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Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
2001
Gerber Kawasaki Wealth & Investment Management
California
$329K +$44.4K +358 +16%
MC
2002
Matisse Capital
Oregon
$328K -$39.7K -320 -11%
GFP
2003
Gryphon Financial Partners
Ohio
$328K +$1.74K +14 +0.5%
FWSM
2004
First Wilshire Securities Management
California
$327K – – –
SCA
2005
Stillwater Capital Advisors
Pennsylvania
$325K – – –
I2I
2006
Insight 2811 Inc
Illinois
$323K – – –
NWM
2007
Northwest Wealth Management
Iowa
$323K +$372 +3 +0.1%
KC
2008
Kingfisher Capital
North Carolina
$323K +$40.5K +326 +15%
AWA
2009
AmeriServ Wealth Advisors
Pennsylvania
$322K +$86.9K +700 +38%
PFC
2010
Poplar Forest Capital
California
$320K – – –
BJ
2011
Brouwer & Janachowski
California
$316K – – –
FC
2012
FCA Corp
Texas
$316K – – –
JCM
2013
Jag Capital Management
Missouri
$316K +$2.11K +17 +0.7%
SIAP
2014
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$316K +$62.1K +500 +25%
VBFG
2015
Vishria Bird Financial Group
Tennessee
$316K +$310K +2,496 New
CRB
2016
Chad R. Baker
$313K – – –
PCP
2017
Proficio Capital Partners
Massachusetts
$313K +$26.4K +213 +9%
CG
2018
Corundum Group
Colorado
$312K -$2.98K -24 -1%
LFA
2019
Legacy Financial Advisors
Kentucky
$311K +$37.1K +299 +14%
PC
2020
Peavine Capital
Nevada
$311K +$80.7K +650 +36%
ICM
2021
IMS Capital Management
Oregon
$310K -$20.5K -165 -6%
GC
2022
Gibson Capital
Pennsylvania
$310K – – –
VCP
2023
Vista Capital Partners
Oregon
$308K +$28.8K +232 +11%
DCM
2024
Delta Capital Management
New Jersey
$302K -$9.93K -80 -3%
TFA
2025
Toth Financial Advisory
Virginia
$301K – – –
79 80
81
82 83