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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2001
Redhawk Wealth Advisors
Minnesota
$235K +$249K +2,127 New
VAM
2002
Verity Asset Management
North Carolina
$234K -$524K -4,481 -68%
ML
2003
McAdam LLC
Pennsylvania
$234K -$14.7K -126 -6%
BWP
2004
Balboa Wealth Partners
Arizona
$234K +$351 +3 +0.1%
GC
2005
GFG Capital
Florida
$234K -$9.94K -85 -4%
EL
2006
Essex LLC
Illinois
$234K -$73K -624 -23%
BCM
2007
Boltwood Capital Management
California
$233K +$11.7K +100 +5%
WW
2008
Westshore Wealth
California
$233K +$43.7K +374 +22%
1W
2009
1776 Wealth
Georgia
$233K – – –
VHAM
2010
Van Hulzen Asset Management
California
$232K -$1.46M -12,495 -86%
EDRIA
2011
Edmonds Duncan Registered Investment Advisors
Kansas
$232K – – –
BFO
2012
Biltmore Family Office
North Carolina
$232K -$484K -4,137 -66%
TI
2013
tru Independence
Oregon
$231K +$17.1K +146 +7%
MCA
2014
MSH Capital Advisors
Arizona
$231K +$245K +2,095 New
DIP
2015
DT Investment Partners
Pennsylvania
$230K +$117K +1,000 +90%
MCP
2016
Mirador Capital Partners
California
$230K -$7.25K -62 -3%
CPA
2017
Cardiff Park Advisors
California
$230K +$351 +3 +0.1%
MIM
2018
Marco Investment Management
Georgia
$229K -$3.16K -27 -1%
WCWM
2019
Willow Creek Wealth Management
California
$229K +$5.03K +43 +2%
FNT
2020
First Nebraska Trust
Nebraska
$228K -$97.3K -832 -29%
EBA
2021
Eagle Bay Advisors
New York
$227K -$10.8K -92 -4%
HAIM
2022
Hunter Associates Investment Management
Pennsylvania
$227K -$7.95K -68 -3%
WC
2023
Whitney & Co
New York
$226K – – –
JHCP
2024
Jackson Hole Capital Partners
Oklahoma
$225K -$249K -2,130 -51%
MCM
2025
Mendel Capital Management
Arkansas
$225K +$238K +2,037 New
79 80
81
82 83