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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
2001
Larson Financial Group
Missouri
$10K -$1.53K -7 -12%
FWM
2002
FSA Wealth Management
Massachusetts
$10K
OAJ
2003
Ogorek Anthony Joseph
New York
$10K
VRM
2004
Vectors Research Management
New York
$9K
AC
2005
AlphaCore Capital
California
$9K +$9.83K +45 New
FCH
2006
Freestone Capital Holdings
Washington
$8.2K -$1.42M -6,502 -14%
IWP
2007
IAG Wealth Partners
Wisconsin
$8K
MWM
2008
MBE Wealth Management
Wisconsin
$8K +$9.39K +43 New
CA
2009
Centerpoint Advisors
Massachusetts
$7K
FMP
2010
Financial Management Professionals
Texas
$7K
BII
2011
Bainco International Investors
Massachusetts
$7K +$7.86K +36 New
CAGAS
2012
Capital Advisory Group Advisory Services
Minnesota
$7K +$7.86K +36 New
CIAS
2013
CBIZ Investment Advisory Services
Ohio
$6K
LS
2014
Leelyn Smith
Illinois
$5K -$437 -2 -7%
CMA
2015
Cedar Mountain Advisors
Oregon
$5K
LCC
2016
Lincoln Capital Corp
Rhode Island
$4.64K +$218K +996 +5%
BEI
2017
Benjamin Edwards Inc
Missouri
$4K
LFG
2018
LifePlan Financial Group
Ohio
$4K
HWM
2019
HighMark Wealth Management
Minnesota
$4K +$218 +1 +5%
CFN
2020
Cordasco Financial Network
Florida
$4K +$4.37K +20 New
DCM
2021
Davis Capital Management
Florida
$4K +$4.59K +21 New
SI
2022
Sprott Inc
Ontario, Canada
$3.04K
SCA
2023
Stuart Chaussee & Associates
California
$3K -$26.2K -120 -88%
WCM
2024
Wealthcare Capital Management
Virginia
$3K -$6.55K -30 -67%
FEG
2025
Financial Enhancement Group
Indiana
$3K