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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2001
Angeles Investment Advisors
California
$212K +$202K +1,075 New
BCM
2002
Breiter Capital Management
Florida
$212K +$202K +1,075 New
RW
2003
RVW Wealth
California
$211K +$202K +1,070 New
CG
2004
CFO4Life Group
Texas
$208K -$18.6K -99 -9%
HI
2005
Human Investing
Oregon
$208K – – –
MAM
2006
Marquette Asset Management
Minnesota
$208K – – –
CYG
2007
Clean Yield Group
Vermont
$207K -$60.8K -323 -23%
FNBOO
2008
First National Bank of Omaha
Nebraska
$207K -$18.8K -100 -9%
GI
2009
Glovista Investments
New Jersey
$207K +$198K +1,049 New
OHS
2010
Odey Holdings (Switzerland)
Switzerland
$207K +$198K +1,050 New
JWM
2011
Jeppson Wealth Management
California
$207K +$198K +1,052 New
RWA
2012
River Wealth Advisors
Pennsylvania
$206K +$197K +1,044 New
DAM
2013
Doheny Asset Management
California
$205K +$196K +1,040 New
CAM
2014
Crestone Asset Management
Colorado
$205K +$196K +1,041 New
CP
2015
Corbenic Partners
Pennsylvania
$204K – – –
CPA
2016
Cowen Prime Advisors
New York
$204K – – –
ABTD
2017
Arvest Bank Trust Division
Oklahoma
$204K +$195K +1,033 New
RCM
2018
Requisite Capital Management
Texas
$202K -$48.8K -259 -20%
LF
2019
Lantz Financial
Illinois
$202K -$37.7K -200 -16%
PIM
2020
Profit Investment Management
Maryland
$202K +$193K +1,023 New
SW
2021
StrongBox Wealth
Missouri
$202K +$193K +1,023 New
AAP
2022
Arax Advisory Partners
Colorado
$200K – – –
ACG
2023
Allen Capital Group
Nebraska
$200K +$182K +964 New
RWM
2024
Raffa Wealth Management
District of Columbia
$199K -$1.32K -7 -0.7%
NC
2025
NewSquare Capital
Pennsylvania
$196K – – –
79 80
81
82 83