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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
2001
Fourpath Capital Management
Oklahoma
– -$237K -1,752 Closed
KMWM
2002
Keudell/Morrison Wealth Management
Oregon
– -$237K -1,750 Closed
CWA
2003
Clarity Wealth Advisors
California
– -$236K -1,743 Closed
WCWM
2004
Willow Creek Wealth Management
California
– -$235K -1,742 Closed
DS
2005
DRW Securities
Illinois
– -$232K -1,726 Closed
HAIM
2006
Hunter Associates Investment Management
Pennsylvania
– -$232K -1,725 Closed
IIA
2007
Integral Investment Advisors
California
– -$233K -1,725 Closed
PFW
2008
Petros Family Wealth
Minnesota
– -$233K -1,725 Closed
SFA
2009
Salus Financial Advisors
Colorado
– -$233K -1,724 Closed
SC
2010
Scotia Capital
Ontario, Canada
– -$233K -1,723 Closed
CSA
2011
Cottage Street Advisors
Massachusetts
– -$233K -1,721 Closed
VST
2012
Van Strum & Towne
California
– -$233K -1,720 Closed
GDP
2013
Great Diamond Partners
Maine
– -$232K -1,713 Closed
SBIA
2014
Sheaff Brock Investment Advisors
Indiana
– -$231K -1,712 Closed
HCM
2015
Highview Capital Management
Illinois
– -$231K -1,708 Closed
SFG
2016
Sather Financial Group
Texas
– -$230K -1,704 Closed
RAG
2017
RIA Advisory Group
Iowa
– -$230K -1,703 Closed
SMA
2018
Seven Mile Advisory
New Jersey
– -$230K -1,703 Closed
EFG
2019
Ethos Financial Group
Pennsylvania
– -$230K -1,701 Closed
EC
2020
Enhancing Capital
Pennsylvania
– -$230K -1,700 Closed
RFA
2021
Resurgent Financial Advisors
Georgia
– -$229K -1,694 Closed
AW
2022
Alaethes Wealth
Nevada
– -$229K -1,693 Closed
PTB
2023
Pioneer Trust Bank
Oregon
– -$229K -1,692 Closed
CFS
2024
CRA Financial Services
New Jersey
– -$228K -1,684 Closed
MWM
2025
Manske Wealth Management
Texas
– -$227K -1,680 Closed
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