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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2001
Baron Financial Group
New Jersey
$113K -$9.67K -40 -8%
MFT
2002
Moisand Fitzgerald Tamayo
Florida
$111K – – –
FI
2003
FormulaFolio Investments
Michigan
$107K -$10.9K -45 -9%
CWP
2004
Concord Wealth Partners
Virginia
$100K +$242 +1 +0.2%
DTIM
2005
Danda Trouve Investment Management
Kansas
$100K +$24.2K +100 +32%
RCG
2006
Rock Creek Group
District of Columbia
$96K -$67.5K -279 -41%
PCFFS
2007
Pacific Center for Financial Services
California
$84K – – –
SWM
2008
Selective Wealth Management
Virginia
$84K +$84.6K +350 New
EAM
2009
Erste Asset Management
Austria
$83.1K – – –
BCA
2010
Bray Capital Advisors
Florida
$83K -$212K -875 -72%
CWC
2011
Carolinas Wealth Consulting
North Carolina
$80K -$117K -486 -59%
NC
2012
NewSquare Capital
Pennsylvania
$80K – – –
NIM
2013
NuWave Investment Management
New Jersey
$80K +$80.5K +333 New
WWM
2014
Wolff Wiese Magana
California
$77K -$16.9K -70 -18%
EWM
2015
Endurance Wealth Management
Rhode Island
$77K +$48.4K +200 +163%
CWM
2016
Cranbrook Wealth Management
Michigan
$73K – – –
EWM
2017
Elmwood Wealth Management
California
$72K – – –
MIM
2018
Macroview Investment Management
Maryland
$72K – – –
VCM
2019
Vigilant Capital Management
Maine
$72K +$7.74K +32 +12%
AA
2020
AlphaMark Advisors
Kentucky
$69K – – –
SFP
2021
Sterling Financial Planning
New Jersey
$68K -$25.4K -105 -27%
KFI
2022
Key Financial Inc
Pennsylvania
$68K – – –
AWM
2023
Activest Wealth Management
Florida
$67K +$7.98K +33 +13%
FRA
2024
Front Row Advisors
California
$66K -$16K -66 -18%
CWAF
2025
Core Wealth Advisors (Florida)
Florida
$65K +$7.74K +32 +13%
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