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Name Holding Trade Value Shares
Change
Change in
Stake
NRG
2001
Nemes Rush Group
Michigan
$36.6K -$1.1M -14,001 -97%
FMP
2002
Financial Management Professionals
Texas
$36.3K -$314 -4 -0.8%
FGA
2003
Fortis Group Advisors
New Jersey
$35.6K
GEA
2004
Glen Eagle Advisors
New Jersey
$35.6K
CH
2005
Canton Hathaway
Rhode Island
$35K
CA
2006
Continuum Advisory
Idaho
$34.4K -$18.6K -237 -34%
BTD
2007
BankPlus Trust Department
Mississippi
$34.1K +$35.4K +451 New
RCM
2008
Raleigh Capital Management
North Carolina
$33.6K -$238K -3,034 -87%
CSPIA
2009
Cary Street Partners Investment Advisory
Virginia
$33.4K -$842K -10,719 -96%
JGIA
2010
Jackson Grant Investment Advisers
Connecticut
$33.4K
CP
2011
Castleview Partners
Texas
$32.9K +$5.03K +64 +17%
PWA
2012
Principia Wealth Advisory
Texas
$31.4K +$32.6K +415 New
EFP
2013
EnRich Financial Partners
Wisconsin
$31.2K +$21.4K +273 +196%
MCI
2014
MRP Capital Investments
Georgia
$30.8K
TCG
2015
Transcendent Capital Group
Oklahoma
$30.6K
RF
2016
Roxbury Financial
New Jersey
$30.4K +$30.3K +386 New
GCM
2017
Galibier Capital Management
Ontario, Canada
$30.3K -$1.3M -16,500 -98%
OCM
2018
Osterweis Capital Management
California
$30.3K
LFASL
2019
Lugano Financial Advisors SA (LFA)
Switzerland
$30.3K +$16.5K +210 +111%
HFS
2020
Hopwood Financial Services
Virginia
$30.3K +$31.4K +400 New
HFM
2021
Harvest Fund Management
China
$30K -$31.9K -406 -51%
FPB
2022
First PREMIER Bank
South Dakota
$30K -$23.6K -300 -43%
AP
2023
Atwood & Palmer
Missouri
$29.5K +$2.12K +27 +7%
FMTCOCP
2024
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K
HCA
2025
Heck Capital Advisors
Wisconsin
$28.5K +$29.5K +376 New