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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOMD
2001
First National Bank of Mount Dora
Florida
$238K – – –
TCM
2002
TD Capital Management
Tennessee
$237K – – –
DWM
2003
Dakota Wealth Management
Florida
$237K +$2K +46 +0.8%
BFG
2004
Bouchey Financial Group
New York
$236K +$252K +5,797 New
I2I
2005
Insight 2811 Inc
Illinois
$234K +$251K +5,760 New
TGI
2006
Tradewinds Global Investors
California
$233K +$245K +5,637 New
UF
2007
Univest Financial
Pennsylvania
$232K -$47.4K -1,089 -16%
BPCA
2008
Bank Pictet & Cie (Asia)
Singapore
$230K +$246K +5,660 New
WCM
2009
Windsor Capital Management
Arizona
$229K +$245K +5,635 New
LWM
2010
Lenox Wealth Management
Ohio
$228K -$23.6K -541 -9%
KIM
2011
Karpus Investment Management
New York
$227K +$244K +5,600 New
CFG
2012
CKW Financial Group
Hawaii
$226K -$8.71K -200 -3%
MSR
2013
Main Street Research
Connecticut
$222K +$47.8K +1,099 +25%
NPPM
2014
North Point Portfolio Managers
Ohio
$221K -$4.35K -100 -2%
BCA
2015
Bray Capital Advisors
Florida
$221K +$237K +5,435 New
MGAM
2016
McGowan Group Asset Management
Texas
$220K – – –
SCP
2017
Syntal Capital Partners
Texas
$219K +$87 +2 +0%
WCM
2018
Weatherstone Capital Management
Colorado
$218K – – –
FP
2019
Foundry Partners
Minnesota
$215K -$34M -780,493 -99%
BL
2020
Balentine LLC
Georgia
$214K +$229K +5,251 New
UFA
2021
US Financial Advisors
Massachusetts
$212K +$16.3K +375 +8%
GI
2022
Glovista Investments
New Jersey
$210K -$3.31M -75,936 -94%
BFA
2023
Beaumont Financial Advisors
Massachusetts
$209K -$106K -2,435 -32%
FIMG
2024
Financial & Investment Management Group
Michigan
$208K +$223K +5,113 New
STIA
2025
Stone Toro Investment Advisers
New Jersey
$206K +$220K +5,060 New
79 80
81
82 83