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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2001
Liberty Wealth Management
California
$628K +$55.8K +344 +8%
DBRC
2002
D.B. Root & Company
Pennsylvania
$625K -$306K -1,890 -29%
CC
2003
Cannell & Co
New York
$624K -$284K -1,750 -28%
SNBOSD
2004
Security National Bank of So Dak
Iowa
$624K -$87.4K -539 -10%
RFA
2005
Resurgent Financial Advisors
Georgia
$624K +$35K +216 +5%
SIM
2006
SSI Investment Management
California
$623K +$648 +4 +0.1%
PFSC
2007
Peoples Financial Services Corp
Pennsylvania
$623K +$14.1K +87 +2%
NAMA
2008
Nikko Asset Management Americas
New York
$622K -$64.2K -396 -8%
DLG
2009
Daniel L. Goodwin
$622K – – –
TIA
2010
Traphagen Investment Advisors
New Jersey
$622K -$61.3K -378 -8%
CFA
2011
Compass Financial Advisors
Indiana
$621K -$102K -629 -12%
EWM
2012
Evermay Wealth Management
Virginia
$621K -$25.3K -156 -3%
JEST
2013
JTC Employer Solutions Trustee
Jersey
$620K +$81K +500 +12%
NFSG
2014
Newbridge Financial Services Group
Florida
$620K +$88.8K +548 +14%
PPWM
2015
Paragon Private Wealth Management
Kentucky
$619K -$41.2K -254 -5%
NF
2016
Nikulski Financial
Iowa
$619K -$34K -210 -4%
UBV
2017
United Bank (Virginia)
Virginia
$618K -$26.7K -165 -3%
RI
2018
Ridgewood Investments
New Jersey
$616K +$120K +741 +20%
SCP
2019
Sender Company & Partners
New York
$615K +$734K +4,531 New
OWA
2020
Octavia Wealth Advisors
Ohio
$614K -$14.7K -91 -2%
BWP
2021
BSW Wealth Partners
Colorado
$614K +$7.94K +49 +1%
SAM
2022
Secure Asset Management
Michigan
$613K +$7.29K +45 +1%
CCA
2023
Catalyst Capital Advisors
New York
$612K -$597K -3,682 -45%
ITIM
2024
Indiana Trust & Investment Management
Indiana
$612K -$243K -1,498 -25%
ACM
2025
Ategra Capital Management
Virginia
$609K +$727K +4,487 New
79 80
81
82 83