We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2001
SFM LLC
New Hampshire
$590K +$40.1K +129 +6%
PP
2002
Patron Partners
Texas
$589K +$79.6K +256 +13%
PDL
2003
Portfolio Design Labs
California
$587K -$1.62M -5,200 -70%
CCA
2004
Coign Capital Advisors
Utah
$586K +$11.5K +37 +2%
WA
2005
WBH Advisory
Maryland
$586K -$622 -2 -0.1%
BFA
2006
Beacon Financial Advisory
Ohio
$585K +$25.2K +81 +4%
OAM
2007
Oxford Asset Management
United Kingdom
$584K +$677K +2,176 New
WBCM
2008
Wilson & Boucher Capital Management
California
$584K – – –
BCM
2009
Berbice Capital Management
New York
$582K -$3.11K -10 -0.5%
HCM
2010
Hengehold Capital Management
Ohio
$582K -$7.78K -25 -1%
HAM
2011
Harmony Asset Management
Arizona
$580K +$195K +628 +41%
SSA
2012
Sierra Summit Advisors
Nevada
$579K +$239K +768 +55%
BW
2013
BIP Wealth
Georgia
$577K -$143K -459 -18%
CA
2014
Carson Advisory
Georgia
$576K +$37.6K +121 +6%
DFG
2015
Demars Financial Group
Washington
$575K +$56.9K +183 +9%
PWS
2016
Peterson Wealth Services
Utah
$572K -$23K -74 -3%
RS
2017
R Squared
Hong Kong
$572K +$662K +2,130 New
GWM
2018
Gibbs Wealth Management
Georgia
$571K +$201K +645 +44%
AFPL
2019
Advus Financial Partners, LLC
Florida
$570K +$622 +2 +0.1%
SFG
2020
Synergy Financial Group
California
$570K +$17.7K +57 +3%
DFCM
2021
Dark Forest Capital Management
Puerto Rico
$569K +$659K +2,120 New
TA
2022
TFB Advisors
Kansas
$569K +$29.5K +95 +5%
HL
2023
HeadInvest LLC
Maine
$565K +$2.49K +8 +0.4%
EL
2024
EWA LLC
Pennsylvania
$565K +$33K +106 +5%
MUAMU
2025
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$564K -$1.4M -4,500 -68%
79 80
81
82 83