We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
2001
Guidant Wealth Advisors
Illinois
$232K -$18.8K -675 -7%
CAM
2002
Chesapeake Asset Management
New York
$232K
DLG
2003
Daniel L. Goodwin
$232K
VCM
2004
Vigilant Capital Management
Maine
$231K -$89.7K -3,223 -27%
FPB
2005
First PREMIER Bank
South Dakota
$231K
JMFC
2006
J.M. Forbes & Co
Massachusetts
$228K -$9.94K -357 -4%
CL
2007
CIM LLC
New York
$228K
LA
2008
Lau Associates
Delaware
$227K -$203K -7,277 -46%
LC
2009
Lincoln Capital
Nebraska
$226K -$58.8K -2,111 -20%
SWK
2010
Stephen W. Kidder
$226K
TIM
2011
Tortoise Investment Management
New York
$226K
WFWM
2012
Wechter Feldman Wealth Management
New Jersey
$226K
PA
2013
PFG Advisors
Arizona
$226K +$33.5K +1,205 +17%
LBC
2014
Lawrence B. Cohen
$225K -$15.8K -568 -6%
WAG
2015
Winthrop Advisory Group
Massachusetts
$225K +$5.51K +198 +2%
BWM
2016
Baystate Wealth Management
Massachusetts
$223K -$17.5K -630 -7%
BO
2017
Bach Option
Hong Kong
$223K +$230K +8,279 New
CCMINC
2018
Cardinal Capital Management Inc (North Carolina)
North Carolina
$222K
TIM
2019
Total Investment Management
Arizona
$222K +$229K +8,227 New
RIM
2020
Redwood Investment Management
Arizona
$222K +$229K +8,241 New
BWA
2021
Burt Wealth Advisors
Maryland
$221K -$3.67K -132 -2%
CIP
2022
Capital Insight Partners
Arizona
$219K -$56.7K -2,036 -20%
RT
2023
Reliance Trust
Georgia
$219K +$29.2K +1,049 +15%
JFA
2024
JNBA Financial Advisors
Minnesota
$218K +$52.5K +1,887 +30%
BFPW
2025
BOK Financial Private Wealth
Colorado
$217K