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Name Holding Trade Value Shares
Change 		Change in
Stake
VPW
2001
Vericrest Private Wealth
Pennsylvania
$1.26M – – –
CDH
2002
Charles D. Hyman
$1.25M -$711K -2,843 -33%
NF
2003
Nikulski Financial
Iowa
$1.25M -$569K -2,277 -29%
ECM
2004
EMC Capital Management
Texas
$1.25M +$476K +1,904 +51%
CF
2005
Copperwynd Financial
Arizona
$1.25M +$217K +868 +18%
WCM
2006
WealthBridge Capital Management
Ohio
$1.25M -$129K -517 -8%
GPFA
2007
Game Plan Financial Advisors
Ohio
$1.25M -$275K -1,099 -16%
TCM
2008
Triumph Capital Management
Colorado
$1.25M +$742K +2,968 +112%
EHWM
2009
Eads & Heald Wealth Management
Georgia
$1.25M +$6.5K +26 +0.5%
MAM
2010
Majedie Asset Management
United Kingdom
$1.25M -$21.1M -84,405 -94%
IC
2011
Inscription Capital
Texas
$1.25M +$153K +614 +12%
SF
2012
Symphony Financial
Texas
$1.24M +$462K +1,849 +49%
GC
2013
Garde Capital
Washington
$1.24M +$113K +453 +9%
PP
2014
Pegasus Partners
Wisconsin
$1.24M -$64.2K -257 -4%
UBG
2015
United Bank (Georgia)
Georgia
$1.24M -$41K -164 -3%
GDP
2016
Great Diamond Partners
Maine
$1.23M +$24.5K +98 +2%
OR
2017
Olympiad Research
Connecticut
$1.22M -$4K -16 -0.3%
RBFC
2018
Roman Butler Fullerton & Co
Missouri
$1.22M -$1.3M -5,215 -49%
PP
2019
Paloma Partners
Connecticut
$1.22M -$3.94M -15,781 -74%
JWCA
2020
J.W. Coons Advisors
Ohio
$1.21M -$18.7K -75 -1%
PCM
2021
Parsons Capital Management
Rhode Island
$1.21M +$58.5K +234 +4%
AB
2022
Atlas Brown
Kentucky
$1.21M +$66.2K +265 +5%
SWM
2023
Salvus Wealth Management
New Jersey
$1.21M +$246K +985 +22%
BBA
2024
BLB&B Advisors
Pennsylvania
$1.21M -$111K -445 -8%
VNA
2025
Valley National Advisers
Pennsylvania
$1.21M +$95.5K +382 +8%
79 80
81
82 83