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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
2001
Cypress Point Wealth Management
Texas
$6K -$10.9K -150 -64%
FBT
2002
First Bank & Trust
South Dakota
$6K -$3.93K -54 -41%
IPW
2003
IronBridge Private Wealth
Texas
$6K +$73 +1 +1%
IF
2004
Ironwood Financial
Arizona
$6K +$1.75K +24 +39%
MS
2005
Mizuho Securities
Japan
$6K +$5.97K +82 New
TAM
2006
Tucker Asset Management
Colorado
$5.19K – – –
LS
2007
Leelyn Smith
Illinois
$5K -$47.7K -655 -91%
CWAF
2008
Core Wealth Advisors (Florida)
Florida
$5K – – –
FPFS
2009
First Personal Financial Services
North Carolina
$5K – – –
SFO
2010
Standard Family Office
South Dakota
$5K – – –
AWC
2011
Abundance Wealth Counselors
Pennsylvania
$5K +$4.74K +65 New
AWM
2012
Activest Wealth Management
Florida
$5K +$4.95K +68 New
SCA
2013
Stuart Chaussee & Associates
California
$5K +$4.95K +68 New
LWA
2014
Lenox Wealth Advisors
New York
$4K -$10.6K -145 -72%
CWM
2015
Cedar Wealth Management
California
$4K – – –
OSNBOA
2016
Old Second National Bank of Aurora
Illinois
$4K – – –
WAS
2017
Winch Advisory Services
Wisconsin
$4K – – –
GG
2018
Gleason Group
Kentucky
$4K +$73 +1 +2%
BC
2019
Burleson & Co
California
$4K +$3.71K +51 New
FPW
2020
Flagship Private Wealth
Massachusetts
$3.4K – – –
FP
2021
Fiduciary Planning
Florida
$3K -$1.48M -20,270 -100%
CMBA
2022
C.M. Bidwell & Associates
Hawaii
$3K -$255K -3,495 -99%
PWA
2023
Phoenix Wealth Advisors
North Carolina
$3K – – –
DWP
2024
Destiny Wealth Partners
Florida
$3K +$2.62K +36 New
ARIS
2025
Advanced Research Investment Solutions
California
$2K – – –
79 80
81
82 83