We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
2001
John W. Brooker & Co
California
$21K +$19.2K +100 New
EI
2002
Ellevest Inc
New York
$20K -$1.73K -9 -9%
VRM
2003
Vectors Research Management
New York
$20K
MLFP
2004
MPS Loria Financial Planners
Illinois
$19K -$37.7K -196 -68%
BHWM
2005
Bay Harbor Wealth Management
Maryland
$19K +$7.88K +41 +89%
IWP
2006
IAG Wealth Partners
Wisconsin
$17K -$38.4K -200 -73%
CFO
2007
CVA Family Office
Colorado
$17K -$11.3K -59 -43%
RWM
2008
Raffa Wealth Management
District of Columbia
$15K
CC
2009
Cypress Capital
Tennessee
$14K +$12.7K +66 New
FPFS
2010
First Personal Financial Services
North Carolina
$13K -$8.65K -45 -43%
IA
2011
IFS Advisors
Kansas
$13K +$12.1K +63 New
BDWM
2012
Brewin Dolphin Wealth Management
Ireland
$12.6K -$3.08K -16 -21%
BCM
2013
Blume Capital Management
California
$11K
YAL
2014
Your Advocates Ltd
Texas
$11K
CB
2015
CNB Bank
Pennsylvania
$11K +$3.27K +17 +47%
RFWA
2016
RPg Family Wealth Advisory
Massachusetts
$10.1K +$9.04K +47 New
HI
2017
Human Investing
Oregon
$10K
SL
2018
Savior LLC
Massachusetts
$10K
MCM
2019
McMillion Capital Management
North Carolina
$9K +$7.69K +40 New
SSC
2020
Syverson Strege & Co
Iowa
$8K +$6.92K +36 New
CT
2021
Clearstead Trust
Maine
$7K
FAM
2022
Fred Alger Management
New York
$7K
MFA
2023
McClarren Financial Advisors
Pennsylvania
$7K +$6.73K +35 New
CYG
2024
Clean Yield Group
Vermont
$6K -$5K -26 -50%
SFA
2025
Semmax Financial Advisors
North Carolina
$5K