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Name Holding Trade Value Shares
Change 		Change in
Stake
SMFG
2001
Sumitomo Mitsui Financial Group
Japan
– -$38K -568 Closed
MF
2002
Manchester Financial
California
– -$33K -509 Closed
NEAM
2003
New England Asset Management
Connecticut
– -$32K -482 Closed
LGWM
2004
Litman Gregory Wealth Management
California
– -$30K -463 Closed
MLFP
2005
MPS Loria Financial Planners
Illinois
– -$27K -422 Closed
VC
2006
Veracity Capital
Georgia
– -$23K -359 Closed
APWM
2007
Atlas Private Wealth Management
New York
– -$22K -340 Closed
WCM
2008
Wealthcare Capital Management
Virginia
– -$20K -308 Closed
RF
2009
Robbins Farley
New Hampshire
– -$20K -299 Closed
SWP
2010
ShoreHaven Wealth Partners
New Jersey
– -$19K -293 Closed
GSAM
2011
Grant Street Asset Management
Pennsylvania
– -$16K -251 Closed
CAC
2012
Cowen and Company
New York
– -$15.6K -234 Closed
GGHC
2013
Gilder Gagnon Howe & Co
New York
– -$13K -201 Closed
LAIC
2014
Lederer & Associates Investment Counsel
California
– -$13.1K -201 Closed
BC
2015
Barnett & Company
Tennessee
– -$8K -120 Closed
FP
2016
Fiduciary Planning
Florida
– -$8K -120 Closed
TAM
2017
Troy Asset Management
United Kingdom
– -$7K -112 Closed
HI
2018
Human Investing
Oregon
– -$7K -104 Closed
AS
2019
Altshuler Shaham
Israel
– -$6K -97 Closed
DWP
2020
Destiny Wealth Partners
Florida
– -$2K -38 Closed
RCA
2021
Ranch Capital Advisors
Florida
– -$2K -36 Closed
DWMG
2022
DB Wealth Management Group
California
– -$2K -25 Closed
FFW
2023
Fusion Family Wealth
New York
– -$1K -5 Closed
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