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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2001
Stockman Wealth Management
Montana
$1.15M -$60.9K -421 -5%
HBW
2002
Hazlett, Burt & Watson
West Virginia
$1.15M +$1.21M +8,366 New
PPP
2003
Private Portfolio Partners
New Jersey
$1.15M +$170K +1,175 +16%
ACMA
2004
Arbor Capital Management (Alaska)
Alaska
$1.15M -$323K -2,232 -21%
HCM
2005
Harvey Capital Management
Florida
$1.14M -$2.89K -20 -0.2%
VIM
2006
Vista Investment Management
Pennsylvania
$1.14M +$115K +798 +11%
BI
2007
Blooom Inc
Kansas
$1.14M -$115K -798 -9%
SC
2008
Schulhoff & Co
Ohio
$1.14M +$2.89K +20 +0.2%
KIC
2009
Kensington Investment Counsel
California
$1.14M +$12.7K +88 +1%
AWM
2010
Atticus Wealth Management
Florida
$1.13M -$69.7K -482 -6%
NIMI
2011
Natixis Investment Managers International
France
$1.13M +$1.1M +7,612 +1,157%
AI
2012
Accredited Investors
Minnesota
$1.13M +$86.5K +598 +8%
EF
2013
Empowered Funds
Pennsylvania
$1.13M +$1.19M +8,259 New
WCG
2014
Weaver Consulting Group
California
$1.13M +$60.3K +417 +5%
GG
2015
Gleason Group
Kentucky
$1.13M +$61.4K +425 +5%
AIP
2016
Almanack Investment Partners
Pennsylvania
$1.13M -$36.4K -252 -3%
MA
2017
MONECO Advisors
Connecticut
$1.13M +$103K +714 +10%
FPCM
2018
Financial Partners Capital Management
New York
$1.12M +$159K +1,097 +15%
TVWM
2019
Tower View Wealth Management
Wisconsin
$1.12M -$1.87M -12,914 -61%
CC
2020
Chicago Capital
Illinois
$1.12M -$33.8K -234 -3%
STAS
2021
Strong Tower Advisory Services
Minnesota
$1.12M +$238K +1,649 +25%
OA
2022
Oxbow Advisors
Texas
$1.12M -$81K -560 -6%
GITFIT
2023
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.12M +$1.18M +8,139 New
OWA
2024
Octavia Wealth Advisors
Ohio
$1.12M -$18.6K -129 -2%
HKIM
2025
Hayek Kallen Investment Management
Alabama
$1.11M +$13K +90 +1%
79 80
81
82 83