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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2001
SJS Investment Consulting
Ohio
$56K -$60.5K -611 -52%
FA
2002
Fedenia Advisers
Wisconsin
$55.6K -$300K -3,025 -84%
UOTTAIMCU
2003
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$55.6K +$11.5K +116 +26%
RFG
2004
REAP Financial Group
Texas
$55.5K +$6.04K +61 +12%
SG
2005
Sankala Group
Colorado
$55.1K -$4.46K -45 -9%
PB
2006
Prosperity Bancshares
Texas
$54.9K -$45.4K -459 -45%
DSC
2007
Duncker Streett & Co
Missouri
$54.6K -$253K -2,560 -82%
WBC
2008
West Branch Capital
Massachusetts
$53.1K – – –
NSIM
2009
North Star Investment Management
Illinois
$51.9K -$58.7K -593 -53%
DMBA
2010
Deseret Mutual Benefit Administrators
Utah
$51.2K +$21.7K +219 +74%
BC
2011
Barrett & Company
Rhode Island
$50.6K +$11.9K +120 +31%
JWM
2012
JPL Wealth Management
Colorado
$50.4K -$30.3K -306 -38%
EWM
2013
Evolution Wealth Management
Florida
$50.4K -$5.15K -52 -9%
PWM
2014
Peck Wealth Management
New York
$49.6K – – –
ORAM
2015
One River Asset Management
Connecticut
$48.8K -$126K -1,270 -72%
MFP
2016
Meramec Financial Planners
Missouri
$48.6K – – –
HPBT
2017
Hickory Point Bank & Trust
Illinois
$48.2K +$27.7K +280 +137%
HNB
2018
Hilltop National Bank
Wyoming
$47.7K -$19K -192 -29%
WA
2019
WPG Advisers
Maryland
$46.8K +$3.76K +38 +9%
BC
2020
Broadwater Capital
Massachusetts
$46.7K +$46.5K +470 New
TFM
2021
TFC Financial Management
Massachusetts
$43.9K +$2.28K +23 +5%
HCM
2022
Hollencrest Capital Management
California
$43.7K -$68.8K -695 -61%
CFD
2023
Creative Financial Designs
Indiana
$43.7K +$19.3K +195 +80%
TCOT
2024
Trust Company of Toledo
Ohio
$43.2K -$50K -505 -54%
WCM
2025
Winthrop Capital Management
Indiana
$43K +$42.6K +430 New
79 80
81
82 83