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Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
2001
Dividend Assets Capital
South Carolina
$30K – – –
CCA
2002
Column Capital Advisors
Indiana
$29K – – –
ED
2003
Exane Derivatives
France
$28.1K – – –
CFO
2004
CVA Family Office
Colorado
$27K -$118K -1,410 -76%
APWA
2005
Atlas Private Wealth Advisors
New Jersey
$27K – – –
KFS
2006
Kelly Financial Services
Massachusetts
$26.3K – – –
RA
2007
Resolute Advisors
California
$26K – – –
BIA
2008
Bell Investment Advisors
California
$26K +$25.9K +309 New
HIIFS
2009
Harel Insurance Investments & Financial Services
Israel
$25K -$815K -9,726 -97%
LWA
2010
Lowe Wealth Advisors
Maryland
$24K +$84 +1 +0.4%
JGIA
2011
Jackson Grant Investment Advisers
Connecticut
$23K +$84 +1 +0.4%
EIP
2012
Ellis Investment Partners
Pennsylvania
$23K +$4.27K +51 +23%
PCFFS
2013
Pacific Center for Financial Services
California
$21K – – –
SSC
2014
Syverson Strege & Co
Iowa
$21K +$20.4K +243 New
VCM
2015
Versant Capital Management
Arizona
$20K -$2.01K -24 -9%
HF
2016
Halpern Financial
Virginia
$19.4K – – –
RWM
2017
Raffa Wealth Management
District of Columbia
$18.2K – – –
RG
2018
Retirement Group
California
$18K – – –
BFG
2019
Baron Financial Group
New Jersey
$16.2K +$84 +1 +0.5%
EWA
2020
Evolution Wealth Advisors
Florida
$16K – – –
CAM
2021
Close Asset Management
United Kingdom
$15K – – –
FWM
2022
Filbrandt Wealth Management
Wisconsin
$15K +$1.76K +21 +14%
MWC
2023
MBM Wealth Consultants
Missouri
$14K -$9.3K -111 -41%
BMD
2024
Better Money Decisions
New Mexico
$14K +$84 +1 +0.6%
IWP
2025
IAG Wealth Partners
Wisconsin
$14K +$168 +2 +1%
79 80
81
82 83