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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
2001
Ironwood Financial
Arizona
$6K +$1.75K +24 +39%
MS
2002
Mizuho Securities
Japan
$6K +$5.97K +82 New
BBHC
2003
Brown Brothers Harriman & Co
New York
$5.95K -$90.1K -1,237 -2%
TAM
2004
Tucker Asset Management
Colorado
$5.19K – – –
LS
2005
Leelyn Smith
Illinois
$5K -$47.7K -655 -91%
CWAF
2006
Core Wealth Advisors (Florida)
Florida
$5K – – –
FPFS
2007
First Personal Financial Services
North Carolina
$5K – – –
SFO
2008
Standard Family Office
South Dakota
$5K – – –
AWC
2009
Abundance Wealth Counselors
Pennsylvania
$5K +$4.74K +65 New
AWM
2010
Activest Wealth Management
Florida
$5K +$4.95K +68 New
SCA
2011
Stuart Chaussee & Associates
California
$5K +$4.95K +68 New
LWA
2012
Lenox Wealth Advisors
New York
$4K -$10.6K -145 -72%
CWM
2013
Cedar Wealth Management
California
$4K – – –
OSNBOA
2014
Old Second National Bank of Aurora
Illinois
$4K – – –
WAS
2015
Winch Advisory Services
Wisconsin
$4K – – –
GG
2016
Gleason Group
Kentucky
$4K +$73 +1 +2%
BC
2017
Burleson & Co
California
$4K +$3.71K +51 New
FPW
2018
Flagship Private Wealth
Massachusetts
$3.4K – – –
FP
2019
Fiduciary Planning
Florida
$3K -$1.48M -20,270 -100%
CMBA
2020
C.M. Bidwell & Associates
Hawaii
$3K -$255K -3,495 -99%
PWA
2021
Phoenix Wealth Advisors
North Carolina
$3K – – –
DWP
2022
Destiny Wealth Partners
Florida
$3K +$2.62K +36 New
ARIS
2023
Advanced Research Investment Solutions
California
$2K – – –
HFS
2024
Horizon Financial Services
North Carolina
$2K – – –
JMF
2025
Johnson Midwest Financial
Iowa
$2K +$73 +1 +4%
79 80
81
82 83