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Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
2001
First Nebraska Trust
Nebraska
$785K +$33.2K +589 +5%
GAG
2002
GM Advisory Group
New York
$785K -$580K -10,285 -43%
LD
2003
Lipe & Dalton
New York
$784K -$628K -11,131 -45%
GIA
2004
Granite Investment Advisors
New Hampshire
$782K – – –
BWP
2005
Bernardo Wealth Planning
Pennsylvania
$779K -$1.39M -24,573 -65%
NME
2006
Notis-McConarty Edward
$777K -$9.48K -168 -1%
MCM
2007
McKinley Capital Management
Alaska
$777K +$1.52K +27 +0.2%
GI
2008
Glovista Investments
New Jersey
$775K – – –
BCP
2009
Berkeley Capital Partners
Georgia
$774K +$197K +3,496 +36%
CG
2010
Cutler Group
California
$773K -$814K -14,423 -52%
LB
2011
Legacy Bridge
Iowa
$772K +$125K +2,215 +20%
DDC
2012
DF Dent & Co
Maryland
$766K -$229K -4,055 -24%
MCC
2013
Malaga Cove Capital
California
$766K -$10.2K -181 -1%
SFG
2014
Sowa Financial Group
Rhode Island
$765K +$57.4K +1,017 +8%
TAM
2015
Taurus Asset Management
New York
$763K -$50.4K -893 -6%
GKWIM
2016
Gerber Kawasaki Wealth & Investment Management
California
$763K -$26K -460 -3%
MLFP
2017
MPS Loria Financial Planners
Illinois
$762K +$564 +10 +0.1%
BWM
2018
BCGM Wealth Management
Indiana
$762K +$75K +1,329 +11%
TC
2019
Trilogy Capital
California
$760K +$45.7K +810 +7%
GCC
2020
Game Creek Capital
Massachusetts
$755K -$466K -8,259 -39%
MFGM
2021
Marshall Financial Group (Maryland)
Maryland
$755K +$120K +2,135 +20%
TC
2022
Truvestments Capital
Florida
$754K +$205K +3,633 +39%
FMT
2023
First Mercantile Trust
Tennessee
$753K -$733K -12,997 -50%
MA
2024
MONECO Advisors
Connecticut
$753K +$228K +4,044 +45%
MG
2025
Mather Group
Illinois
$752K +$18.1K +320 +3%
79 80
81
82 83