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Name Holding Trade Value Shares
Change 		Change in
Stake
IGGA
2001
Iron Gate Global Advisors
Utah
$1.14M -$10.5K -20 -0.9%
FLI
2002
Family Legacy Inc
South Carolina
$1.14M -$9.48K -18 -0.8%
GWANC
2003
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.14M -$29K -55 -2%
SCP
2004
Stevens Capital Partners
Nebraska
$1.14M -$16.9K -32 -1%
MMM
2005
Mendel Money Management
Illinois
$1.13M +$1.05K +2 +0.1%
AIM
2006
Advyzon Investment Management
Illinois
$1.13M -$242K -460 -17%
PSP
2007
Principal Street Partners
Tennessee
$1.13M -$61.1K -116 -5%
DA
2008
Doliver Advisors
Texas
$1.13M -$88.5K -168 -7%
SCM
2009
Sunbeam Capital Management
Georgia
$1.12M +$23.2K +44 +2%
SFO
2010
Stokes Family Office
Louisiana
$1.12M -$473K -899 -29%
KIM
2011
Kestra Investment Management
Texas
$1.12M -$728K -1,382 -38%
MAM
2012
MWA Asset Management
Massachusetts
$1.12M -$4.21K -8 -0.4%
BHCM
2013
Brevan Howard Capital Management
Jersey
$1.11M -$3.53M -6,708 -75%
CWM
2014
Challenger Wealth Management
California
$1.11M -$10.5K -20 -0.9%
VAG
2015
VisionPoint Advisory Group
Texas
$1.11M -$2.11K -4 -0.2%
FMB
2016
Field & Main Bank
Kentucky
$1.11M – – –
SWM
2017
Scissortail Wealth Management
Oklahoma
$1.11M – – –
MCC
2018
Money Concepts Capital
Florida
$1.11M -$90.1K -171 -7%
OL
2019
OneFund LLC
Florida
$1.11M -$81.6K -155 -6%
AB
2020
Atlas Brown
Kentucky
$1.11M +$30K +57 +3%
II
2021
Impact Investors
California
$1.11M -$11.1K -21 -0.9%
WKWM
2022
Walter & Keenan Wealth Management
Indiana
$1.11M -$117K -222 -9%
JCM
2023
Jacobsen Capital Management
Utah
$1.1M +$2.63K +5 +0.2%
SIA
2024
SkyView Investment Advisors
New Jersey
$1.1M +$7.9K +15 +0.7%
VEM
2025
Vann Equity Management
Texas
$1.1M +$1.16M +2,198 New
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