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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2001
Gateway Advisory
New Jersey
$412K – – –
SL
2002
Signition LP
New York
$410K -$2.61M -13,755 -86%
TAM
2003
Taurus Asset Management
New York
$410K – – –
GWS
2004
Glassman Wealth Services
Virginia
$409K -$49.4K -260 -10%
EWM
2005
Endurance Wealth Management
Rhode Island
$409K +$57K +300 +15%
ZIC
2006
ZWJ Investment Counsel
Georgia
$408K -$10.5K -55 -2%
OPA
2007
Old Port Advisors
Maine
$408K +$17.9K +94 +4%
HCIA
2008
Hochman Cole Investment Advisors
Illinois
$406K – – –
RWM
2009
Ritholtz Wealth Management
New York
$406K +$21.3K +112 +5%
SCM
2010
Smith Capital Management
Arkansas
$405K +$17.1K +90 +4%
IIC
2011
Ironwood Investment Counsel
Arizona
$405K +$60.4K +318 +16%
SFM
2012
Systematic Financial Management
New Jersey
$404K -$2.72M -14,298 -86%
PMFA
2013
Plante Moran Financial Advisors
Michigan
$402K -$86.9K -457 -17%
OC
2014
Oakworth Capital
Alabama
$402K -$31.6K -166 -7%
LIA
2015
LBMC Investment Advisors
Tennessee
$402K -$7.41K -39 -2%
JWA
2016
JFS Wealth Advisors
Pennsylvania
$402K +$3.61K +19 +0.8%
FDS
2017
First Dallas Securities
Texas
$401K +$4.75K +25 +1%
IF
2018
IRON Financial
Illinois
$401K +$39K +205 +10%
SRC
2019
Shufro Rose & Co
New York
$401K +$228K +1,200 +114%
JPLA
2020
Joseph P. Lucia & Associates
New York
$400K -$9.5K -50 -2%
CG
2021
Cynosure Group
Utah
$399K -$151K -793 -26%
LRIA
2022
Leonard Rickey Investment Advisors
Washington
$399K +$11.8K +62 +3%
SCM
2023
Stonebridge Capital Management
California
$398K -$61.8K -325 -13%
PFA
2024
Pinnacle Family Advisors
Missouri
$398K -$41.8K -220 -9%
ACM
2025
AlphaStar Capital Management
North Carolina
$398K -$40.1K -211 -9%
79 80
81
82 83