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Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
2001
Partnervest Advisory Services
California
$433K +$408K +2,492 New
OGC
2002
Oak Grove Capital
New Hampshire
$431K +$407K +2,485 New
PL
2003
Plancorp LLC
Missouri
$430K +$8.84K +54 +2%
GC
2004
Gilbert & Cook
Iowa
$427K -$10.8K -66 -3%
HFP
2005
Holistic Financial Partners
Indiana
$427K +$1.97K +12 +0.5%
DCM
2006
Dimension Capital Management
Florida
$424K +$400K +2,443 New
ME
2007
McIlrath & Eck
Washington
$423K – – –
SIA
2008
Starfire Investment Advisers
Michigan
$423K – – –
TA
2009
TMD & Associates
Arizona
$422K – – –
CAM
2010
Claret Asset Management
Quebec, Canada
$421K +$36.5K +223 +10%
BFPW
2011
BOK Financial Private Wealth
Colorado
$421K +$81.9K +500 +26%
SP
2012
Symmetry Partners
Connecticut
$417K -$1.21M -7,369 -75%
PL
2013
Perpetual Ltd
Australia
$416K – – –
CC
2014
Claybrook Capital
Massachusetts
$415K – – –
AIP
2015
Ahrens Investment Partners
Louisiana
$414K -$13.9K -85 -3%
PV
2016
Private Vista
Illinois
$414K +$19K +116 +5%
TVAMP
2017
Tennessee Valley Asset Management Partners
Tennessee
$410K -$2.95K -18 -0.8%
CSM
2018
CAMG Solamere Management
North Carolina
$408K – – –
GC
2019
Garde Capital
Washington
$407K -$70.7K -432 -16%
CB
2020
CNB Bank
Pennsylvania
$407K +$159K +971 +71%
SMFS
2021
Squar Milner Financial Services
California
$403K +$80.4K +491 +27%
1IA
2022
1834 Investment Advisors
Wisconsin
$402K +$23.4K +143 +7%
MLIC
2023
Mandatum Life Insurance Company
Finland
$399K – – –
BWM
2024
Biltmore Wealth Management
Arizona
$399K +$376K +2,299 New
IG
2025
ING Group
Netherlands
$397K -$9.75M -59,542 -96%
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