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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2001
WMS Partners
Maryland
$1.11M +$90.8K +352 +9%
VC
2002
Veracity Capital
Georgia
$1.11M +$100K +388 +10%
WAG
2003
Winthrop Advisory Group
Massachusetts
$1.11M +$151K +586 +16%
BFPW
2004
BOK Financial Private Wealth
Colorado
$1.11M +$37.1K +144 +4%
CCP
2005
Cardan Capital Partners
Colorado
$1.1M -$6.45K -25 -0.6%
HI
2006
HBK Investments
Texas
$1.1M +$1.09M +4,218 New
GC
2007
Garde Capital
Washington
$1.1M -$51.8K -201 -5%
ER
2008
Enlightenment Research
Florida
$1.1M +$1.08M +4,195 New
HCM
2009
Highlander Capital Management
New Jersey
$1.09M – – –
BWA
2010
Beam Wealth Advisors
Louisiana
$1.09M +$3.87K +15 +0.4%
BFO
2011
Boston Family Office
Massachusetts
$1.08M +$30.9K +120 +3%
PIA
2012
Pinion Investment Advisors
Kansas
$1.08M – – –
RCM
2013
Requisite Capital Management
Texas
$1.07M +$335K +1,300 +46%
RWA
2014
Redhawk Wealth Advisors
Minnesota
$1.07M +$703K +2,726 +200%
CBN
2015
Cadence Bank NA
Texas
$1.07M +$10.1K +39 +1%
DA
2016
DSC Advisors
Illinois
$1.06M +$232K +899 +29%
BWM
2017
Baystate Wealth Management
Massachusetts
$1.06M -$135K -524 -12%
AIA
2018
Arbor Investment Advisors
North Carolina
$1.05M – – –
SFSIG
2019
San Francisco Sentry Investment Group
California
$1.05M -$5.42K -21 -0.5%
AFM
2020
Anson Funds Management
Texas
$1.05M +$1.03M +4,000 New
UBG
2021
United Bank (Georgia)
Georgia
$1.05M +$200K +777 +24%
CA
2022
Continuum Advisory
Idaho
$1.05M +$24.5K +95 +2%
FNBOH
2023
First National Bank of Hutchinson
Kansas
$1.04M -$38.4K -149 -4%
TCM
2024
TimesSquare Capital Management
New York
$1.04M – – –
AAP
2025
Arax Advisory Partners
Colorado
$1.04M -$444K -1,720 -30%
79 80
81
82 83