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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2001
CGN Advisors
Kansas
– -$211K -3,576 Closed
OHIS
2002
Oak Harvest Investment Services
Texas
– -$210K -3,564 Closed
AF
2003
Apexium Financial
Texas
– -$210K -3,557 Closed
SW
2004
SkyOak Wealth
Michigan
– -$208K -3,525 Closed
FNBSF
2005
First National Bank Sioux Falls
South Dakota
– -$208K -3,522 Closed
CWP
2006
Cyndeo Wealth Partners
Florida
– -$205K -3,476 Closed
FNBOO
2007
First National Bank of Omaha
Nebraska
– -$205K -3,475 Closed
GIM
2008
Groesbeck Investment Management
New Jersey
– -$204K -3,460 Closed
RG
2009
Renaissance Group
Kentucky
– -$204K -3,453 Closed
BRIA
2010
Balanced Rock Investment Advisors
Massachusetts
– -$203K -3,445 Closed
QPWM
2011
Quadrant Private Wealth Management
Pennsylvania
– -$201K -3,408 Closed
CBT
2012
Central Bank & Trust
Kentucky
– -$201K -3,404 Closed
WIA
2013
Wetzel Investment Advisors
Indiana
– -$260K -3,257 Closed
SSG
2014
Summit Securities Group
New York
– -$150K -2,536 Closed
TFF
2015
The Family Firm
Maryland
– -$124K -2,097 Closed
YDMI
2016
Y.D. More Investments
Israel
– -$116K -1,960 Closed
EC
2017
EntryPoint Capital
New York
– -$115K -1,949 Closed
CH
2018
Cromwell Holdings
Wyoming
– -$112K -1,901 Closed
SOAMC
2019
Spirit of America Management Corp
New York
– -$107K -1,811 Closed
MIM
2020
Meridiem Investment Management
United Kingdom
– -$101K -1,715 Closed
FFA
2021
First Foundation Advisors
California
– -$97.2K -1,646 Closed
LTI
2022
Laffer Tengler Investments
Tennessee
– -$84.6K -1,433 Closed
OCM
2023
Orion Capital Management
California
– -$70.9K -1,200 Closed
CA
2024
Crewe Advisors
Utah
– -$60.2K -1,019 Closed
DCM
2025
Davis Capital Management
Florida
– -$48.3K -831 Closed
79 80
81
82 83