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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
2001
Cornercap Investment Counsel
Georgia
$1.71M -$1.34M -3,678 -47%
OIM
2002
Opus Investment Management
Massachusetts
$1.7M – – –
CANC
2003
Culbertson A N & Co
Virginia
$1.7M -$27.4K -75 -2%
CCA
2004
Cobblestone Capital Advisors
New York
$1.7M +$125K +344 +9%
LI
2005
Louisbourg Investments
New Brunswick, Canada
$1.7M – – –
DA
2006
Doliver Advisors
Texas
$1.69M +$12K +33 +0.8%
D
2007
Diversified
Delaware
$1.69M +$98.1K +269 +7%
DE
2008
Diversified Enterprises
Delaware
$1.69M +$1.52M +4,180 New
ECA
2009
Elevated Capital Advisors
Utah
$1.69M +$402K +1,103 +36%
WEG
2010
World Equity Group
Illinois
$1.69M +$90.1K +247 +6%
SPC
2011
Spirepoint Private Client
Florida
$1.68M +$15K +41 +1%
BI
2012
Berkeley Inc
Idaho
$1.68M +$812K +2,227 +116%
IIM
2013
Ipswich Investment Management
Massachusetts
$1.68M -$18.2K -50 -1%
SSA
2014
Sierra Summit Advisors
Nevada
$1.68M +$265K +726 +21%
IP
2015
Investment Partners
Ohio
$1.68M -$6.93K -19 -0.5%
RFA
2016
Register Financial Advisors
Georgia
$1.67M -$17.5K -48 -1%
CF
2017
Copperwynd Financial
Arizona
$1.67M -$208K -569 -12%
OFS
2018
OMC Financial Services
New York
$1.67M – – –
SDAM
2019
Shulman DeMeo Asset Management
New York
$1.66M -$4.38K -12 -0.3%
WP
2020
WealthPLAN Partners
Nebraska
$1.66M +$248K +679 +20%
BWP
2021
Balboa Wealth Partners
Arizona
$1.66M +$8.39K +23 +0.6%
FWA
2022
FSM Wealth Advisors
Ohio
$1.66M +$8.75K +24 +0.6%
ATS
2023
Ashton Thomas Securities
New York
$1.66M +$121K +331 +9%
CIM
2024
Corda Investment Management
Texas
$1.66M +$327K +896 +28%
CRI
2025
Colonial River Investments
Virginia
$1.66M +$9.12K +25 +0.6%
79 80
81
82 83