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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2001
Lowe Wealth Advisors
Maryland
$23K +$164 +2 +0.7%
JGIA
2002
Jackson Grant Investment Advisers
Connecticut
$22K +$8.6K +105 +65%
VCM
2003
Versant Capital Management
Arizona
$21K -$13K -159 -38%
PCFFS
2004
Pacific Center for Financial Services
California
$21K – – –
HF
2005
Halpern Financial
Virginia
$19.1K – – –
BEI
2006
Benjamin Edwards Inc
Missouri
$19K +$17.6K +215 +1,194%
AAP
2007
Arax Advisory Partners
Colorado
$19K +$18.4K +225 New
EIP
2008
Ellis Investment Partners
Pennsylvania
$18K – – –
RWM
2009
Raffa Wealth Management
District of Columbia
$17.9K -$81.9K -1,000 -82%
RG
2010
Retirement Group
California
$17K – – –
TWP
2011
TFO Wealth Partners
Ohio
$17K +$16.4K +200 New
BFG
2012
Baron Financial Group
New Jersey
$15.8K +$164 +2 +1%
BA
2013
Bellwether Advisors
Nebraska
$15K – – –
CAM
2014
Close Asset Management
United Kingdom
$15K – – –
EWA
2015
Evolution Wealth Advisors
Florida
$15K – – –
HFA
2016
Hoover Financial Advisors
Pennsylvania
$14K – – –
NL
2017
NVWM LLC
Pennsylvania
$14K – – –
BMD
2018
Better Money Decisions
New Mexico
$14K +$82 +1 +0.6%
IWP
2019
IAG Wealth Partners
Wisconsin
$14K +$82 +1 +0.6%
FWM
2020
Filbrandt Wealth Management
Wisconsin
$13K – – –
MFT
2021
Moisand Fitzgerald Tamayo
Florida
$13K – – –
SC
2022
Steph & Co
Wisconsin
$13K – – –
CAL
2023
Capital Advisors Ltd
Ohio
$12K – – –
LWA
2024
Lenox Wealth Advisors
New York
$12K +$6.88K +84 +147%
EBSAM
2025
Eubel Brady & Suttman Asset Management
Ohio
$12K +$12.7K +155 New
79 80
81
82 83