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Name Holding Trade Value Shares
Change
Change in
Stake
OAG
2001
Orbis Allan Gray
Bermuda
$1.39M -$864K -2,128 -42%
UWP
2002
Uniting Wealth Partners
Kansas
$1.39M -$403K -993 -25%
LFG
2003
Larson Financial Group
Missouri
$1.39M +$166K +410 +16%
DI
2004
Dalton Investments
Nevada
$1.39M +$32.5K +80 +3%
LPAM
2005
Lodestar Private Asset Management
California
$1.39M +$4.06K +10 +0.3%
CFAM
2006
Center For Asset Management
Florida
$1.39M +$107K +264 +10%
JE
2007
JMAC Enterprises
Pennsylvania
$1.38M
TSMHT
2008
Thurston Springer Miller Herd & Titak
Indiana
$1.38M +$67K +165 +6%
RBFC
2009
Roman Butler Fullerton & Co
Missouri
$1.38M +$10.6K +26 +0.8%
AZ
2010
Alpha Zero
Florida
$1.38M +$252K +621 +23%
WA
2011
WPG Advisers
Maryland
$1.38M -$49.9K -123 -4%
TCM
2012
Tuttle Capital Management
Connecticut
$1.37M +$112K +276 +11%
AA
2013
Auxano Advisors
Washington
$1.37M +$123K +302 +12%
FPWM
2014
FSB Premier Wealth Management
Iowa
$1.37M -$396K -977 -25%
VCWM
2015
Vista Cima Wealth Management
Arizona
$1.37M +$41K +101 +4%
IHL
2016
Investment House LLC
California
$1.37M -$2.58M -6,350 -69%
SHGA
2017
Sand Hill Global Advisors
California
$1.36M -$38.5K -95 -3%
LOIM
2018
Liberty One Investment Management
Illinois
$1.36M -$226K -558 -16%
DT
2019
DV Trading
Illinois
$1.36M -$17M -41,940 -92%
NB
2020
NBT Bank
New York
$1.36M +$285K +703 +33%
FFG
2021
Fiduciary Financial Group
California
$1.35M +$151K +373 +15%
PAM
2022
Peak Asset Management
Colorado
$1.35M +$47.5K +117 +4%
WWM
2023
WJ Wealth Management
Arizona
$1.34M -$406 -1 -0%
JFG
2024
Jefferies Financial Group
New York
$1.34M -$5.39M -13,288 -83%
FPGK
2025
Financial Partners Group (Kansas)
Kansas
$1.34M +$137K +337 +14%