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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
2001
Augustine Asset Management
Florida
$219K -$10.1K -246 -4%
HCM
2002
HM Capital Management
Missouri
$219K – – –
NC
2003
NewSquare Capital
Pennsylvania
$219K +$11.7K +285 +5%
SFM
2004
Signet Financial Management
New Jersey
$218K -$1.53M -37,164 -88%
BL
2005
Balentine LLC
Georgia
$217K -$5.31K -129 -2%
PWP
2006
Personal Wealth Partners
Minnesota
$216K – – –
RCA
2007
Rowland Carmichael Advisors
Arizona
$216K +$123 +3 +0.1%
PPW
2008
Parcion Private Wealth
Washington
$216K +$4.44K +108 +2%
NFG
2009
Nadler Financial Group
Illinois
$216K +$223K +5,412 New
CPC
2010
Congress Park Capital
New York
$216K +$223K +5,415 New
OAM
2011
Oberweis Asset Management
Illinois
$215K -$2.22K -54 -1%
MWM
2012
Minot Wealth Management
Massachusetts
$214K +$2.35K +57 +1%
AI
2013
Accredited Investors
Minnesota
$213K – – –
FCCM
2014
First City Capital Management
Georgia
$213K +$220K +5,346 New
BWAM
2015
Boyd Watterson Asset Management
Ohio
$212K -$24.7K -600 -10%
MLFP
2016
MPS Loria Financial Planners
Illinois
$212K +$218K +5,310 New
CG
2017
Corundum Group
Colorado
$211K -$31.3K -762 -13%
DI
2018
DFPG Investments
Utah
$211K -$10.2K -249 -5%
DTC
2019
Davidson Trust Company
Washington
$211K +$219K +5,322 New
APW
2020
Aurora Private Wealth
New Jersey
$210K -$186K -4,512 -46%
IMOV
2021
Investment Management of Virginia
Virginia
$210K +$216K +5,250 New
MAA
2022
Matrix Asset Advisors
New York
$210K +$216K +5,250 New
PP
2023
PDS Planning
Ohio
$210K +$217K +5,268 New
RPGK
2024
Retirement Planning Group (Kansas)
Kansas
$210K +$217K +5,268 New
FMTC
2025
Farmers & Merchants Trust Company
California
$209K +$216K +5,241 New
79 80
81
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