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Name Holding Trade Value Shares
Change 		Change in
Stake
NL
2001
NVWM LLC
Pennsylvania
$5.38K +$446 +5 +11%
DWM
2002
Darwin Wealth Management
Florida
$5.38K -$893 -10 -16%
KPP
2003
Kings Path Partners
Texas
$5.17K – – –
NFSG
2004
Newbridge Financial Services Group
Florida
$5.17K +$4.46K +50 New
RWS
2005
Retirement Wealth Solutions
Wisconsin
$4.66K +$1.96K +22 +96%
IW
2006
Imprint Wealth
South Carolina
$4.66K – – –
KCM
2007
Key Capital Management
Tennessee
$4.66K – – –
FA
2008
Fedenia Advisers
Wisconsin
$4.66K +$4.02K +45 New
UFPG
2009
United Financial Planning Group
New York
$4.45K – – –
SC
2010
Swan Capital
Florida
$4.34K -$38.9K -436 -91%
LAS
2011
Lloyd Advisory Services
Georgia
$4.14K +$3.57K +40 New
FC
2012
Fairscale Capital
New Hampshire
$4.04K – – –
WA
2013
WestEnd Advisors
North Carolina
$3.93K +$357 +4 +12%
DCM
2014
Davis Capital Management
Florida
$3.93K +$2.41K +27 +245%
SFS
2015
Sunrise Financial Services
Washington
$3.62K -$5.62K -63 -64%
TWM
2016
Tripletail Wealth Management
Florida
$3.56K – – –
MGI
2017
Miller Global Investments
Texas
$3.52K – – –
QWM
2018
Quaker Wealth Management
New Jersey
$3.31K +$536 +6 +23%
GWM
2019
Gilpin Wealth Management
Colorado
$3.21K – – –
PP
2020
PFS Partners
New Jersey
$3.21K – – –
GK
2021
Graney & King
New York
$3.12K – – –
PIS
2022
POM Investment Strategies
North Carolina
$3K -$6.16K -69 -70%
RS
2023
Rakuten Securities
Japan
$2.9K -$4.91K -55 -66%
PS
2024
PayPay Securities
Japan
$2.9K – – –
GPFA
2025
Game Plan Financial Advisors
Ohio
$2.59K +$2.23K +25 New
79 80
81
82 83