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Name Holding Trade Value Shares
Change
Change in
Stake
FNC
2001
First National Corp
Massachusetts
$1.23M -$179K -1,503 -12%
QC
2002
Quent Capital
New York
$1.23M +$34.5K +290 +3%
QWP
2003
Quotient Wealth Partners
Texas
$1.23M -$239K -2,015 -16%
PBO
2004
Peoples Bank (Ohio)
Ohio
$1.23M -$73.1K -615 -5%
MMHP
2005
Murphy Middleton Hinkle & Parker
Georgia
$1.23M -$40.3K -339 -3%
RBFC
2006
Roman Butler Fullerton & Co
Missouri
$1.22M +$35K +295 +3%
PCM
2007
Perkins Capital Management
Minnesota
$1.22M -$140K -1,175 -10%
MTIC
2008
Missouri Trust & Investment Company
Missouri
$1.22M -$8.91K -75 -0.7%
GA
2009
GoalVest Advisory
New York
$1.22M +$80.4K +677 +7%
TNA
2010
True North Advisors
Texas
$1.22M
GWP
2011
Gen-Wealth Partners
Michigan
$1.21M +$47.6K +401 +4%
MIS
2012
Morningstar Investment Services
Illinois
$1.21M -$181K -1,521 -12%
CG
2013
Corundum Group
Colorado
$1.21M -$751K -6,325 -37%
CST
2014
Charles Schwab Trust
Nevada
$1.21M -$392K -3,296 -24%
RWPA
2015
Richard W. Paul & Associates
Michigan
$1.21M +$130K +1,094 +11%
TF
2016
TLWM Financial
Texas
$1.21M -$4.63K -39 -0.4%
CC
2017
Callan Capital
California
$1.21M -$42.2K -355 -3%
APW
2018
Aurora Private Wealth
New Jersey
$1.21M +$8.2K +69 +0.7%
CFO
2019
CVA Family Office
Colorado
$1.2M -$8.2K -69 -0.6%
VF
2020
Vest Financial
Virginia
$1.2M +$841K +7,079 +201%
SIA
2021
Schear Investment Advisers
Ohio
$1.2M +$186K +1,565 +17%
AWP
2022
Abacus Wealth Partners
California
$1.2M -$101K -852 -7%
SIC
2023
Sterling Investment Counsel
New York
$1.2M +$534K +4,495 +74%
SRC
2024
Sage Rhino Capital
California
$1.2M -$7.01K -59 -0.6%
KTM
2025
Keeler Thomas Management
Utah
$1.2M -$23.6K -199 -2%