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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2001
Jeppson Wealth Management
California
$1.49M +$40.8K +99 +3%
KFI
2002
Key Financial Inc
Pennsylvania
$1.49M +$140K +341 +9%
HA
2003
Huntleigh Advisors
Missouri
$1.49M -$971K -2,357 -37%
RWP
2004
Ridgecrest Wealth Partners
California
$1.49M – – –
LWM
2005
Lionshead Wealth Management
New York
$1.48M +$7.42K +18 +0.5%
VEM
2006
Vann Equity Management
Texas
$1.48M +$1.64M +3,988 New
LWMM
2007
Legacy Wealth Management (Mississippi)
Mississippi
$1.48M +$856K +2,079 +109%
VNA
2008
Valley National Advisers
Pennsylvania
$1.48M +$21K +51 +1%
BRG
2009
Bay Rivers Group
Virginia
$1.48M +$124K +301 +8%
RFA
2010
ROI Financial Advisors
Oregon
$1.48M -$40K -97 -2%
ICM
2011
Intrepid Capital Management
Florida
$1.48M +$130K +316 +9%
AIIMS
2012
Analyst IMS Investment Management Services
Israel
$1.47M -$1M -2,434 -38%
CQWA
2013
Chokshi & Queen Wealth Advisors
California
$1.47M +$9.47K +23 +0.6%
CPA
2014
Capital Planning Advisors
California
$1.47M -$164K -397 -9%
ZIG
2015
Zuckerman Investment Group
Illinois
$1.47M – – –
FAMI
2016
Fideuram Asset Management (Ireland)
$1.47M -$18M -43,780 -93%
RC
2017
Rahlfs Capital
Texas
$1.46M -$8.24K -20 -0.5%
SCA
2018
Sassicaia Capital Advisers
New York
$1.46M +$798K +1,936 +97%
SIA
2019
Sit Investment Associates
Minnesota
$1.46M +$10.3K +25 +0.6%
HA
2020
Hanover Advisors
South Carolina
$1.46M +$129K +313 +9%
APM
2021
a16z Perennial Management
California
$1.46M -$159K -387 -9%
TFA
2022
Transamerica Financial Advisors
Florida
$1.45M +$225K +546 +16%
CCA
2023
Corps Capital Advisors
Texas
$1.45M +$499K +1,212 +45%
SI
2024
Seeds Investor
New York
$1.44M +$543K +1,319 +50%
RAM
2025
Reflection Asset Management
South Carolina
$1.44M +$253K +615 +19%
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