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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
2001
Safeguard Investment Advisory Group
California
$232K +$38.6K +501 +18%
IWN
2002
Independent Wealth Network
Iowa
$232K +$24.5K +318 +11%
MHC
2003
May Hill Capital
Massachusetts
$232K +$248K +3,222 New
SF
2004
Symphony Financial
Texas
$230K +$56.3K +732 +30%
TC
2005
TwinBeech Capital
New York
$230K -$23.4K -304 -9%
MSFS
2006
Main Street Financial Solutions
Pennsylvania
$229K -$204K -2,654 -45%
BFA
2007
Beaumont Financial Advisors
Massachusetts
$229K -$10K -130 -4%
SP
2008
Stonebrook Private
Michigan
$229K +$53.9K +700 +28%
AFAS
2009
Acorn Financial Advisory Services
Virginia
$228K +$32.6K +423 +15%
RPC
2010
Rossmore Private Capital
Connecticut
$228K +$244K +3,164 New
CWG
2011
Crown Wealth Group
North Carolina
$228K +$37.1K +482 +18%
FMWA
2012
Forvis Mazars Wealth Advisors
Missouri
$227K +$35.9K +467 +17%
KWM
2013
Kingsman Wealth Management
Florida
$227K -$882K -11,460 -78%
FTUS
2014
Flow Traders U.S.
New York
$227K +$243K +3,153 New
DCM
2015
Dudley Capital Management
Virginia
$226K -$108K -1,400 -31%
5NPW
2016
55 North Private Wealth
Florida
$225K +$21.2K +275 +10%
WCG
2017
Weaver Consulting Group
California
$224K +$6.39K +83 +3%
CG
2018
Corundum Group
Colorado
$224K +$23.6K +307 +11%
CA
2019
Calton & Associates
Florida
$224K +$239K +3,111 New
TS
2020
Tamar Securities
California
$224K +$41.9K +544 +21%
AFT
2021
Alpha Family Trust
California
$224K -$97.7K -1,270 -29%
FPL
2022
Fortress Private Ledger
North Carolina
$223K -$95.5K -1,241 -29%
HIIFS
2023
Harel Insurance Investments & Financial Services
Israel
$223K -$1.8M -23,360 -88%
PCMN
2024
Paradigm Capital Management (Nevada)
Nevada
$223K +$28.9K +375 +14%
AGA
2025
Arkos Global Advisors
Texas
$223K +$239K +3,103 New
79 80
81
82 83