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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2001
Westmount Partners
California
$1.13M +$1.94K +13 +0.2%
SCI
2002
Stableford Capital II
Arizona
$1.13M +$83.9K +564 +8%
AA
2003
Advisory Alpha
Michigan
$1.13M +$47.5K +319 +4%
RSA
2004
River Street Advisors
Illinois
$1.13M +$673K +4,522 +144%
HCM
2005
Hodges Capital Management
Texas
$1.13M -$823K -5,529 -42%
EW
2006
Element Wealth
Mississippi
$1.12M +$31.3K +210 +3%
DF
2007
Donoghue Forlines
Massachusetts
$1.12M +$174K +1,170 +18%
1WM
2008
1900 Wealth Management
Texas
$1.12M – – –
CPA
2009
Court Place Advisors
Maryland
$1.11M -$37.2K -250 -3%
BFA
2010
Brendel Financial Advisors
New Hampshire
$1.11M -$85.1K -572 -7%
FPB
2011
First PREMIER Bank
South Dakota
$1.1M +$70.4K +473 +7%
TNA
2012
True North Advisors
Texas
$1.1M -$412K -2,766 -27%
EFSCE
2013
Enterprise Financial Services Corp (EFSC)
Missouri
$1.1M -$87.8K -590 -7%
CCA
2014
Conservest Capital Advisors
Pennsylvania
$1.1M – – –
MCC
2015
Money Concepts Capital
Florida
$1.1M +$22.5K +151 +2%
WAM
2016
Wolverine Asset Management
Illinois
$1.1M +$1.11M +7,450 New
CWM
2017
Centric Wealth Management
Illinois
$1.1M -$1.94K -13 -0.2%
LMKC
2018
L.M. Kohn & Company
Ohio
$1.09M +$43.2K +290 +4%
BOPW
2019
Brandywine Oak Private Wealth
Pennsylvania
$1.09M -$16.1K -108 -1%
LAM
2020
L2 Asset Management
Massachusetts
$1.09M +$37.4K +251 +4%
PCG
2021
PFC Capital Group
California
$1.08M +$61.8K +415 +6%
JSSH
2022
J. Safra Sarasin Holding
$1.08M -$119K -802 -10%
EDRH
2023
Edmond de Rothschild Holding
Switzerland
$1.08M -$433K -2,912 -28%
MJRIC
2024
Mogy Joel R Investment Counsel
California
$1.08M -$14.9K -100 -1%
LSIA
2025
LaSalle St. Investment Advisors
Illinois
$1.08M +$96.9K +651 +10%
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