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Name Holding Trade Value Shares
Change 		Change in
Stake
3F
2001
360 Financial
Minnesota
$226K – – –
ITFISA
2002
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$225K -$407K -4,000 -62%
AG
2003
Ascent Group
Virginia
$225K -$335K -3,291 -58%
VCG
2004
Vantage Consulting Group
Virginia
$225K -$2.65K -26 -1%
HNW
2005
High Note Wealth
Minnesota
$225K -$1.02K -10 -0.4%
HCM
2006
Hollencrest Capital Management
California
$224K +$18.6K +183 +8%
AIA
2007
Arbor Investment Advisors
North Carolina
$224K +$407 +4 +0.2%
PCM
2008
Princeton Capital Management
New Jersey
$223K -$62.8K -617 -21%
GC
2009
GFG Capital
Florida
$223K +$242K +2,376 New
GF
2010
Gabelli Funds
New York
$223K -$28K -275 -10%
CCG
2011
Ceeto Capital Group
Florida
$222K +$239K +2,348 New
AIA
2012
Alera Investment Advisors
Illinois
$222K +$14.1K +139 +6%
MFG
2013
MidWestOne Financial Group
Iowa
$221K +$5.39K +53 +2%
POIA
2014
Pin Oak Investment Advisors
Texas
$221K +$18K +177 +8%
WAAG
2015
Wealth Alliance Advisory Group
Kansas
$221K – – –
BWP
2016
Baldwin Wealth Partners
Massachusetts
$220K – – –
WCFA
2017
Walkner Condon Financial Advisors
Wisconsin
$220K +$11.8K +116 +5%
CAM
2018
Cozad Asset Management
Illinois
$218K – – –
BEW
2019
Burton Enright Welch
California
$218K -$3.05K -30 -1%
GWSG
2020
GPS Wealth Strategies Group
Colorado
$217K -$60.8K -598 -21%
HFS
2021
Howard Financial Services
Texas
$217K -$5.09K -50 -2%
FF
2022
Farrow Financial
Vermont
$216K -$509 -5 -0.2%
ISL
2023
Ingalls & Snyder LLC
New York
$216K -$18.9K -186 -8%
JWM
2024
Jeppson Wealth Management
California
$215K – – –
LA
2025
Lynch & Associates
Indiana
$215K +$1.12K +11 +0.5%
79 80
81
82 83