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Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
2001
Castle Rock Wealth Management
California
$1.5M -$160K -462 -12%
BTW
2002
Boston Trust Walden
Massachusetts
$1.49M +$5.9K +17 +0.5%
LAM
2003
Lewis Asset Management
California
$1.49M +$23.6K +68 +2%
CMI
2004
Clare Market Investments
Texas
$1.49M +$63.8K +184 +6%
SAM
2005
Strive Asset Management
Ohio
$1.49M +$493K +1,421 +74%
WA
2006
WP Advisors
California
$1.49M +$277K +800 +31%
AP
2007
Americana Partners
Texas
$1.48M -$1.1M -3,169 -49%
SFO
2008
Stokes Family Office
Louisiana
$1.48M +$15.6K +45 +1%
TCOT
2009
Trust Company of Toledo
Ohio
$1.48M -$23.6K -68 -2%
BWM
2010
Buckley Wealth Management
Nevada
$1.48M – – –
TW
2011
Traveka Wealth
California
$1.48M +$20.5K +59 +2%
CIG
2012
Cullen Investment Group
Louisiana
$1.48M – – –
ICM
2013
IMS Capital Management
Oregon
$1.48M +$55.5K +160 +5%
WF
2014
Whelan Financial
California
$1.48M +$332K +957 +41%
DCBT
2015
Dakota Community Bank & Trust
North Dakota
$1.48M +$884K +2,550 +332%
PIN
2016
Prudent Investors Network
California
$1.47M +$1.15M +3,313 New
NSAM
2017
North Star Asset Management
Wisconsin
$1.47M +$485K +1,399 +73%
MFS
2018
Madrona Financial Services
Washington
$1.47M -$45.1K -130 -4%
RE
2019
Rydar Equities
Texas
$1.47M +$1.04K +3 +0.1%
SIG
2020
Stonegate Investment Group
Alabama
$1.46M +$78.4K +226 +7%
VC
2021
Veery Capital
Delaware
$1.46M +$5.9K +17 +0.5%
BPC
2022
Bearing Point Capital
Minnesota
$1.46M +$165K +475 +17%
AGC
2023
Aspen Grove Capital
Colorado
$1.45M -$242K -697 -18%
PFWA
2024
Paces Ferry Wealth Advisors
Georgia
$1.45M -$38.5K -111 -3%
CFO
2025
Custos Family Office
Texas
$1.44M +$36.4K +105 +3%
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