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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2001
ARS Wealth Advisors
Florida
– -$346K -2,396 Closed
BCA
2002
Bay Colony Advisors
Massachusetts
– -$329K -2,278 Closed
KJWM
2003
Kiley Juergens Wealth Management
Washington
– -$325K -2,252 Closed
VSWA
2004
Vontobel Swiss Wealth Advisors
Switzerland
– -$322K -2,228 Closed
JFA
2005
Johanson Financial Advisors
California
– -$322K -2,224 Closed
FIMG
2006
Financial & Investment Management Group
Michigan
– -$319K -2,203 Closed
SIA
2007
Starfire Investment Advisers
Michigan
– -$310K -2,145 Closed
DR
2008
Davis Rea
Ontario, Canada
– -$310K -2,141 Closed
LB
2009
Landmark Bank
Missouri
– -$307K -2,122 Closed
CI
2010
Capital International
California
– -$304K -2,102 Closed
FPCP
2011
Fort Point Capital Partners
California
– -$296K -2,048 Closed
UBV
2012
United Bank (Virginia)
Virginia
– -$295K -2,047 Closed
RIM
2013
Redwood Investment Management
Arizona
– -$293K -2,024 Closed
WIA
2014
Westbourne Investment Advisors
Maryland
– -$291K -2,016 Closed
OWA
2015
One Wealth Advisors
California
– -$288K -1,994 Closed
BI
2016
Bredin Investment
Delaware
– -$285K -1,970 Closed
DWM
2017
Dynasty Wealth Management
Florida
– -$284K -1,965 Closed
I
2018
IberiaBank
Louisiana
– -$284K -1,964 Closed
WAG
2019
Winthrop Advisory Group
Massachusetts
– -$282K -1,950 Closed
BA
2020
Bennicas & Associates
California
– -$281K -1,945 Closed
RPA
2021
Rock Point Advisors
Vermont
– -$278K -1,923 Closed
LC
2022
Lincoln Capital
Nebraska
– -$272K -1,885 Closed
FRM
2023
Foundation Resource Management
Arkansas
– -$271K -1,878 Closed
MCM
2024
Mengis Capital Management
Oregon
– -$271K -1,875 Closed
PBO
2025
Peoples Bank (Ohio)
Ohio
– -$268K -1,852 Closed
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