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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2001
BSW Wealth Partners
Colorado
$1.41M +$25.1K +81 +2%
TIMH
2002
Tilt Investment Management Holdings
New York
$1.41M -$422K -1,364 -25%
AF
2003
Apexium Financial
Texas
$1.4M +$217K +700 +21%
CYG
2004
Clean Yield Group
Vermont
$1.4M -$45.2K -146 -3%
PFG
2005
Prosperity Financial Group
California
$1.4M -$33.4K -108 -3%
HAS
2006
HBW Advisory Services
California
$1.4M -$119K -384 -9%
OPA
2007
Old Port Advisors
Maine
$1.4M +$4.34K +14 +0.3%
TIM
2008
Tevis Investment Management
Texas
$1.4M -$5.88K -19 -0.5%
UAG
2009
United Advisor Group
Ohio
$1.4M +$1.25M +4,028 New
WDC
2010
Woodward Diversified Capital
California
$1.4M -$18.3K -59 -1%
FIM
2011
Freedom Investment Management
Connecticut
$1.39M +$47.7K +154 +4%
DG
2012
DMC Group
Alabama
$1.39M -$108K -348 -8%
PP
2013
Patron Partners
Texas
$1.39M +$5.26K +17 +0.4%
LWA
2014
Lantern Wealth Advisors
New York
$1.39M +$1.24M +4,012 New
SDAM
2015
Shulman DeMeo Asset Management
New York
$1.39M +$14.2K +46 +1%
HAC
2016
Harbor Advisory Corp
New Hampshire
$1.39M -$102K -330 -8%
CWM
2017
Chemistry Wealth Management
New York
$1.39M – – –
PWM
2018
Power Wealth Management
Georgia
$1.39M +$1.24M +4,000 New
AC
2019
Aristides Capital
Kentucky
$1.39M +$1.24M +4,000 New
CCWM
2020
Correct Capital Wealth Management
Missouri
$1.38M +$1.24M +3,993 New
WIM
2021
Waycross Investment Management
Washington
$1.38M -$90.7K -293 -7%
AA
2022
Addison Advisors
Vermont
$1.38M +$281K +906 +30%
AIS
2023
AM Investment Strategies
Tennessee
$1.38M -$412K -1,329 -25%
CWM
2024
Cahaba Wealth Management
Georgia
$1.38M -$6.19K -20 -0.5%
NFSG
2025
Newbridge Financial Services Group
Florida
$1.38M +$158K +509 +15%
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