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Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
2001
Moisand Fitzgerald Tamayo
Florida
$111K – – –
FI
2002
FormulaFolio Investments
Michigan
$107K -$10.9K -45 -9%
CWP
2003
Concord Wealth Partners
Virginia
$100K +$242 +1 +0.2%
DTIM
2004
Danda Trouve Investment Management
Kansas
$100K +$24.2K +100 +32%
RCG
2005
Rock Creek Group
District of Columbia
$96K -$67.5K -279 -41%
PCFFS
2006
Pacific Center for Financial Services
California
$84K – – –
SWM
2007
Selective Wealth Management
Virginia
$84K +$84.6K +350 New
EAM
2008
Erste Asset Management
Austria
$83.1K – – –
BCA
2009
Bray Capital Advisors
Florida
$83K -$212K -875 -72%
CWC
2010
Carolinas Wealth Consulting
North Carolina
$80K -$117K -486 -59%
NC
2011
NewSquare Capital
Pennsylvania
$80K – – –
NIM
2012
NuWave Investment Management
New Jersey
$80K +$80.5K +333 New
WWM
2013
Wolff Wiese Magana
California
$77K -$16.9K -70 -18%
EWM
2014
Endurance Wealth Management
Rhode Island
$77K +$48.4K +200 +163%
CWM
2015
Cranbrook Wealth Management
Michigan
$73K – – –
EWM
2016
Elmwood Wealth Management
California
$72K – – –
MIM
2017
Macroview Investment Management
Maryland
$72K – – –
VCM
2018
Vigilant Capital Management
Maine
$72K +$7.74K +32 +12%
AA
2019
AlphaMark Advisors
Kentucky
$69K – – –
SFP
2020
Sterling Financial Planning
New Jersey
$68K -$25.4K -105 -27%
KFI
2021
Key Financial Inc
Pennsylvania
$68K – – –
AWM
2022
Activest Wealth Management
Florida
$67K +$7.98K +33 +13%
FRA
2023
Front Row Advisors
California
$66K -$16K -66 -18%
CWAF
2024
Core Wealth Advisors (Florida)
Florida
$65K +$7.74K +32 +13%
AW
2025
Alaethes Wealth
Nevada
$65K +$65.3K +270 New
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