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Name Holding Trade Value Shares
Change 		Change in
Stake
DFIG
2001
Dragon Financial & Investment Group
California
$209K -$171K -851 -46%
MWM
2002
MinichMacGregor Wealth Management
New York
$209K -$114K -565 -36%
IFAM
2003
Institutional & Family Asset Management
Colorado
$209K -$48.9K -243 -19%
RIS
2004
Retirement Income Solutions
Michigan
$209K -$22.8K -113 -10%
FA
2005
FCG Advisors
New Jersey
$209K -$9.66K -48 -5%
RT
2006
Reliance Trust
Georgia
$209K +$203K +1,008 New
CWM
2007
CMH Wealth Management
New Hampshire
$208K +$201K +1,000 New
SA
2008
Sicart Associates
New York
$207K -$40.3K -200 -17%
CA
2009
Cambridge Advisors
Nebraska
$207K -$21.3K -106 -10%
ACC
2010
Accident Compensation Corp
New Zealand
$207K +$201K +1,000 New
BFM
2011
Boothbay Fund Management
New York
$207K +$201K +1,000 New
CFSG
2012
Community Financial Services Group
Vermont
$207K +$201K +1,000 New
IF
2013
IRON Financial
Illinois
$207K +$201K +1,000 New
TSS
2014
Thomas Story & Son
Indiana
$207K +$201K +1,000 New
SIS
2015
Sound Income Strategies
Florida
$205K +$67.2K +334 +51%
BWM
2016
Biltmore Wealth Management
Arizona
$205K +$199K +989 New
HCM
2017
Hengehold Capital Management
Ohio
$205K +$200K +992 New
CCM
2018
Chilton Capital Management
Texas
$204K +$199K +987 New
CW
2019
CreativeOne Wealth
Kansas
$203K -$106K -525 -35%
JGUA
2020
John G. Ullman & Associates
New York
$203K +$197K +978 New
GAM
2021
Gemmer Asset Management
California
$201K – – –
SFWA
2022
Summit Financial Wealth Advisors
Louisiana
$201K +$212K +1,054 New
HF
2023
HRT Financial
New York
$200K -$83.8K -416 -30%
PFA
2024
Paradigm Financial Advisors
Missouri
$200K +$195K +967 New
ELI
2025
Empire Life Investments
Ontario, Canada
$198K – – –
79 80
81
82 83