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Name Holding Trade Value Shares
Change 		Change in
Stake
BHB
2001
Bank Hapoalim BM
Israel
– -$210K -4,030 Closed
OPOWM
2002
One Plus One Wealth Management
Florida
– -$206K -3,940 Closed
DS
2003
DRW Securities
Illinois
– -$201K -3,930 Closed
TIP
2004
Torray Investment Partners
Maryland
– -$201K -3,860 Closed
HI
2005
Human Investing
Oregon
– -$155K -2,970 Closed
SLF
2006
Sun Life Financial
Ontario, Canada
– -$140K -2,680 Closed
MTCM
2007
Mint Tower Capital Management
Netherlands
– -$112K -2,200 Closed
MWP
2008
Meridian Wealth Partners
Pennsylvania
– -$113K -2,160 Closed
GC
2009
Grace Capital
Massachusetts
– -$104K -2,000 Closed
TCWM
2010
Total Clarity Wealth Management
Illinois
– -$97K -1,860 Closed
WCM
2011
Wealthcare Capital Management
Virginia
– -$69K -1,330 Closed
HMS
2012
Hanseatic Management Services
New Mexico
– -$61K -1,160 Closed
RWG
2013
Regal Wealth Group
California
– -$59K -1,140 Closed
TC
2014
Trust Company
Kansas
– -$55K -1,050 Closed
AWC
2015
Abundance Wealth Counselors
Pennsylvania
– -$52K -1,000 Closed
GIA
2016
Goodwin Investment Advisory
Georgia
– -$52K -1,000 Closed
LTI
2017
Laffer Tengler Investments
Tennessee
– -$52.2K -1,000 Closed
APWM
2018
Atlas Private Wealth Management
New York
– -$49K -930 Closed
AS
2019
Altshuler Shaham
Israel
– -$33K -630 Closed
LGWM
2020
Litman Gregory Wealth Management
California
– -$29K -550 Closed
HWM
2021
HighMark Wealth Management
Minnesota
– -$26K -500 Closed
SWP
2022
ShoreHaven Wealth Partners
New Jersey
– -$26K -500 Closed
VBCG
2023
Valley Brook Capital Group
Pennsylvania
– -$26K -500 Closed
SCA
2024
Stuart Chaussee & Associates
California
– -$17K -330 Closed
ADIM
2025
Alpha DNA Investment Management
Maryland
– -$12K -240 Closed
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