017
Atom Investors
Texas
$277K +$9.17K +95 +3%
AAG
2018
Armstrong Advisory Group
Massachusetts
$275K +$285K +2,955 New
SAM
2019
SignalPoint Asset Management
Missouri
$275K -$1.83K -19 -0.6%
WMA
2020
West Michigan Advisors
Michigan
$274K -$6.18K -64 -2%
TSS
2021
Two Sigma Securities
New York
$274K -$691K -7,162 -71%
DA
2022
Drake & Associates
Wisconsin
$273K -$2.12K -22 -0.7%
ST
2023
Somerset Trust
Pennsylvania
$273K +$19.1K +198 +7%
SMWM
2024
Silvia McColl Wealth Management
California
$273K +$283K +2,929 New
AG
2025
Appleton Group
Wisconsin
$273K -$17.9K -186 -6%
79 80
81
82 83