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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
2001
CKW Financial Group
Hawaii
$55K
IFS
2002
Intelligent Financial Strategies
Minnesota
$55K
MRCM
2003
M&R Capital Management
New Jersey
$55K
GA
2004
GoalVest Advisory
New York
$54K -$714K -1,887 -91%
MWM
2005
Mascoma Wealth Management
New Hampshire
$54K -$16.3K -43 -18%
NR
2006
Newfound Research
Massachusetts
$52K -$14.4K -38 -17%
PA
2007
PSI Advisors
Florida
$51K -$30.3K -80 -30%
BHWM
2008
Bay Harbor Wealth Management
Maryland
$51K +$11K +29 +19%
HGERS
2009
Householder Group Estate & Retirement Specialist
Arizona
$51K +$71.1K +188 New
VNA
2010
Valley National Advisers
Pennsylvania
$50K
JSAM
2011
J. Safra Asset Management
New York
$49K
HF
2012
Halpern Financial
Virginia
$48.2K
SPWG
2013
Sage Private Wealth Group
Illinois
$48K
BA
2014
Bellwether Advisors
Nebraska
$48K +$3.03K +8 +5%
AWM
2015
AllSquare Wealth Management
New York
$47K +$4.92K +13 +8%
BEI
2016
Benjamin Edwards Inc
Missouri
$46K -$7.57K -20 -11%
KFI
2017
Key Financial Inc
Pennsylvania
$46K
AP
2018
Atwood & Palmer
Missouri
$45K
NIC
2019
Northwest Investment Counselors
Oregon
$45K
WSC
2020
Wellington Shields & Co
New York
$45K
FP
2021
Financial Perspectives
Minnesota
$44.6K
KFP
2022
KB Financial Partners
New Jersey
$44K -$12.1K -32 -17%
LB
2023
Legacy Bridge
Iowa
$44K
SAM
2024
Strategic Asset Management
Minnesota
$44K
IFAM
2025
Institutional & Family Asset Management
Colorado
$42K -$12.5K -33 -18%