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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2001
Ballast Advisors
Minnesota
$5.34K +$5.21K +15 New
SPF
2002
South Plains Financial
Texas
$5.34K – – –
CFG
2003
Clayton Financial Group
Missouri
$4.99K – – –
VWM
2004
Vermillion Wealth Management
Minnesota
$4.99K +$4.86K +14 New
FF
2005
Friedenthal Financial
New Jersey
$4.28K – – –
DSC
2006
Duncker Streett & Co
Missouri
$4.27K -$4.51K -13 -52%
CWA
2007
Carolina Wealth Advisors
South Carolina
$4.27K +$4.17K +12 New
LAS
2008
Lloyd Advisory Services
Georgia
$3.92K -$7.98K -23 -68%
KFG
2009
Kingdom Financial Group
Arizona
$3.92K – – –
RCM
2010
Raleigh Capital Management
North Carolina
$3.92K +$3.82K +11 New
PF
2011
PlanVest Financial
Maryland
$3.74K +$3.47K +10 New
NFSG
2012
Newbridge Financial Services Group
Florida
$3.56K -$235K -676 -99%
JSAM
2013
J. Safra Asset Management
New York
$3.56K -$208K -600 -98%
AA
2014
Addison Advisors
Vermont
$3.56K – – –
AP
2015
Atwood & Palmer
Missouri
$3.56K – – –
MWM
2016
Mosley Wealth Management
California
$3.54K +$5.21K +15 New
SRCM
2017
Signature Resources Capital Management
California
$3.21K – – –
SFG
2018
Strive Financial Group
Indiana
$3K – – –
LWMI
2019
Legacy Wealth Management (Idaho)
Idaho
$2.85K – – –
TFM
2020
TFC Financial Management
Massachusetts
$2.85K – – –
HIA
2021
HFM Investment Advisors
New Jersey
$2.85K -$5.55K -16 -67%
PWA
2022
Portus Wealth Advisors
North Carolina
$2.85K +$2.78K +8 New
TM
2023
Torren Management
California
$2.57K -$98.9K -285 -98%
DF
2024
Dunhill Financial
United Kingdom
$2.52K – – –
TBFA
2025
Three Bearings Fiduciary Advisors
New Hampshire
$2.5K – – –
79 80
81
82 83