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Name Holding Trade Value Shares
Change
Change in
Stake
VST
2001
Van Strum & Towne
California
$243K – – –
MPCL
2002
My Personal CFO LLC
Washington
$242K +$5.46K +41 +2%
ASBI
2003
American State Bank (Iowa)
Iowa
$242K +$16K +120 +6%
EA
2004
Emerald Advisers
Pennsylvania
$241K – – –
BMC
2005
Beaton Management Company
Massachusetts
$240K -$16.6K -125 -6%
FIM
2006
Fruth Investment Management
Texas
$240K – – –
AC
2007
AWM Capital
Arizona
$240K +$3.19K +24 +1%
ACM
2008
AlphaStar Capital Management
North Carolina
$239K -$6.92K -52 -2%
HCP
2009
Holt Capital Partners
Texas
$239K – – –
PCM
2010
Perritt Capital Management
Illinois
$239K +$27.9K +210 +11%
KCM
2011
Kathmere Capital Management
Pennsylvania
$239K +$42.9K +322 +18%
SCA
2012
Sandy Cove Advisors
Massachusetts
$239K +$227K +1,707 +472%
FNBOSM
2013
First National Bank of South Miami
Florida
$238K +$49.1K +369 +22%
CCB
2014
Cutter & Co Brokerage
Missouri
$238K +$51.1K +384 +23%
SWM
2015
Salvus Wealth Management
New Jersey
$238K +$274K +2,058 New
CC
2016
Cannell & Co
New York
$237K -$30.3K -228 -10%
FCM
2017
Fortis Capital Management
Washington
$237K +$273K +2,050 New
HT
2018
HighTower Trust
Texas
$237K +$273K +2,052 New
CRI
2019
Colonial River Investments
Virginia
$235K +$125K +938 +86%
CT
2020
Clearstead Trust
Maine
$234K -$3.36M -25,217 -93%
CG
2021
CFO4Life Group
Texas
$234K +$13K +98 +5%
FCB
2022
First Command Bank
Texas
$234K +$13.3K +100 +5%
FCFS
2023
First Command Financial Services
Texas
$234K +$13.3K +100 +5%
AWM
2024
Alterna Wealth Management
Texas
$234K +$269K +2,022 New
FC
2025
Fusion Capital
South Carolina
$233K +$41.1K +309 +18%