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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
2001
Cubist Systematic Strategies
Connecticut
$85K -$10.9M -30,606 -99%
JWA
2002
JFS Wealth Advisors
Pennsylvania
$84K – – –
BWA
2003
Burt Wealth Advisors
Maryland
$83K – – –
JPLA
2004
Joseph P. Lucia & Associates
New York
$83K – – –
SWP
2005
Strategic Wealth Partners
Ohio
$82.3K +$970K +2,713 +680%
PGAM
2006
Princeton Global Asset Management
New Jersey
$77K -$8.94K -25 -11%
HGWM
2007
Harvest Group Wealth Management
Massachusetts
$76K – – –
CFG
2008
CKW Financial Group
Hawaii
$75K – – –
AW
2009
Alpha Windward
Massachusetts
$73K – – –
GWAG
2010
Garrett Wealth Advisory Group
Texas
$72.3K +$67.9K +190 New
GTAM
2011
Global Trust Asset Management
Florida
$64K -$15K -42 -20%
ST
2012
Sageworth Trust
Pennsylvania
$61K – – –
AWA
2013
Artemis Wealth Advisors
New York
$57.1K – – –
BL
2014
Balentine LLC
Georgia
$56K +$9.29K +26 +22%
NIM
2015
NuWave Investment Management
New Jersey
$56K +$28.2K +79 +110%
EI
2016
Ellevest Inc
New York
$53K +$3.22K +9 +7%
CCA
2017
Catalyst Capital Advisors
New York
$50K +$47.2K +132 New
CAL
2018
Capital Analysts LLC
Pennsylvania
$49K +$24.7K +69 +113%
FBT
2019
First Bank & Trust
South Dakota
$48K – – –
PCFFS
2020
Pacific Center for Financial Services
California
$48K – – –
SWM
2021
Selective Wealth Management
Virginia
$44K +$41.5K +116 New
SQA
2022
Simon Quick Advisors
New Jersey
$43K -$41.5K -116 -51%
RWM
2023
Raffa Wealth Management
District of Columbia
$41.9K +$39.3K +110 New
BAM
2024
Barrett Asset Management
New York
$40K +$37.2K +104 New
VIM
2025
Veritas Investment Management
United Kingdom
$40K +$37.5K +105 New
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