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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FSCM
2001
Front Street Capital Management
Montana
– -$239K -1,768 Closed
RCA
2002
Resonant Capital Advisors
Wisconsin
– -$238K -1,762 Closed
CCB
2003
Cutter & Co Brokerage
Missouri
– -$237K -1,753 Closed
FCM
2004
Fourpath Capital Management
Oklahoma
– -$237K -1,752 Closed
KMWM
2005
Keudell/Morrison Wealth Management
Oregon
– -$237K -1,750 Closed
CWA
2006
Clarity Wealth Advisors
California
– -$236K -1,743 Closed
WCWM
2007
Willow Creek Wealth Management
California
– -$235K -1,742 Closed
DS
2008
DRW Securities
Illinois
– -$232K -1,726 Closed
HAIM
2009
Hunter Associates Investment Management
Pennsylvania
– -$232K -1,725 Closed
IIA
2010
Integral Investment Advisors
California
– -$233K -1,725 Closed
PFW
2011
Petros Family Wealth
Minnesota
– -$233K -1,725 Closed
SFA
2012
Salus Financial Advisors
Colorado
– -$233K -1,724 Closed
SC
2013
Scotia Capital
Ontario, Canada
– -$233K -1,723 Closed
CSA
2014
Cottage Street Advisors
Massachusetts
– -$233K -1,721 Closed
VST
2015
Van Strum & Towne
California
– -$233K -1,720 Closed
GDP
2016
Great Diamond Partners
Maine
– -$232K -1,713 Closed
SBIA
2017
Sheaff Brock Investment Advisors
Indiana
– -$231K -1,712 Closed
HCM
2018
Highview Capital Management
Illinois
– -$231K -1,708 Closed
SFG
2019
Sather Financial Group
Texas
– -$230K -1,704 Closed
RAG
2020
RIA Advisory Group
Iowa
– -$230K -1,703 Closed
SMA
2021
Seven Mile Advisory
New Jersey
– -$230K -1,703 Closed
EFG
2022
Ethos Financial Group
Pennsylvania
– -$230K -1,701 Closed
EC
2023
Enhancing Capital
Pennsylvania
– -$230K -1,700 Closed
RFA
2024
Resurgent Financial Advisors
Georgia
– -$229K -1,694 Closed
AW
2025
Alaethes Wealth
Nevada
– -$229K -1,693 Closed
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81
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