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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2001
Aster Capital Management
United Arab Emirates
$1.12M -$1.65M -3,301 -60%
SI
2002
Seeds Investor
New York
$1.12M -$107K -214 -9%
MAM
2003
MWA Asset Management
Massachusetts
$1.11M -$31.4K -63 -3%
PC
2004
PCB Capital
New Jersey
$1.11M +$47.9K +96 +5%
CAI
2005
Capital Advisors Inc
Oklahoma
$1.11M -$16K -32 -1%
IAS
2006
IMA Advisory Services
Colorado
$1.11M +$170K +341 +19%
HKIM
2007
Hayek Kallen Investment Management
Alabama
$1.11M +$98.7K +198 +10%
VEM
2008
Vann Equity Management
Texas
$1.11M -$19.4K -39 -2%
CWM
2009
Connecticut Wealth Management
Connecticut
$1.11M -$8.97K -18 -0.8%
CWM
2010
Challenger Wealth Management
California
$1.11M -$38.4K -77 -3%
SOAMC
2011
Spirit of America Management Corp
New York
$1.1M -$150K -300 -12%
WF
2012
WinCap Financial
Massachusetts
$1.1M +$67.3K +135 +7%
LI
2013
Lafayette Investments
Maryland
$1.1M +$738K +1,480 +222%
NFG
2014
Northbridge Financial Group
Florida
$1.1M +$67.3K +135 +7%
EGWAG
2015
Elwood & Goetz Wealth Advisory Group
Georgia
$1.1M +$326K +653 +44%
LOAMU
2016
Lombard Odier Asset Management (USA)
New York
$1.1M +$1.07M +2,143 New
FWTB
2017
First Western Trust Bank
Colorado
$1.1M +$1.5K +3 +0.1%
CP
2018
Castleview Partners
Texas
$1.1M +$8.48K +17 +0.8%
RWPA
2019
Richard W. Paul & Associates
Michigan
$1.1M +$28.9K +58 +3%
PWM
2020
Prentice Wealth Management
New York
$1.09M -$1.5K -3 -0.1%
RIM
2021
Redwood Investment Management
Arizona
$1.09M +$73.8K +148 +7%
CFIA
2022
Cantor Fitzgerald Investment Advisors
New York
$1.09M – – –
FFO
2023
Fiduciary Family Office
Florida
$1.09M -$160K -320 -13%
MWAM
2024
Manhattan West Asset Management
California
$1.09M – – –
WFC
2025
Western Financial Corp
California
$1.09M +$33.4K +67 +3%
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