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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2001
Marcum Wealth
Ohio
$873K +$22.2K +115 +2%
JCG
2002
John C. Goff
$872K +$1.04M +5,409 New
GA
2003
Greytown Advisors
Florida
$870K +$45.5K +236 +5%
MCC
2004
Malaga Cove Capital
California
$869K +$239K +1,241 +30%
GA
2005
Geller Advisors
New York
$865K -$77K -399 -7%
LA
2006
Latitude Advisors
Florida
$862K -$1.96M -10,160 -66%
CDH
2007
Charles D. Hyman
$862K -$58.3K -302 -5%
GPFA
2008
Game Plan Financial Advisors
Ohio
$862K -$49.2K -255 -5%
BAM
2009
Beaumont Asset Management
Texas
$862K +$21.2K +110 +2%
BWM
2010
BigSur Wealth Management
Florida
$861K – – –
WFI
2011
West Family Investments
California
$860K -$104K -538 -9%
DA
2012
DSC Advisors
Illinois
$859K -$228K -1,183 -18%
JDR
2013
Jay D. Rosenbaum
$859K +$33.6K +174 +3%
CRI
2014
Colonial River Investments
Virginia
$859K +$273K +1,413 +36%
DLHL
2015
Donald L. Hagan LLC
Florida
$858K +$221K +1,146 +27%
FLPIM
2016
F.L. Putnam Investment Management
Massachusetts
$857K -$171K -888 -14%
MCWS
2017
McKinley Carter Wealth Services
West Virginia
$857K -$15.2K -79 -1%
BBL
2018
Beck Bode LLC
Massachusetts
$855K +$93.4K +484 +10%
BAS
2019
Brown Advisory Securities
Maryland
$854K -$678K -3,512 -40%
TGAM
2020
TBH Global Asset Management
Tennessee
$853K -$20.8K -108 -2%
SWA
2021
Stratos Wealth Advisors
Ohio
$852K -$277K -1,435 -21%
GI
2022
Glovista Investments
New Jersey
$851K -$1.93K -10 -0.2%
HIC
2023
Hartline Investment Corp
Illinois
$851K +$35.7K +185 +6%
KTC
2024
Kistler-Tiffany Companies
Pennsylvania
$851K +$109K +567 +12%
ADMI
2025
Albert D. Mason Inc
Massachusetts
$849K -$2.51K -13 -0.2%
79 80
81
82 83