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Name Holding Trade Value Shares
Change 		Change in
Stake
B
2001
Barings
North Carolina
$2.33M +$642K +14,340 +37%
SP
2002
SWS Partners
Ohio
$2.33M +$448 +10 +0%
CTFG
2003
Capstone Triton Financial Group
Oklahoma
$2.32M +$34.5K +770 +1%
VW
2004
Vantage Wealth
California
$2.31M +$108K +2,410 +5%
TFF
2005
The Family Firm
Maryland
$2.31M +$448 +10 +0%
PSP
2006
Principal Street Partners
Tennessee
$2.31M +$318K +7,090 +15%
TAAM
2007
Top Ace Asset Management
Hong Kong
$2.31M +$224K +5,000 +10%
BWA
2008
BlueSky Wealth Advisors
North Carolina
$2.3M -$93.2K -2,080 -4%
GC
2009
Grimes & Company
Massachusetts
$2.3M +$32.3K +720 +1%
SFG
2010
Snider Financial Group
Washington
$2.3M -$2.33M -52,020 -50%
NHC
2011
Nicholas Hoffman & Company
Georgia
$2.3M -$443K -9,890 -16%
HIIFS
2012
Harel Insurance Investments & Financial Services
Israel
$2.28M -$2.91M -64,930 -55%
SIA
2013
Strategic Investment Advisors
Michigan
$2.28M +$952K +21,240 +68%
CIA
2014
Cladis Investment Advisory
Montana
$2.28M -$33.6K -750 -1%
SIC
2015
SJS Investment Consulting
Ohio
$2.28M +$128K +2,850 +6%
XF
2016
XML Financial
Maryland
$2.28M +$384K +8,570 +20%
MIM
2017
Marco Investment Management
Georgia
$2.28M +$130K +2,910 +6%
RFG
2018
Range Financial Group
Oregon
$2.28M +$1.49M +33,340 +175%
CIP
2019
Convergence Investment Partners
Florida
$2.27M +$141K +3,150 +6%
WA
2020
WP Advisors
California
$2.27M -$5.5M -122,700 -70%
WWP
2021
WR Wealth Planners
Missouri
$2.27M -$17.5K -390 -0.7%
CP
2022
Covenant Partners
Tennessee
$2.26M -$82.9K -1,850 -3%
BSAM
2023
Blue Square Asset Management
New York
$2.26M +$723K +16,130 +45%
HFM
2024
Hartford Financial Management
Connecticut
$2.26M – – –
4WM
2025
4J Wealth Management
Virginia
$2.25M -$102K -2,270 -4%
79 80
81
82 83