We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IA
2001
Invested Advisors
Pennsylvania
$298K -$38.2K -24 -14%
BIM
2002
Barton Investment Management
Pennsylvania
$298K +$239K +150 New
HCMG
2003
Howard Capital Management Group
California
$298K +$239K +150 New
WDL
2004
Well Done LLC
Michigan
$298K +$239K +150 New
PCM
2005
Prospera Capital Management
Arizona
$297K
PFM
2006
Phillips Financial Management
Indiana
$296K -$6.37K -4 -3%
CWMGO
2007
Capstone Wealth Management Group (Oregon)
Oregon
$294K +$236K +148 New
DJYG
2008
David J. Yvars Group
Florida
$294K +$236K +148 New
FPW
2009
Fairvoy Private Wealth
Alabama
$294K +$236K +148 New
FFO
2010
Fiduciary Family Office
Florida
$294K +$236K +148 New
PFG
2011
Prosperity Financial Group
California
$294K +$236K +148 New
OCM
2012
Orion Capital Management
California
$292K
TC
2013
Trilogy Capital
California
$291K +$232K +146 New
KAM
2014
Knightsbridge Asset Management
California
$290K +$232K +146 New
AIM
2015
Alhambra Investment Management
Florida
$290K +$232K +146 New
CPW
2016
Cove Private Wealth
New York
$290K +$232K +146 New
GCP
2017
GSA Capital Partners
United Kingdom
$290K -$372K -234 -62%
PFGIA
2018
Patriot Financial Group Insurance Agency
Massachusetts
$289K -$193K -121 -45%
CA
2019
Chatterton & Associates
California
$289K +$22.3K +14 +10%
CA
2020
Claro Advisors
Massachusetts
$288K +$231K +145 New
RA
2021
Rational Advisors
New York
$288K +$27.1K +17 +13%
RCS
2022
R2 Capital Strategies
Nebraska
$288K +$231K +145 New
RIA
2023
RPG Investment Advisory
California
$288K +$231K +145 New
PWM
2024
Proathlete Wealth Management
Florida
$288K
WG
2025
Welch Group
Alabama
$286K +$229K +144 New