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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
2001
Exchange Traded Concepts
Oklahoma
$27K -$2.23K -10 -7%
ACA
2002
Atlas Capital Advisors
Wyoming
$26.4K – – –
LWA
2003
Lenox Wealth Advisors
New York
$26K -$2.01K -9 -7%
PPWM
2004
PFG Private Wealth Management
Florida
$26K +$26.1K +117 New
BAM
2005
Baldrige Asset Management
Pennsylvania
$24K – – –
BCPWM
2006
Bradley & Co Private Wealth Management
Florida
$24K – – –
CFO
2007
CVA Family Office
Colorado
$23K -$123K -552 -80%
JMF
2008
Johnson Midwest Financial
Iowa
$22K – – –
JWBC
2009
John W. Brooker & Co
California
$22K – – –
EIP
2010
Ellis Investment Partners
Pennsylvania
$22K +$3.35K +15 +17%
PG
2011
Proffitt & Goodson
Tennessee
$21K – – –
PCA
2012
Providence Capital Advisors
North Carolina
$21K +$21.6K +97 New
HFM
2013
Harvest Fund Management
China
$20K -$33.2K -149 -61%
BIA
2014
Bell Investment Advisors
California
$18K +$18.5K +83 New
RWM
2015
Raffa Wealth Management
District of Columbia
$17.6K – – –
BMD
2016
Better Money Decisions
New Mexico
$16K +$9.81K +44 +147%
IFA
2017
Interactive Financial Advisors
Illinois
$16K +$16.7K +75 New
EI
2018
Ellevest Inc
New York
$15K -$2.68K -12 -15%
SAM
2019
Strategic Asset Management
Minnesota
$15K +$15.2K +68 New
GI
2020
GS Investments
Minnesota
$14K +$14.5K +65 New
EWA
2021
Evolution Wealth Advisors
Florida
$13K -$335K -1,500 -96%
LB
2022
Legacy Bridge
Iowa
$13K +$13.4K +60 New
M
2023
MOTCO
Texas
$12K -$202K -904 -94%
YAL
2024
Your Advocates Ltd
Texas
$12K – – –
BCM
2025
Blume Capital Management
California
$11K – – –
79 80
81
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