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Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
2001
Roberts, Glore & Co
Illinois
$1.05M -$8.21K -25 -0.8%
MA
2002
MJP Associates
Connecticut
$1.05M +$20K +61 +2%
LFG
2003
Larson Financial Group
Missouri
$1.05M +$90.3K +275 +9%
IIM
2004
InTrack Investment Management
Vermont
$1.04M +$18.4K +56 +2%
CSS
2005
Cubist Systematic Strategies
Connecticut
$1.04M -$9.8M -29,858 -90%
PHS
2006
Pekin Hardy Strauss
Illinois
$1.03M +$6.89K +21 +0.7%
LAIC
2007
Lederer & Associates Investment Counsel
California
$1.03M +$256K +779 +33%
YIH
2008
Y-Intercept (HK)
Hong Kong
$1.03M +$1.03M +3,149 New
IA
2009
Icon Advisers
Colorado
$1.03M – – –
HI
2010
Hudock Inc
Pennsylvania
$1.03M +$7.22K +22 +0.7%
RI
2011
Ridgewood Investments
New Jersey
$1.03M – – –
ABTD
2012
Arvest Bank Trust Division
Oklahoma
$1.02M +$20K +61 +2%
OL
2013
Optas LLC
Texas
$1.02M +$53.5K +163 +6%
VFA
2014
Voya Financial Advisors
Connecticut
$1.02M +$28.2K +86 +3%
JWM
2015
Jeppson Wealth Management
California
$1.02M -$8.21K -25 -0.8%
AC
2016
Avestar Capital
New York
$1.02M -$1.64K -5 -0.2%
CFS
2017
Cannon Financial Strategists
Georgia
$1.01M +$16.1K +49 +2%
OFG
2018
Oxford Financial Group
Indiana
$1.01M +$132K +402 +15%
SDWMA
2019
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.01M +$148K +452 +17%
RWA
2020
Redhawk Wealth Advisors
Minnesota
$1.01M +$235K +715 +30%
BOM
2021
Bank of Marin
California
$1.01M -$283K -863 -22%
SQA
2022
Simon Quick Advisors
New Jersey
$1M +$118K +360 +13%
SIA
2023
Strategic Investment Advisors
Michigan
$1M -$849K -2,586 -46%
NFG
2024
Nadler Financial Group
Illinois
$996K -$657 -2 -0.1%
CDIA
2025
Capital Directions Investment Advisors
Georgia
$995K +$246K +749 +33%
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