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Name Holding Trade Value Shares
Change
Change in
Stake
MF
2001
Manchester Financial
California
-$33K -509 Closed
NEAM
2002
New England Asset Management
Connecticut
-$32K -482 Closed
LGWM
2003
Litman Gregory Wealth Management
California
-$30K -463 Closed
MLFP
2004
MPS Loria Financial Planners
Illinois
-$27K -422 Closed
VC
2005
Veracity Capital
Georgia
-$23K -359 Closed
APWM
2006
Atlas Private Wealth Management
New York
-$22K -340 Closed
WCM
2007
Wealthcare Capital Management
Virginia
-$20K -308 Closed
RF
2008
Robbins Farley
New Hampshire
-$20K -299 Closed
SWP
2009
ShoreHaven Wealth Partners
New Jersey
-$19K -293 Closed
GSAM
2010
Grant Street Asset Management
Pennsylvania
-$16K -251 Closed
CAC
2011
Cowen and Company
New York
-$15.6K -234 Closed
GGHC
2012
Gilder Gagnon Howe & Co
New York
-$13K -201 Closed
LAIC
2013
Lederer & Associates Investment Counsel
California
-$13.1K -201 Closed
BC
2014
Barnett & Company
Tennessee
-$8K -120 Closed
FP
2015
Fiduciary Planning
Florida
-$8K -120 Closed
TAM
2016
Troy Asset Management
United Kingdom
-$7K -112 Closed
HI
2017
Human Investing
Oregon
-$7K -104 Closed
AS
2018
Altshuler Shaham
Israel
-$6K -97 Closed
DWP
2019
Destiny Wealth Partners
Florida
-$2K -38 Closed
RCA
2020
Ranch Capital Advisors
Florida
-$2K -36 Closed
DWMG
2021
DB Wealth Management Group
California
-$2K -25 Closed
FFW
2022
Fusion Family Wealth
New York
-$1K -5 Closed