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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2001
Bogart Wealth LLC
Virginia
$123K +$4.84K +47 +4%
SFPIA
2002
Stevens First Principles Investment Advisors
California
$122K – – –
FRA
2003
Front Row Advisors
California
$122K +$117K +1,138 New
VCM
2004
Versant Capital Management
Arizona
$121K -$10.3K -100 -8%
FA
2005
Fortis Advisors
Pennsylvania
$121K +$13.4K +130 +13%
MCM
2006
McKinley Capital Management
Alaska
$119K -$79.3K -770 -41%
AIP
2007
Almanack Investment Partners
Pennsylvania
$118K +$112K +1,084 New
IWP
2008
Icon Wealth Partners
Texas
$116K +$111K +1,082 New
CFG
2009
CKW Financial Group
Hawaii
$114K – – –
BI
2010
Bramshill Investments
Florida
$112K -$903K -8,770 -89%
SCA
2011
Stuart Chaussee & Associates
California
$108K -$12.9K -125 -11%
AC
2012
Avestar Capital
New York
$108K +$124K +1,201 New
AA
2013
AlphaMark Advisors
Kentucky
$102K -$10.3K -100 -10%
AJ
2014
Ashburton (Jersey)
Jersey
$101K – – –
LF
2015
Lee Financial
Texas
$97K +$25.7K +249 +38%
GWA
2016
Guidant Wealth Advisors
Illinois
$94K – – –
HFM
2017
Harvest Fund Management
China
$91K +$87.4K +848 New
RWG
2018
Regal Wealth Group
California
$88K +$1.75K +17 +2%
DPA
2019
Delphi Private Advisors
California
$88K +$84.3K +818 New
VCM
2020
Virtue Capital Management
Tennessee
$86K +$82.2K +798 New
1IA
2021
1834 Investment Advisors
Wisconsin
$86K +$82.4K +800 New
CWM
2022
Catamount Wealth Management
Connecticut
$82K – – –
DSN
2023
D. Scott Neal
Kentucky
$82K – – –
RAM
2024
Riggs Asset Management
Pennsylvania
$78K – – –
LWM
2025
Lenox Wealth Management
Ohio
$76K -$9.79K -95 -12%
79 80
81
82 83