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Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
2001
Northern Financial Advisors
Michigan
$1.14M -$37.9K -76 -3%
MCC
2002
Money Concepts Capital
Florida
$1.14M -$3.99K -8 -0.4%
CWA
2003
Crusonia Wealth Advisors
Colorado
$1.13M +$91.7K +184 +9%
CWA
2004
Crux Wealth Advisors
California
$1.13M -$55.3K -111 -5%
CIC
2005
Crawford Investment Counsel
Georgia
$1.13M +$11K +22 +1%
OL
2006
OneFund LLC
Florida
$1.13M -$25.9K -52 -2%
AM
2007
Atwater Malick
Pennsylvania
$1.13M +$67.8K +136 +7%
SI
2008
Scharf Investments
California
$1.13M -$551K -1,105 -34%
FWA
2009
FSM Wealth Advisors
Ohio
$1.12M +$21.4K +43 +2%
FMN
2010
Financial Management Network
California
$1.12M -$22.4K -45 -2%
JCM
2011
Jacobsen Capital Management
Utah
$1.12M -$16K -32 -1%
ACM
2012
Aster Capital Management
United Arab Emirates
$1.12M -$1.65M -3,301 -60%
SI
2013
Seeds Investor
New York
$1.12M -$107K -214 -9%
MAM
2014
MWA Asset Management
Massachusetts
$1.11M -$31.4K -63 -3%
PC
2015
PCB Capital
New Jersey
$1.11M +$47.9K +96 +5%
CAI
2016
Capital Advisors Inc
Oklahoma
$1.11M -$16K -32 -1%
IAS
2017
IMA Advisory Services
Colorado
$1.11M +$170K +341 +19%
HKIM
2018
Hayek Kallen Investment Management
Alabama
$1.11M +$98.7K +198 +10%
VEM
2019
Vann Equity Management
Texas
$1.11M -$19.4K -39 -2%
CWM
2020
Connecticut Wealth Management
Connecticut
$1.11M -$8.97K -18 -0.8%
CWM
2021
Challenger Wealth Management
California
$1.11M -$38.4K -77 -3%
SOAMC
2022
Spirit of America Management Corp
New York
$1.1M -$150K -300 -12%
WF
2023
WinCap Financial
Massachusetts
$1.1M +$67.3K +135 +7%
LI
2024
Lafayette Investments
Maryland
$1.1M +$738K +1,480 +222%
NFG
2025
Northbridge Financial Group
Florida
$1.1M +$67.3K +135 +7%
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