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Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
2001
Atlas Private Wealth Advisors
New Jersey
$27K – – –
KFS
2002
Kelly Financial Services
Massachusetts
$26.3K -$2.14M -25,556 -99%
RA
2003
Resolute Advisors
California
$26K – – –
BIA
2004
Bell Investment Advisors
California
$26K +$25.9K +309 New
HIIFS
2005
Harel Insurance Investments & Financial Services
Israel
$25K -$815K -9,726 -97%
LWA
2006
Lowe Wealth Advisors
Maryland
$24K +$84 +1 +0.4%
JGIA
2007
Jackson Grant Investment Advisers
Connecticut
$23K +$84 +1 +0.4%
EIP
2008
Ellis Investment Partners
Pennsylvania
$23K +$4.27K +51 +23%
PCFFS
2009
Pacific Center for Financial Services
California
$21K – – –
SSC
2010
Syverson Strege & Co
Iowa
$21K +$20.4K +243 New
VCM
2011
Versant Capital Management
Arizona
$20K -$2.01K -24 -9%
HF
2012
Halpern Financial
Virginia
$19.4K – – –
RWM
2013
Raffa Wealth Management
District of Columbia
$18.2K – – –
RG
2014
Retirement Group
California
$18K – – –
BFG
2015
Baron Financial Group
New Jersey
$16.2K +$84 +1 +0.5%
EWA
2016
Evolution Wealth Advisors
Florida
$16K – – –
CAM
2017
Close Asset Management
United Kingdom
$15K – – –
FWM
2018
Filbrandt Wealth Management
Wisconsin
$15K +$1.76K +21 +14%
MWC
2019
MBM Wealth Consultants
Missouri
$14K -$9.3K -111 -41%
BMD
2020
Better Money Decisions
New Mexico
$14K +$84 +1 +0.6%
IWP
2021
IAG Wealth Partners
Wisconsin
$14K +$168 +2 +1%
MFT
2022
Moisand Fitzgerald Tamayo
Florida
$13K – – –
SC
2023
Steph & Co
Wisconsin
$13K – – –
BAM
2024
Barrett Asset Management
New York
$13K +$12.5K +149 New
CAL
2025
Capital Advisors Ltd
Ohio
$12K – – –
79 80
81
82 83