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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2001
Hamel Associates
New Jersey
$3.28M -$251K -2,300 -8%
CC
2002
Cognios Capital
Kansas
$3.28M -$683K -6,260 -18%
KF
2003
Krilogy Financial
Missouri
$3.28M +$1.92M +17,606 +173%
VHAM
2004
Van Hulzen Asset Management
California
$3.27M -$77.6K -711 -2%
BSB
2005
Bangor Savings Bank
Maine
$3.26M +$1.26M +11,587 +72%
MVA
2006
Mount Vernon Associates
Maryland
$3.26M -$38.4K -352 -1%
RWM
2007
RBA Wealth Management
California
$3.26M +$2.96M +27,102 New
CRCM
2008
Crystal Rock Capital Management
Illinois
$3.25M – – –
SCP
2009
Stamos Capital Partners
California
$3.24M -$2.23M -20,400 -41%
PWA
2010
Providence Wealth Advisors
Illinois
$3.24M -$25.1K -230 -0.8%
GIM
2011
Guardian Investment Management
California
$3.23M -$364K -3,340 -11%
VCM
2012
Versant Capital Management
Arizona
$3.23M +$14.7K +135 +0.5%
CF
2013
Centaurus Financial
California
$3.22M +$144K +1,320 +5%
ACM
2014
Alpha Capital Management
Texas
$3.22M -$70.3K -644 -2%
MIC
2015
Meridian Investment Counsel
California
$3.21M – – –
CIP
2016
Capital Insight Partners
Arizona
$3.21M -$30.5K -280 -1%
CPA
2017
Clear Perspective Advisors
Illinois
$3.21M +$612K +5,605 +27%
GI
2018
GS Investments
Minnesota
$3.19M -$2.73K -25 -0.1%
BHA
2019
Beech Hill Advisors
New York
$3.19M +$2.95M +27,080 New
AIC
2020
Ameritas Investment Company
Nebraska
$3.19M +$2.95M +27,064 New
IIA
2021
IPG Investment Advisors
California
$3.19M -$1.31K -12 -0%
S
2022
SimplyRich
California
$3.17M +$2.4K +22 +0.1%
OAM
2023
Occidental Asset Management
California
$3.17M +$154K +1,416 +6%
WWM
2024
Windsor Wealth Management
Indiana
$3.16M +$177K +1,624 +6%
AIM
2025
AMI Investment Management
Indiana
$3.16M – – –
79 80
81
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