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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
2001
Sound Income Strategies
Florida
$24K
PWMG
2002
Prestige Wealth Management Group
New Jersey
$24K +$510 +6 +2%
LWA
2003
Lowe Wealth Advisors
Maryland
$23K
MWC
2004
MBM Wealth Consultants
Missouri
$23K +$23.4K +275 New
FEG
2005
Financial Enhancement Group
Indiana
$22K
SL
2006
Salomon & Ludwin
Virginia
$22K
NCM
2007
Next Capital Management
New York
$21K -$24.6K -289 -54%
IRC
2008
Investors Research Corp
Georgia
$21K
SWP
2009
Strategic Wealth Partners
Ohio
$20.4K +$1.45M +17,075 +4,367%
BEI
2010
Benjamin Edwards Inc
Missouri
$17K
SMG
2011
Spectrum Management Group
Indiana
$17K
LFG
2012
LifePlan Financial Group
Ohio
$15K
SNBOSCI
2013
Security National Bank of Sioux City Iowa
Iowa
$15K
RIA
2014
RPG Investment Advisory
California
$14K
GC
2015
Grace Capital
Massachusetts
$13K
LWS
2016
Lucia Wealth Services
California
$13K
FNBOSM
2017
First National Bank of South Miami
Florida
$11K
IWA
2018
Intercontinental Wealth Advisors
Texas
$10K
AS
2019
Altshuler Shaham
Israel
$9K -$1.7K -20 -15%
APC
2020
Aspire Private Capital
North Carolina
$9K
NCM
2021
Northstar Capital Management
New York
$8K -$47.8K -562 -85%
DWA
2022
Dougherty Wealth Advisers
Minnesota
$8K
FA
2023
Financial Advantage
Maryland
$8K
HWM
2024
Holloway Wealth Management
Florida
$8K
CA
2025
Crewe Advisors
Utah
$8K +$8.24K +97 New