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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOO
2001
First National Bank of Omaha
Nebraska
$207K -$18.8K -100 -9%
GI
2002
Glovista Investments
New Jersey
$207K +$198K +1,049 New
OHS
2003
Odey Holdings (Switzerland)
Switzerland
$207K +$198K +1,050 New
JWM
2004
Jeppson Wealth Management
California
$207K +$198K +1,052 New
RWA
2005
River Wealth Advisors
Pennsylvania
$206K +$197K +1,044 New
DAM
2006
Doheny Asset Management
California
$205K +$196K +1,040 New
CAM
2007
Crestone Asset Management
Colorado
$205K +$196K +1,041 New
CP
2008
Corbenic Partners
Pennsylvania
$204K – – –
CPA
2009
Cowen Prime Advisors
New York
$204K – – –
ABTD
2010
Arvest Bank Trust Division
Oklahoma
$204K +$195K +1,033 New
RCM
2011
Requisite Capital Management
Texas
$202K -$48.8K -259 -20%
LF
2012
Lantz Financial
Illinois
$202K -$37.7K -200 -16%
PIM
2013
Profit Investment Management
Maryland
$202K +$193K +1,023 New
SW
2014
StrongBox Wealth
Missouri
$202K +$193K +1,023 New
AAP
2015
Arax Advisory Partners
Colorado
$200K – – –
ACG
2016
Allen Capital Group
Nebraska
$200K +$182K +964 New
RWM
2017
Raffa Wealth Management
District of Columbia
$199K -$1.32K -7 -0.7%
NC
2018
NewSquare Capital
Pennsylvania
$196K – – –
KTC
2019
Kistler-Tiffany Companies
Pennsylvania
$194K – – –
LFG
2020
Larson Financial Group
Missouri
$182K -$118K -627 -40%
SC
2021
Solstein Capital
California
$182K – – –
GWS
2022
Glassman Wealth Services
Virginia
$181K +$2.64K +14 +2%
DSC
2023
Duncker Streett & Co
Missouri
$178K – – –
BCM
2024
Barometer Capital Management
Ontario, Canada
$177K -$10.4M -55,400 -98%
DAM
2025
Delta Asset Management
Tennessee
$176K +$94.2K +500 +127%
79 80
81
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