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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2001
TFG Advisers
Michigan
$600K -$30K -606 -5%
WCG
2002
Weaver Consulting Group
California
$600K +$3.42K +69 +0.6%
5L
2003
55I LLC
Massachusetts
$598K -$66K -1,331 -10%
CS
2004
Cannell & Spears
New York
$598K – – –
MA
2005
MKT Advisors
California
$595K -$19.2K -388 -3%
PRA
2006
Pine Ridge Advisers
New York
$595K – – –
AIM
2007
Allen Investment Management
New York
$592K -$3.17M -63,881 -84%
LA
2008
Latitude Advisors
Florida
$591K +$139K +2,800 +31%
MC
2009
Matisse Capital
Oregon
$590K -$9.91K -200 -2%
WH
2010
Willner & Heller
California
$589K -$21.1K -426 -4%
CHJWM
2011
Carlton Hofferkamp & Jenks Wealth Management
Texas
$586K -$16.4K -330 -3%
ATWA
2012
Arbor Trust Wealth Advisors
Michigan
$584K -$81.8K -1,650 -12%
GC
2013
Gilbert & Cook
Iowa
$583K -$121K -2,448 -17%
RW
2014
Rede Wealth
Virginia
$583K -$51.8K -1,045 -8%
CIA
2015
Caerus Investment Advisors
Texas
$583K -$25.9K -523 -4%
CC
2016
Callan Capital
California
$583K +$12.4K +250 +2%
SG
2017
Stonnington Group
California
$583K +$40.1K +810 +7%
CCA
2018
Childress Capital Advisors
Texas
$583K +$43.6K +879 +8%
LWM
2019
Loveless Wealth Management
Montana
$582K -$166K -3,345 -22%
CYG
2020
Clean Yield Group
Vermont
$579K -$12.6K -255 -2%
SCM
2021
Salem Capital Management
Massachusetts
$579K -$4.96K -100 -0.8%
AWM
2022
Atticus Wealth Management
Florida
$579K +$277K +5,580 +91%
DC
2023
DeDora Capital
California
$578K -$2.13K -43 -0.4%
AWM
2024
Avior Wealth Management
Nebraska
$578K +$52.2K +1,053 +10%
FCB
2025
First Command Bank
Texas
$577K -$107K -2,160 -16%
79 80
81
82 83