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Name Holding Trade Value Shares
Change 		Change in
Stake
APC
2001
Aspire Private Capital
North Carolina
$27K -$27.9K -125 -50%
ETC
2002
Exchange Traded Concepts
Oklahoma
$27K -$2.23K -10 -7%
ACA
2003
Atlas Capital Advisors
Wyoming
$26.4K – – –
LWA
2004
Lenox Wealth Advisors
New York
$26K -$2.01K -9 -7%
PPWM
2005
PFG Private Wealth Management
Florida
$26K +$26.1K +117 New
BAM
2006
Baldrige Asset Management
Pennsylvania
$24K – – –
BCPWM
2007
Bradley & Co Private Wealth Management
Florida
$24K – – –
CFO
2008
CVA Family Office
Colorado
$23K -$123K -552 -80%
JMF
2009
Johnson Midwest Financial
Iowa
$22K – – –
JWBC
2010
John W. Brooker & Co
California
$22K – – –
EIP
2011
Ellis Investment Partners
Pennsylvania
$22K +$3.35K +15 +17%
PG
2012
Proffitt & Goodson
Tennessee
$21K – – –
PCA
2013
Providence Capital Advisors
North Carolina
$21K +$21.6K +97 New
HFM
2014
Harvest Fund Management
China
$20K -$33.2K -149 -61%
BIA
2015
Bell Investment Advisors
California
$18K +$18.5K +83 New
RWM
2016
Raffa Wealth Management
District of Columbia
$17.6K – – –
BMD
2017
Better Money Decisions
New Mexico
$16K +$9.81K +44 +147%
IFA
2018
Interactive Financial Advisors
Illinois
$16K +$16.7K +75 New
EI
2019
Ellevest Inc
New York
$15K -$2.68K -12 -15%
SAM
2020
Strategic Asset Management
Minnesota
$15K +$15.2K +68 New
GI
2021
GS Investments
Minnesota
$14K +$14.5K +65 New
EWA
2022
Evolution Wealth Advisors
Florida
$13K -$335K -1,500 -96%
LB
2023
Legacy Bridge
Iowa
$13K +$13.4K +60 New
M
2024
MOTCO
Texas
$12K -$202K -904 -94%
YAL
2025
Your Advocates Ltd
Texas
$12K – – –
79 80
81
82 83