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Name Holding Trade Value Shares
Change 		Change in
Stake
NM
2001
NWI Management
New York
$1.8M – – –
SC
2002
Shay Capital
New York
$1.8M -$6.03M -13,600 -77%
CMANY
2003
Capital Management Associates (New York)
New York
$1.8M – – –
RWP
2004
Ridgecrest Wealth Partners
California
$1.8M -$182K -411 -9%
JWBC
2005
John W. Brooker & Co
California
$1.8M +$61.6K +139 +4%
JWM
2006
JGP Wealth Management
Oregon
$1.79M +$55K +124 +3%
TVAMP
2007
Tennessee Valley Asset Management Partners
Tennessee
$1.79M +$49.2K +111 +3%
OP
2008
ORG Partners
Indiana
$1.79M -$807K -1,821 -31%
BFA
2009
Beaumont Financial Advisors
Massachusetts
$1.79M +$52.3K +118 +3%
ABC
2010
Associated Banc-Corp
Wisconsin
$1.79M -$76.2K -172 -4%
S
2011
Sunpointe
Missouri
$1.79M +$45.7K +103 +3%
WWM
2012
Westwood Wealth Management
California
$1.79M -$4.76M -10,728 -73%
LWM
2013
Lionshead Wealth Management
New York
$1.79M +$5.76K +13 +0.3%
MAM
2014
Mainsail Asset Management
Alabama
$1.78M +$74.5K +168 +4%
SPF
2015
South Plains Financial
Texas
$1.78M +$60.3K +136 +4%
RC
2016
Rahlfs Capital
Texas
$1.78M -$71.8K -162 -4%
AWS
2017
Arkfeld Wealth Strategies
Nebraska
$1.78M -$19.9K -45 -1%
SL
2018
Sentinus LLC
Illinois
$1.78M +$419K +946 +32%
DE
2019
DV Equities
Illinois
$1.78M +$1.75M +3,948 New
ZIG
2020
Zuckerman Investment Group
Illinois
$1.78M -$134K -303 -7%
BFG
2021
Beacon Financial Group
Texas
$1.77M +$36.3K +82 +2%
PCP
2022
Panoramic Capital Partners
Oregon
$1.77M +$888K +2,003 +103%
CQWA
2023
Chokshi & Queen Wealth Advisors
California
$1.77M -$1.28M -2,879 -42%
JAG
2024
Journey Advisory Group
Kentucky
$1.77M +$246K +556 +16%
VNA
2025
Valley National Advisers
Pennsylvania
$1.77M +$459K +1,035 +36%
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