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Name Holding Trade Value Shares
Change 		Change in
Stake
KJHP
2001
K.J. Harrison & Partners
Ontario, Canada
$9.72M -$2.45M -17,810 -20%
HIA
2002
Harbor Investment Advisory
Maryland
$9.71M -$114K -828 -1%
WI
2003
Westbourne Investments
Virginia
$9.71M +$9.97M +72,315 New
NFG
2004
Nadler Financial Group
Illinois
$9.71M +$60.4K +438 +0.6%
SW
2005
SMART Wealth
Nebraska
$9.71M +$7.41M +53,747 +290%
RFWA
2006
RPg Family Wealth Advisory
Massachusetts
$9.71M +$406K +2,946 +4%
WP
2007
WealthPLAN Partners
Nebraska
$9.7M -$638K -4,628 -6%
CAM
2008
Carret Asset Management
New York
$9.7M +$1.32M +9,580 +15%
MCWS
2009
McKinley Carter Wealth Services
West Virginia
$9.68M +$5.92M +42,915 +147%
OP
2010
ORG Partners
Indiana
$9.66M +$1.88M +13,669 +23%
SFC
2011
SYM Financial Corp
Indiana
$9.66M +$6.44M +46,695 +185%
CMI
2012
Clare Market Investments
Texas
$9.65M +$395K +2,866 +4%
AI
2013
Accredited Investors
Minnesota
$9.64M -$2.76K -20 -0%
MCA
2014
Millennium Capital Advisors
Arkansas
$9.64M +$148K +1,072 +2%
NDSI
2015
Newman Dignan & Sheerar Inc
Rhode Island
$9.63M -$111K -806 -1%
WSCM
2016
Wellington Shields Capital Management
New York
$9.62M +$64.2M +466,061 +646%
JWM
2017
Jackson Wealth Management
Florida
$9.61M +$392K +2,843 +4%
BCMLT
2018
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.6M -$184K -1,338 -2%
AA
2019
ALPS Advisors
Colorado
$9.59M +$53.6K +389 +0.5%
FZCM
2020
Flynn Zito Capital Management
New York
$9.56M +$703K +5,099 +8%
NAG
2021
Northstar Advisory Group
New Jersey
$9.54M -$1.16M -8,427 -11%
TWP
2022
Tyche Wealth Partners
Texas
$9.53M -$216K -1,570 -2%
CNBTD
2023
Citizens National Bank Trust Department
Mississippi
$9.53M -$471K -3,417 -5%
BWM
2024
Bosman Wealth Management
California
$9.52M +$9.78M +70,928 New
MW
2025
MBL Wealth
North Carolina
$9.52M +$146K +1,062 +2%
79 80
81
82 83