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Name Holding Trade Value Shares
Change 		Change in
Stake
PH
2001
Pinnacle Holdings
Oklahoma
$386K -$39.5K -180 -11%
WIM
2002
Westside Investment Management
California
$386K +$57.1K +260 +21%
AA
2003
Apriem Advisors
California
$385K +$19.3K +88 +6%
KLWA
2004
Kelly Lawrence W & Associates
California
$385K – – –
AIA
2005
Arbor Investment Advisors
North Carolina
$384K +$1.54K +7 +0.5%
NI
2006
Natural Investments
California
$384K – – –
RMAM
2007
Raab & Moskowitz Asset Management
New Jersey
$383K +$3.73K +17 +1%
WCM
2008
Winebrenner Capital Management
Kentucky
$383K +$219 +1 +0.1%
FWA
2009
Flagship Wealth Advisors
Massachusetts
$383K -$7.9K -36 -2%
HCWM
2010
Hidden Cove Wealth Management
Washington
$383K +$8.12K +37 +3%
SIAG
2011
Safeguard Investment Advisory Group
California
$383K -$2.85K -13 -0.9%
EL
2012
EWA LLC
Pennsylvania
$382K +$21.7K +99 +7%
QFA
2013
Quantum Financial Advisors
California
$382K – – –
BF
2014
Brucke Financial
Indiana
$381K -$3.07K -14 -0.9%
GAM
2015
Gould Asset Management
California
$381K -$1.32K -6 -0.4%
CC
2016
Corton Capital
Ontario, Canada
$380K +$324K +1,478 New
CB
2017
Cadence Bank
Mississippi
$380K +$9.44K +43 +3%
RCM
2018
Raleigh Capital Management
North Carolina
$379K +$150K +684 +87%
BWAM
2019
Boyd Watterson Asset Management
Ohio
$379K – – –
JWM
2020
Jeppson Wealth Management
California
$379K – – –
ACP
2021
Aviance Capital Partners
Florida
$379K -$2.19K -10 -0.7%
HT
2022
Heritage Trust
Oklahoma
$378K +$323K +1,470 New
EGWAG
2023
Elwood & Goetz Wealth Advisory Group
Georgia
$378K – – –
CSC
2024
Caldwell Sutter Capital
California
$377K -$30.7K -140 -9%
CA
2025
Continuum Advisory
Idaho
$377K +$37.1K +169 +13%
79 80
81
82 83