We are live on ! Find out more
BA icon

Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Cranbrook Wealth Management
Michigan
$49.9K – – –
FLP
2002
Financial Life Planners
Arizona
$49K +$43.5K +277 New
BTC
2003
Bank & Trust Company
Illinois
$48.7K – – –
MFT
2004
Moisand Fitzgerald Tamayo
Florida
$48K -$3.14K -20 -7%
BFS
2005
Burkett Financial Services
South Carolina
$47.9K – – –
SCA
2006
Stuart Chaussee & Associates
California
$47.6K – – –
AWM
2007
Accredited Wealth Management
Kentucky
$47.3K +$41.9K +267 New
HWA
2008
HHM Wealth Advisors
Tennessee
$46.4K -$112K -714 -73%
HIW
2009
Holos Integrated Wealth
Pennsylvania
$46K +$40.8K +260 New
C
2010
Covestor
United Kingdom
$46K +$2.51K +16 +7%
AWM
2011
Activest Wealth Management
Florida
$44.6K +$471 +3 +1%
CFG
2012
CKW Financial Group
Hawaii
$44K – – –
BT
2013
Banque Transatlantique
France
$43.9K +$39.2K +250 New
EWP
2014
Elevation Wealth Partners
California
$43K – – –
GC
2015
Gould Capital
Washington
$43K -$15.7K -100 -29%
AP
2016
Aspect Partners
Virginia
$42.9K +$5.02K +32 +15%
RDIA
2017
RE Dickinson Investment Advisors
Iowa
$42.7K +$15.7K +100 +71%
DWM
2018
Darwin Wealth Management
Florida
$41.3K -$52.6K -335 -59%
CT
2019
Coastline Trust
Rhode Island
$41.2K -$28.6K -182 -44%
EBA
2020
Eagle Bay Advisors
New York
$41K -$17.1K -109 -32%
CH
2021
Canton Hathaway
Rhode Island
$41K – – –
RF
2022
Robinswood Financial
Washington
$39.9K +$15.7K +100 +80%
RMP
2023
Richards, Merrill & Peterson
Washington
$39.8K +$35.3K +225 New
EWM
2024
Evermay Wealth Management
Virginia
$39.5K -$26.4K -168 -43%
CCMW
2025
Cypress Capital Management (Wyoming)
Wyoming
$39.5K -$62.8K -400 -64%
79 80
81
82 83