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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
2001
Kemnay Advisory Services
New York
-$24.6K -465 Closed
CH
2002
Canton Hathaway
Rhode Island
-$24.5K -463 Closed
FMB
2003
Field & Main Bank
Kentucky
-$22.7K -430 Closed
BOJHT
2004
Bank of Jackson Hole Trust
Wyoming
-$21.8K -413 Closed
SIS
2005
Sound Income Strategies
Florida
-$17.4K -390 Closed
TPWA
2006
Twin Peaks Wealth Advisors
California
-$19.7K -374 Closed
GWSA
2007
Global Wealth Strategies & Associates
Colorado
-$19.4K -366 Closed
CUAMC
2008
China Universal Asset Management Company
China
-$18.6K -350 Closed
BA
2009
Ballast Advisors
Minnesota
-$17.8K -338 Closed
CFG
2010
Clayton Financial Group
Missouri
-$17.8K -337 Closed
SC
2011
Steph & Co
Wisconsin
-$16.6K -314 Closed
LWMI
2012
Legacy Wealth Management (Idaho)
Idaho
-$16K -302 Closed
FFL
2013
Financial Freedom LLC
Ohio
-$11.6K -220 Closed
EC
2014
Elequin Capital
New York
-$8.56K -162 Closed
GFM
2015
GF Fund Management
China
-$8.45K -160 Closed
GXJ
2016
Global X Japan
Japan
-$8.35K -158 Closed
UFF
2017
USA Financial Formulas
Michigan
-$6.39K -121 Closed
TLFA
2018
True Link Financial Advisors
California
-$6.23K -118 Closed
TVWM
2019
Tower View Wealth Management
Wisconsin
-$5.79K -110 Closed
BCM
2020
Berbice Capital Management
New York
-$5.28K -100 Closed
BCCM
2021
Black Cypress Capital Management
Florida
-$4.96K -94 Closed
UFPG
2022
United Financial Planning Group
New York
-$4.17K -79 Closed
AEPWM
2023
Atlantic Edge Private Wealth Management
Florida
-$3.96K -75 Closed
PWA
2024
Portus Wealth Advisors
North Carolina
-$3.01K -57 Closed
B
2025
Bayban
Minnesota
-$2.64K -50 Closed