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Name Holding Trade Value Shares
Change 		Change in
Stake
WKSWA
2001
White Knight Strategic Wealth Advisors
New Jersey
$940K +$128K +275 +17%
FAB
2002
First American Bank
Illinois
$939K +$885K +1,902 New
EL
2003
Essex LLC
Illinois
$938K -$11.6K -25 -1%
CC
2004
Cadinha & Co
Hawaii
$936K – – –
GWANC
2005
Guardian Wealth Advisors (North Carolina)
North Carolina
$932K -$14K -30 -2%
RB
2006
Renasant Bank
Mississippi
$931K -$199K -427 -18%
EW
2007
Elyxium Wealth
California
$929K +$875K +1,882 New
MPPW
2008
Mitchell & Pahl Private Wealth
Oklahoma
$926K -$1.4K -3 -0.2%
KA
2009
KLCM Advisors
Wisconsin
$926K – – –
WT
2010
Washington Trust
Rhode Island
$923K -$7.91K -17 -0.9%
MIA
2011
MainStreet Investment Advisors
Illinois
$922K -$201K -432 -19%
MCCP
2012
Mission Creek Capital Partners
California
$921K -$23.7K -51 -3%
LCM
2013
Lazari Capital Management
California
$920K -$15.3K -33 -2%
PBK
2014
Peoples Bank (Kansas)
Kansas
$920K – – –
SCP
2015
Sivia Capital Partners
California
$919K +$81.4K +175 +10%
SC
2016
Solstein Capital
California
$918K – – –
GAA
2017
Global Assets Advisory
Florida
$915K +$857K +1,843 New
VDBMI
2018
Van Den Berg Management I
Texas
$910K -$8.37K -18 -1%
WRPWM
2019
Werba Rubin Papier Wealth Management
California
$910K -$68.8K -148 -7%
SRC
2020
Shufro Rose & Co
New York
$906K – – –
DJSG
2021
D.J. St. Germain
Massachusetts
$906K -$5.12K -11 -0.6%
MCC
2022
Money Concepts Capital
Florida
$906K +$12.6K +27 +1%
KWM
2023
Kolinsky Wealth Management
New Jersey
$905K +$63.7K +137 +8%
MCM
2024
Monument Capital Management
Virginia
$904K – – –
DEM
2025
Disciplined Equity Management
Florida
$904K -$74.4K -160 -8%
79 80
81
82 83