We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2001
Moser Wealth Advisors
Washington
$55K -$22.7K -60 -23%
CFG
2002
CKW Financial Group
Hawaii
$55K – – –
IFS
2003
Intelligent Financial Strategies
Minnesota
$55K – – –
MRCM
2004
M&R Capital Management
New Jersey
$55K – – –
GA
2005
GoalVest Advisory
New York
$54K -$714K -1,887 -91%
MWM
2006
Mascoma Wealth Management
New Hampshire
$54K -$16.3K -43 -18%
NR
2007
Newfound Research
Massachusetts
$52K -$14.4K -38 -17%
PA
2008
PSI Advisors
Florida
$51K -$30.3K -80 -30%
BHWM
2009
Bay Harbor Wealth Management
Maryland
$51K +$11K +29 +19%
HGERS
2010
Householder Group Estate & Retirement Specialist
Arizona
$51K +$71.1K +188 New
VNA
2011
Valley National Advisers
Pennsylvania
$50K – – –
JSAM
2012
J. Safra Asset Management
New York
$49K – – –
HF
2013
Halpern Financial
Virginia
$48.2K – – –
SPWG
2014
Sage Private Wealth Group
Illinois
$48K – – –
BA
2015
Bellwether Advisors
Nebraska
$48K +$3.03K +8 +5%
AWM
2016
AllSquare Wealth Management
New York
$47K +$4.92K +13 +8%
BEI
2017
Benjamin Edwards Inc
Missouri
$46K -$7.57K -20 -11%
KFI
2018
Key Financial Inc
Pennsylvania
$46K – – –
AP
2019
Atwood & Palmer
Missouri
$45K – – –
NIC
2020
Northwest Investment Counselors
Oregon
$45K – – –
WSC
2021
Wellington Shields & Co
New York
$45K – – –
FP
2022
Financial Perspectives
Minnesota
$44.6K – – –
KFP
2023
KB Financial Partners
New Jersey
$44K -$12.1K -32 -17%
LB
2024
Legacy Bridge
Iowa
$44K – – –
SAM
2025
Strategic Asset Management
Minnesota
$44K – – –