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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2001
Leisure Capital Management
California
$205K +$209K +5,545 New
TPWA
2002
Twin Peaks Wealth Advisors
California
$204K +$153K +4,061 New
IAG
2003
Investment Advisory Group
Massachusetts
$204K +$209K +5,526 New
ATS
2004
Ashton Thomas Securities
New York
$204K +$6.04K +160 +3%
AFO
2005
Arrowroot Family Office
California
$203K -$34.1K -904 -14%
BLWM
2006
Bucket List Wealth Management
Florida
$203K +$208K +5,514 New
DCM
2007
Dudley Capital Management
Virginia
$203K +$208K +5,514 New
CPA
2008
Capital Planning Advisors
California
$203K +$208K +5,513 New
OPCM
2009
Osborne Partners Capital Management
California
$203K +$208K +5,513 New
DLA
2010
Douglas Lane & Associates
New York
$203K +$208K +5,507 New
SCM
2011
Sterneck Capital Management
Missouri
$203K +$208K +5,504 New
BST
2012
Bath Savings Trust
Maine
$203K +$208K +5,500 New
ZIG
2013
Zuckerman Investment Group
Illinois
$203K +$208K +5,496 New
FNBOO
2014
First National Bank of Omaha
Nebraska
$203K +$205K +5,435 New
AWS
2015
Arkfeld Wealth Strategies
Nebraska
$203K +$180K +4,755 New
KWM
2016
Keebeck Wealth Management
Illinois
$203K +$207K +5,491 New
PWW
2017
Pettyjohn Wood & White
Virginia
$202K +$207K +5,476 New
IIC
2018
Integrated Investment Consultants
Michigan
$202K -$7.33K -194 -3%
EL
2019
EWA LLC
Pennsylvania
$202K +$207K +5,470 New
HHCP
2020
Hilton Head Capital Partners
South Carolina
$202K +$206K +5,465 New
PIM
2021
Platinum Investment Management
Australia
$201K -$1.47M -38,970 -88%
NPT
2022
Nixon Peabody Trust
Massachusetts
$201K -$39.8K -1,055 -16%
CPSAC
2023
Chas P. Smith & Associates (CPS)
Florida
$201K +$206K +5,444 New
LFG
2024
Lazard Frères Gestion
France
$200K +$205K +5,433 New
SS
2025
Sunbelt Securities
Texas
$198K +$27.6K +732 +16%
79 80
81
82 83