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Name Holding Trade Value Shares
Change 		Change in
Stake
BO
2001
Bank OZK
Arkansas
$470K +$23.9K +1,510 +4%
JPLA
2002
Joseph P. Lucia & Associates
New York
$470K +$240K +15,150 +64%
GFPC
2003
Global Financial Private Client
Florida
$470K +$3.64K +230 +0.6%
DA
2004
DCM Advisors
New York
$469K -$452K -28,610 -43%
MCWA
2005
Meadow Creek Wealth Advisors
Georgia
$469K +$949 +60 +0.2%
SGA
2006
Seaport Global Advisors
Massachusetts
$469K +$27.2K +1,720 +5%
HWA
2007
Heritage Wealth Advisors
Virginia
$468K -$81.3K -5,140 -12%
DI
2008
Diligent Investors
California
$467K +$64K +4,050 +12%
BFA
2009
Bragg Financial Advisors
North Carolina
$466K -$85.1K -5,380 -12%
CAG
2010
Curtis Advisory Group
California
$464K -$44.6K -2,820 -7%
BFA
2011
Benedict Financial Advisors
Georgia
$464K +$474 +30 +0.1%
II
2012
Inspire Investing
Idaho
$463K -$437K -27,640 -42%
RFA
2013
Resurgent Financial Advisors
Georgia
$463K +$50.7K +3,210 +9%
CNBT
2014
Cornerstone National Bank & Trust
Illinois
$462K +$5.85K +370 +1%
EHC
2015
Everett Harris & Co
California
$462K – – –
SGI
2016
Summit Global Investments
Utah
$461K -$687K -43,450 -53%
WFA
2017
WMG Financial Advisors
Tennessee
$461K -$260K -16,420 -30%
BFA
2018
Beacon Financial Advisory
Ohio
$460K -$552K -34,900 -48%
EWM
2019
Edge Wealth Management
New York
$460K +$175K +11,100 +42%
SOW
2020
State of Wyoming
Wyoming
$460K +$339K +21,470 +131%
SMA
2021
Sage Mountain Advisors
Georgia
$459K -$6.01K -380 -1%
LS
2022
Leelyn Smith
Illinois
$458K -$98K -6,200 -14%
CAM
2023
CenterStar Asset Management
Illinois
$458K – – –
VEA
2024
Virtus ETF Advisers
New York
$457K +$6.01K +380 +1%
LA
2025
LexAurum Advisors
Kansas
$456K -$551K -34,870 -48%
79 80
81
82 83