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Name Holding Trade Value Shares
Change 		Change in
Stake
UFF
2001
USA Financial Formulas
Michigan
$1.9M -$559K -1,364 -29%
SF
2002
Sun Financial
Utah
$1.89M -$897K -2,189 -35%
AW
2003
Alteri Wealth
California
$1.89M +$19.7K +48 +1%
WKSWA
2004
White Knight Strategic Wealth Advisors
New Jersey
$1.89M +$141K +344 +12%
FFS
2005
Fischer Financial Services
Pennsylvania
$1.89M +$1.33M +3,250 New
JC
2006
JB Capital
Connecticut
$1.89M -$6.49M -15,841 -83%
FTUS
2007
Flow Traders U.S.
New York
$1.88M -$3M -7,318 -69%
LFS
2008
Legacy Financial Strategies
Kansas
$1.88M +$223K +545 +20%
TCM
2009
Triumph Capital Management
Colorado
$1.88M -$1.63M -3,966 -55%
CFMC
2010
Curbstone Financial Management Corp
New Hampshire
$1.88M -$41.8K -102 -3%
KFAS
2011
Keating Financial Advisory Services
Kansas
$1.88M -$1.64K -4 -0.1%
IWA
2012
IVC Wealth Advisors
Pennsylvania
$1.87M -$56.2K -137 -4%
CWWM
2013
Clear Wave Wealth Management
New Jersey
$1.87M +$240K +585 +22%
FAM
2014
Formidable Asset Management
Ohio
$1.86M +$127K +309 +3%
SB
2015
Simmons Bank
Arkansas
$1.86M +$376K +917 +40%
RDWM
2016
Red Door Wealth Management
Tennessee
$1.86M +$702K +1,712 +115%
SIS
2017
Sound Income Strategies
Florida
$1.86M +$116K +283 +10%
GBFG
2018
Gerald Baker Financial Group
Texas
$1.86M +$39.4K +96 +3%
EWS
2019
Evergreen Wealth Solutions
Pennsylvania
$1.85M +$702K +1,713 +81%
HWA
2020
HCR Wealth Advisors
California
$1.85M -$65.6K -160 -5%
GCM
2021
Graham Capital Management
Connecticut
$1.85M +$417K +1,018 +47%
WIM
2022
Warwick Investment Management
Texas
$1.84M +$500K +1,219 +63%
BFG
2023
Birch Financial Group
New Hampshire
$1.84M +$93.9K +229 +8%
DW30
2024
Drucker Wealth 3.0
New Jersey
$1.84M -$41K -100 -3%
ZWA
2025
Zinnia Wealth Advisory
Florida
$1.83M -$59.4K -145 -4%
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