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Name Holding Trade Value Shares
Change 		Change in
Stake
AIMA
2001
Ables Iannone Moore & Associates
Georgia
$1.35M -$2.19K -14 -0.2%
WWM
2002
Waterway Wealth Management
Texas
$1.35M +$56.8K +363 +5%
SOS
2003
Silver Oak Securities
Tennessee
$1.34M +$65.1K +416 +5%
BIG
2004
Brooklyn Investment Group
New York
$1.34M +$45.6K +291 +4%
PWM
2005
Peterson Wealth Management
Nevada
$1.34M +$18.3K +117 +1%
CAM
2006
Covenant Asset Management
New Jersey
$1.34M -$350K -2,235 -22%
HP
2007
Hilltop Partners
Indiana
$1.34M -$62.5K -399 -5%
KFI
2008
Key Financial Inc
Pennsylvania
$1.34M -$36.9K -236 -3%
PCMK
2009
Paragon Capital Management (Kansas)
Kansas
$1.33M -$74.2K -474 -6%
KIM
2010
Kestra Investment Management
Texas
$1.33M +$94.9K +606 +8%
FLI
2011
Family Legacy Inc
South Carolina
$1.33M +$11.3K +72 +0.9%
GF
2012
Gries Financial
Ohio
$1.33M +$38K +243 +3%
LFM
2013
LGT Fund Management
Liechtenstein
$1.33M -$1.33M -8,467 -52%
SAM
2014
Sawgrass Asset Management
Florida
$1.33M -$49.5K -316 -4%
IC
2015
Iconiq Capital
California
$1.33M +$433K +2,766 +54%
MP
2016
Moment Partners
California
$1.32M -$24.4K -156 -2%
FC
2017
Fjell Capital
North Dakota
$1.32M +$275K +1,754 +29%
OFS
2018
Orrstown Financial Services
Pennsylvania
$1.32M -$162K -1,035 -12%
DA
2019
Doliver Advisors
Texas
$1.32M -$18.6K -119 -1%
HPBT
2020
Hickory Point Bank & Trust
Illinois
$1.32M +$43.7K +279 +4%
FSC
2021
Full Sail Capital
Oklahoma
$1.31M -$9.08K -58 -0.7%
GSWM
2022
Golden State Wealth Management
California
$1.31M +$37.4K +239 +3%
E3F
2023
Eight 31 Financial
Texas
$1.31M -$187K -1,192 -13%
GA
2024
GoalVest Advisory
New York
$1.31M +$75.5K +482 +7%
WQ
2025
Wealth Quarterback
New Jersey
$1.31M -$173K -1,103 -12%
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