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Name Holding Trade Value Shares
Change 		Change in
Stake
FG
2001
Foster Group
Iowa
$2.08M -$23.7K -74 -1%
BBA
2002
BLB&B Advisors
Pennsylvania
$2.07M -$62.6K -195 -3%
CCM
2003
Courage Capital Management
Tennessee
$2.07M – – –
ISL
2004
Ingalls & Snyder LLC
New York
$2.06M -$97.2K -303 -5%
CIM
2005
CIM Investment Management
Pennsylvania
$2.06M -$1.92M -5,971 -50%
ATWA
2006
Arbor Trust Wealth Advisors
Michigan
$2.05M -$106K -330 -5%
GFS
2007
GYL Financial Synergies
Connecticut
$2.05M +$57.4K +179 +3%
GHAM
2008
Gilman Hill Asset Management
Connecticut
$2.05M +$31.8K +99 +2%
CT
2009
Chicago Trust
Illinois
$2.05M +$1.55M +4,845 +463%
GA
2010
GoalVest Advisory
New York
$2.04M -$71.5K -223 -4%
CP
2011
Castleview Partners
Texas
$2.04M +$1.88M +5,872 New
CBN
2012
Cadence Bank NA
Texas
$2.04M +$30.5K +95 +2%
VSWA
2013
Vontobel Swiss Wealth Advisors
Switzerland
$2.04M +$175K +547 +10%
BOS
2014
Bank of Stockton
California
$2.03M -$52.9K -165 -3%
GIM
2015
Grassi Investment Management
California
$2.03M -$253K -790 -12%
IAP
2016
Indie Asset Partners
Indiana
$2.03M +$6.42K +20 +0.3%
ATC
2017
Adirondack Trust Company
New York
$2.02M +$8.66K +27 +0.5%
T
2018
TOBAM
France
$2.02M -$37.2K -116 -2%
TSWM
2019
Triangle Securities Wealth Management
North Carolina
$2.02M +$11.5K +36 +0.6%
DI
2020
DAGCO Inc
Ohio
$2.01M -$28.9K -90 -2%
EHWM
2021
Eads & Heald Wealth Management
Georgia
$2.01M -$143K -447 -7%
AW
2022
Alaethes Wealth
Nevada
$2.01M +$18.6K +58 +1%
FA
2023
FMA Advisory
Pennsylvania
$2M -$3.21K -10 -0.2%
LA
2024
LVW Advisors
New York
$2M +$88.5K +276 +5%
FSCP
2025
Franklin Street Capital Partners
New York
$2M -$4.17M -13,000 -69%
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