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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
2001
Choreo LLC
Illinois
$412K -$2.18K -6 -0.5%
HFM
2002
Hartford Financial Management
Connecticut
$412K +$8.36K +23 +2%
CIA
2003
Citadel Investment Advisory
Ohio
$410K – – –
KA
2004
KLCM Advisors
Wisconsin
$409K +$182K +500 +74%
SPIO
2005
Seven Post Investment Office
California
$405K – – –
EPA
2006
Element Pointe Advisors
Florida
$405K +$2.18K +6 +0.5%
AI
2007
AXS Investments
New York
$404K -$11.4M -31,257 -96%
CCM
2008
Crew Capital Management
Ohio
$404K – – –
HCP
2009
Hexagon Capital Partners
Arkansas
$404K – – –
WCWM
2010
Willow Creek Wealth Management
California
$404K – – –
ACP
2011
Arcus Capital Partners
Georgia
$404K +$18.2K +50 +4%
DOA
2012
D'Orazio & Associates
Virginia
$404K +$59.3K +163 +16%
HFS
2013
Howard Financial Services
Texas
$402K – – –
FNBOSM
2014
First National Bank of South Miami
Florida
$401K +$37.5K +103 +10%
JSL
2015
JT Stratford LLC
Georgia
$397K -$140K -384 -25%
DWP
2016
Destiny Wealth Partners
Florida
$397K -$11.6K -32 -3%
FLPIM
2017
F.L. Putnam Investment Management
Massachusetts
$396K -$156K -430 -27%
CCWA
2018
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$395K -$63.3K -174 -13%
NB
2019
NBT Bank
New York
$395K – – –
LF
2020
Lantz Financial
Illinois
$394K +$16.4K +45 +4%
IA
2021
Insight Advisors
Pennsylvania
$393K -$18.9K -52 -4%
CCA
2022
Conestoga Capital Advisors
Pennsylvania
$393K – – –
JWM
2023
JFG Wealth Management
Colorado
$392K – – –
EWM
2024
EPG Wealth Management
Georgia
$392K +$24.4K +67 +6%
WCA
2025
Westover Capital Advisors
Delaware
$387K -$10.9K -30 -3%
79 80
81
82 83