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Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
2001
Lloyd Advisory Services
Georgia
$3.92K -$7.98K -23 -68%
KFG
2002
Kingdom Financial Group
Arizona
$3.92K – – –
RCM
2003
Raleigh Capital Management
North Carolina
$3.92K +$3.82K +11 New
PF
2004
PlanVest Financial
Maryland
$3.74K +$3.47K +10 New
NFSG
2005
Newbridge Financial Services Group
Florida
$3.56K -$235K -676 -99%
JSAM
2006
J. Safra Asset Management
New York
$3.56K -$208K -600 -98%
AA
2007
Addison Advisors
Vermont
$3.56K – – –
AP
2008
Atwood & Palmer
Missouri
$3.56K – – –
MWM
2009
Mosley Wealth Management
California
$3.54K +$5.21K +15 New
SRCM
2010
Signature Resources Capital Management
California
$3.21K – – –
SFG
2011
Strive Financial Group
Indiana
$3K – – –
LWMI
2012
Legacy Wealth Management (Idaho)
Idaho
$2.85K – – –
TFM
2013
TFC Financial Management
Massachusetts
$2.85K – – –
HIA
2014
HFM Investment Advisors
New Jersey
$2.85K -$5.55K -16 -67%
PWA
2015
Portus Wealth Advisors
North Carolina
$2.85K +$2.78K +8 New
TM
2016
Torren Management
California
$2.57K -$98.9K -285 -98%
DF
2017
Dunhill Financial
United Kingdom
$2.52K – – –
TBFA
2018
Three Bearings Fiduciary Advisors
New Hampshire
$2.5K – – –
NL
2019
NVWM LLC
Pennsylvania
$2.15K – – –
CJ
2020
Caitlin John
Michigan
$1.81K – – –
IWM
2021
IMG Wealth Management
Florida
$1.78K -$2.43K -7 -58%
IAAG
2022
Innovative Asset Advisors Group
Connecticut
$1.78K +$1.74K +5 New
ANBT
2023
American National Bank & Trust
Texas
$1.78K -$20.5K -59 -92%
PS
2024
PayPay Securities
Japan
$1.52K -$1.04K -3 -43%
APW
2025
Aventura Private Wealth
Florida
$1.43K – – –
79 80
81
82 83