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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2001
Councilmark Asset Management
Tennessee
$622K – – –
TFO
2002
Tarbox Family Office
California
$622K – – –
9WM
2003
9258 Wealth Management
Ohio
$621K +$36.6K +591 +6%
FHC
2004
First Heartland Consultants
Missouri
$618K -$76.2K -1,231 -11%
PCP
2005
Proficio Capital Partners
Massachusetts
$616K +$21.5K +348 +4%
KB
2006
Kimelman & Baird
New York
$616K +$599K +9,670 New
RW
2007
Regimen Wealth
Georgia
$615K -$17.7K -286 -3%
FS
2008
Ferguson Shapiro
Georgia
$615K -$1.92K -31 -0.3%
CSI
2009
Cross Staff Investments
New York
$614K – – –
AF
2010
Aldebaran Financial
$614K +$27.2K +439 +5%
TT
2011
TI-Trust
Illinois
$613K – – –
MCM
2012
Maple Capital Management
Vermont
$612K -$5.45K -88 -0.9%
NFSG
2013
Newbridge Financial Services Group
Florida
$612K +$40.1K +648 +7%
GIM
2014
Goelzer Investment Management
Indiana
$611K -$4.15K -67 -0.7%
BIM
2015
Baldwin Investment Management
Pennsylvania
$610K +$4.02K +65 +0.7%
AIA
2016
Alera Investment Advisors
Illinois
$610K -$1.55K -25 -0.3%
CUAMC
2017
China Universal Asset Management Company
China
$609K -$118K -1,902 -17%
SMG
2018
Smart Money Group
Texas
$608K +$72.5K +1,172 +15%
SWA
2019
SFMG Wealth Advisors
Texas
$607K -$7.43K -120 -1%
CT
2020
ClearAlpha Technologies
Connecticut
$606K +$589K +9,517 New
GLLW
2021
Graves Light Lenhart Wealth
Virginia
$606K +$62 +1 +0%
BWA
2022
BCU Wealth Advisors
Illinois
$605K -$31.4K -507 -5%
SWK
2023
Stephen W. Kidder
$603K -$6.19K -100 -1%
SC
2024
Sierra Capital
Florida
$603K – – –
SWM
2025
Stockman Wealth Management
Montana
$603K +$28.2K +455 +5%
79 80
81
82 83