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Name Holding Trade Value Shares
Change
Change in
Stake
ASBI
2001
American State Bank (Iowa)
Iowa
$242K +$16K +120 +6%
EA
2002
Emerald Advisers
Pennsylvania
$241K
BMC
2003
Beaton Management Company
Massachusetts
$240K -$16.6K -125 -6%
FIM
2004
Fruth Investment Management
Texas
$240K
AC
2005
AWM Capital
Arizona
$240K +$3.19K +24 +1%
ACM
2006
AlphaStar Capital Management
North Carolina
$239K -$6.92K -52 -2%
HCP
2007
Holt Capital Partners
Texas
$239K
PCM
2008
Perritt Capital Management
Illinois
$239K +$27.9K +210 +11%
KCM
2009
Kathmere Capital Management
Pennsylvania
$239K +$42.9K +322 +18%
SCA
2010
Sandy Cove Advisors
Massachusetts
$239K +$227K +1,707 +472%
FNBOSM
2011
First National Bank of South Miami
Florida
$238K +$49.1K +369 +22%
CCB
2012
Cutter & Co Brokerage
Missouri
$238K +$51.1K +384 +23%
SWM
2013
Salvus Wealth Management
New Jersey
$238K +$274K +2,058 New
CC
2014
Cannell & Co
New York
$237K -$30.3K -228 -10%
FCM
2015
Fortis Capital Management
Washington
$237K +$273K +2,050 New
HT
2016
HighTower Trust
Texas
$237K +$273K +2,052 New
CRI
2017
Colonial River Investments
Virginia
$235K +$125K +938 +86%
CT
2018
Clearstead Trust
Maine
$234K -$3.36M -25,217 -93%
CG
2019
CFO4Life Group
Texas
$234K +$13K +98 +5%
FCB
2020
First Command Bank
Texas
$234K +$13.3K +100 +5%
FCFS
2021
First Command Financial Services
Texas
$234K +$13.3K +100 +5%
AWM
2022
Alterna Wealth Management
Texas
$234K +$269K +2,022 New
FC
2023
Fusion Capital
South Carolina
$233K +$41.1K +309 +18%
LAM
2024
L2 Asset Management
Massachusetts
$233K +$43K +323 +19%
SWM
2025
Silverlake Wealth Management
Vermont
$231K +$26.9K +202 +11%