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Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
2001
Nexpoint Asset Management
Texas
$1.27M -$144K -1,000 -13%
B
2002
Bridgeworth
Alabama
$1.27M -$3.16K -22 -0.3%
VFM
2003
Viking Fund Management
North Dakota
$1.27M – – –
FIA
2004
FNY Investment Advisers
New York
$1.27M +$1M +7,000 New
SRSA
2005
S.R. Schill & Associates
Washington
$1.27M +$41.5K +289 +4%
EGA
2006
E&G Advisors
Texas
$1.26M +$10K +70 +1%
AA
2007
Addison Advisors
Vermont
$1.26M +$1M +6,973 New
AIC
2008
Ayalon Insurance Company
Israel
$1.26M +$993K +6,915 +21,609%
AIM
2009
Aspen Investment Management
Michigan
$1.26M -$9.33K -65 -0.9%
HR
2010
Hardy Reed
Mississippi
$1.25M -$24.7K -172 -2%
WQ
2011
Wealth Quarterback
New Jersey
$1.25M -$555K -3,865 -36%
AWA
2012
AmeriServ Wealth Advisors
Pennsylvania
$1.25M +$991K +6,902 New
UWM
2013
Urban Wealth Management
California
$1.25M +$991K +6,905 New
TI
2014
Telemetry Investments
New York
$1.25M – – –
LA
2015
LVW Advisors
New York
$1.25M -$93.4K -651 -9%
GBBWRPM
2016
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.25M -$8.9K -62 -0.9%
DBIA
2017
Dumont & Blake Investment Advisors
New Jersey
$1.25M -$47.1K -328 -5%
BI
2018
Ballast Inc
Kentucky
$1.25M -$11.9K -83 -1%
BPM
2019
Blue Pool Management
Hong Kong
$1.25M – – –
PVH
2020
Psagot Value Holdings
Israel
$1.25M +$494K +3,441 +100%
LTI
2021
Laffer Tengler Investments
Tennessee
$1.24M +$214K +1,491 +28%
EWM
2022
Executive Wealth Management
Michigan
$1.24M +$121K +841 +14%
IPW
2023
Inlet Private Wealth
Florida
$1.24M -$9.76K -68 -1%
WP
2024
WealthShield Partners
North Carolina
$1.23M +$89.6K +624 +10%
RA
2025
Rational Advisors
New York
$1.23M +$963K +6,712 +7,296%
79 80
81
82 83