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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
2001
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.64M – – –
SCM
2002
Soros Capital Management
New York
$1.64M +$1.62M +4,476 New
FWM
2003
ForthRight Wealth Management
Georgia
$1.64M -$500K -1,382 -24%
AF
2004
Atala Financial
California
$1.64M -$14.8K -41 -0.9%
LAM
2005
L2 Asset Management
Massachusetts
$1.64M +$66.6K +184 +4%
CST
2006
Charles Schwab Trust
Nevada
$1.64M -$611K -1,688 -27%
GH
2007
GAM Holding
Switzerland
$1.63M -$4.3M -11,884 -73%
AIA
2008
AIMZ Investment Advisors
California
$1.63M -$36.2K -100 -2%
BIA
2009
Beacon Investment Advisors
Maryland
$1.63M +$10.5K +29 +0.7%
AIFAIM
2010
American Institute for Advanced Investment Management
Arizona
$1.63M -$1.81K -5 -0.1%
SMH
2011
Sanders Morris Harris
Texas
$1.62M – – –
IP
2012
Investment Partners
Ohio
$1.62M -$59.3K -164 -4%
NP
2013
Nilsine Partners
Colorado
$1.62M -$51K -141 -3%
MPM
2014
Meritage Portfolio Management
Kansas
$1.62M -$106K -292 -6%
KWM
2015
Keebeck Wealth Management
Illinois
$1.62M +$87.9K +243 +6%
WEG
2016
World Equity Group
Illinois
$1.61M -$527K -1,457 -25%
CWM
2017
Chemistry Wealth Management
New York
$1.61M +$64.4K +178 +4%
CCAM
2018
Cascades Capital Asset Management
North Carolina
$1.61M -$85.8K -237 -5%
TCB
2019
Texas Capital Bancshares
Texas
$1.61M -$7.96K -22 -0.5%
WIC
2020
Wilkins Investment Counsel
Massachusetts
$1.61M – – –
PWM
2021
Pines Wealth Management
North Carolina
$1.6M +$138K +380 +10%
GD
2022
Grandfield & Dodd
New York
$1.6M -$341K -941 -18%
LCM
2023
LCM Capital Management
Illinois
$1.6M +$5.43K +15 +0.3%
FFC
2024
First Financial Corp
Indiana
$1.6M -$6.15K -17 -0.4%
BIG
2025
Brookwood Investment Group
Arizona
$1.6M +$349K +964 +28%
79 80
81
82 83