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Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
2001
Kelly Lawrence W & Associates
California
$7.93K – – –
SPF
2002
South Plains Financial
Texas
$7.93K – – –
MS
2003
Mizuho Securities
Japan
$7.62K +$8.83K +120 New
BT
2004
Banque Transatlantique
France
$7.62K -$85.6K -1,163 -91%
RPA
2005
Redwood Park Advisors
California
$7.55K +$221 +3 +3%
RWM
2006
Raffa Wealth Management
District of Columbia
$7.17K – – –
RWM
2007
Rialto Wealth Management
New York
$7.05K -$1.55K -21 -16%
MSWA
2008
Marshall & Sterling Wealth Advisors
New York
$7.05K +$8.17K +111 New
BDPWM
2009
Barnes Dennig Private Wealth Management
Ohio
$6.67K +$7.73K +105 New
PS
2010
PayPay Securities
Japan
$6.63K +$5.15K +70 +206%
SC
2011
Solstein Capital
California
$6.41K – – –
DRS
2012
Deane Retirement Strategies
Louisiana
$6.35K -$1.86M -25,204 -100%
MFG
2013
Mendota Financial Group
Wisconsin
$6.35K -$5.3K -72 -42%
VWWMG
2014
Vermillion & White Wealth Management Group
Pennsylvania
$6.35K – – –
WBWA
2015
William B. Walkup & Associates
South Carolina
$6.35K – – –
CWP
2016
Concord Wealth Partners
Virginia
$6.29K -$3.31K -45 -31%
AP
2017
Aspect Partners
Virginia
$6.16K -$1.4K -19 -16%
HIMS
2018
Hager Investment Management Services
New Hampshire
$6.09K +$7.07K +96 New
1NWS
2019
1 North Wealth Services
Maryland
$5.92K +$6.85K +93 New
FFA
2020
Frazier Financial Advisors
Ohio
$5.84K -$883 -12 -12%
CFS
2021
Compass Financial Services
Iowa
$5.69K +$74 +1 +1%
STB
2022
S&T Bank
Pennsylvania
$5.59K -$8.24K -112 -56%
BL
2023
BFSG LLC
California
$5.27K -$3.31K -45 -35%
NSG
2024
Nalls Sherbakoff Group
Tennessee
$5.27K +$6.11K +83 New
GP
2025
Greenline Partners
New York
$5.14K +$5.96K +81 New
79 80
81
82 83