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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2001
Vigilant Capital Management
Maine
$85K -$69.5K -654 -44%
HFM
2002
Harvest Fund Management
China
$85K – – –
AAP
2003
Arax Advisory Partners
Colorado
$85K +$63K +593 +226%
RWG
2004
Regal Wealth Group
California
$83K +$531 +5 +0.6%
RWM
2005
Raffa Wealth Management
District of Columbia
$82.2K +$13.2K +124 +18%
1IA
2006
1834 Investment Advisors
Wisconsin
$80K – – –
CWM
2007
Catamount Wealth Management
Connecticut
$77K – – –
DSN
2008
D. Scott Neal
Kentucky
$76K +$106 +1 +0.1%
LWM
2009
Lenox Wealth Management
Ohio
$75K +$4.78K +45 +6%
BC
2010
Barnett & Company
Tennessee
$68K +$4.04K +38 +6%
SIS
2011
Sound Income Strategies
Florida
$66K +$21.6K +203 +45%
RAM
2012
Riggs Asset Management
Pennsylvania
$64K -$9.35K -88 -12%
SHJ
2013
Sharkey, Howes & Javer
Colorado
$64K – – –
GSC
2014
G&S Capital
Colorado
$63K – – –
CFA
2015
Camarda Financial Advisors
Florida
$62K +$22.8K +215 +53%
EMG
2016
ETF Managers Group
New Jersey
$61K +$8.08K +76 +14%
RFWA
2017
RPg Family Wealth Advisory
Massachusetts
$59.8K +$21.8K +205 +53%
CA
2018
Centerpoint Advisors
Massachusetts
$59K +$61K +574 +6,378%
TCCM
2019
Timber Creek Capital Management
Massachusetts
$56K – – –
LYV
2020
Live Your Vision
Pennsylvania
$55K – – –
TC
2021
Trust Company
Kansas
$54K -$7.12K -67 -11%
CWM
2022
Cranbrook Wealth Management
Michigan
$54K – – –
DRS
2023
Deane Retirement Strategies
Louisiana
$54K – – –
JAM
2024
Jolley Asset Management
North Carolina
$52K – – –
NC
2025
NewSquare Capital
Pennsylvania
$52K – – –
79 80
81
82 83