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Name Holding Trade Value Shares
Change 		Change in
Stake
CAMV
2001
Concord Asset Management (Virginia)
Virginia
$2.79M +$155K +483 +6%
AWC
2002
Abundance Wealth Counselors
Pennsylvania
$2.78M +$249K +775 +9%
SG
2003
StoneX Group
New York
$2.78M -$5.62M -17,485 -66%
CA
2004
Callahan Advisors
Texas
$2.78M -$15.8K -49 -0.5%
AC
2005
Aristides Capital
Kentucky
$2.78M +$324K +1,008 +12%
T
2006
TOBAM
France
$2.77M -$1.1M -3,414 -27%
TF
2007
Trek Financial
Arizona
$2.77M +$1.63M +5,057 +124%
WP
2008
WealthShield Partners
North Carolina
$2.76M -$2.01M -6,256 -41%
KA
2009
Klingman & Associates
New York
$2.76M -$24.1K -75 -0.8%
TGAM
2010
TBH Global Asset Management
Tennessee
$2.75M -$1.23M -3,818 -30%
CGFA
2011
Colton Groome Financial Advisors
North Carolina
$2.75M +$90.4K +281 +3%
FPL
2012
Fortress Private Ledger
North Carolina
$2.75M +$169K +527 +6%
BLC
2013
Brown, Lisle/Cummings
Rhode Island
$2.75M +$103K +321 +4%
NG
2014
Navigation Group
California
$2.74M +$2.92M +9,082 New
LI
2015
Lafayette Investments
Maryland
$2.74M +$123K +382 +4%
SCA
2016
Sander Capital Advisors
Washington
$2.74M -$5.79K -18 -0.2%
AGWCA
2017
Annis Gardner Whiting Capital Advisors
Florida
$2.73M +$210K +652 +8%
KA
2018
Kovack Advisors
Florida
$2.73M -$279K -868 -9%
SAS
2019
Stelac Advisory Services
New York
$2.73M +$2.7M +8,386 +1,207%
SWMG
2020
Stillwater Wealth Management Group
Florida
$2.72M -$386K -1,201 -12%
EPW
2021
Evolve Private Wealth
California
$2.72M +$1.02M +3,164 +54%
AIM
2022
Avanda Investment Management
Singapore
$2.72M -$3.26M -10,125 -53%
WSA
2023
Warm Springs Advisors
California
$2.72M – – –
TP
2024
Tranquility Partners
Tennessee
$2.71M -$35.4K -110 -1%
DWAM
2025
Duncan Williams Asset Management
Tennessee
$2.71M -$204K -633 -7%
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