We are live on ! Find out more
HD icon

Home Depot
HD

Name Holding Trade Value Shares
Change 		Change in
Stake
TIMH
2001
Tilt Investment Management Holdings
New York
$1.41M -$422K -1,364 -25%
AF
2002
Apexium Financial
Texas
$1.4M +$217K +700 +21%
CYG
2003
Clean Yield Group
Vermont
$1.4M -$45.2K -146 -3%
PFG
2004
Prosperity Financial Group
California
$1.4M -$33.4K -108 -3%
HAS
2005
HBW Advisory Services
California
$1.4M -$119K -384 -9%
OPA
2006
Old Port Advisors
Maine
$1.4M +$4.34K +14 +0.3%
TIM
2007
Tevis Investment Management
Texas
$1.4M -$5.88K -19 -0.5%
UAG
2008
United Advisor Group
Ohio
$1.4M +$1.25M +4,028 New
WDC
2009
Woodward Diversified Capital
California
$1.4M -$18.3K -59 -1%
FIM
2010
Freedom Investment Management
Connecticut
$1.39M +$47.7K +154 +4%
DG
2011
DMC Group
Alabama
$1.39M -$108K -348 -8%
PP
2012
Patron Partners
Texas
$1.39M +$5.26K +17 +0.4%
LWA
2013
Lantern Wealth Advisors
New York
$1.39M +$1.24M +4,012 New
SDAM
2014
Shulman DeMeo Asset Management
New York
$1.39M +$14.2K +46 +1%
HAC
2015
Harbor Advisory Corp
New Hampshire
$1.39M -$102K -330 -8%
CWM
2016
Chemistry Wealth Management
New York
$1.39M – – –
PWM
2017
Power Wealth Management
Georgia
$1.39M +$1.24M +4,000 New
AC
2018
Aristides Capital
Kentucky
$1.39M +$1.24M +4,000 New
CCWM
2019
Correct Capital Wealth Management
Missouri
$1.38M +$1.24M +3,993 New
WIM
2020
Waycross Investment Management
Washington
$1.38M -$90.7K -293 -7%
AA
2021
Addison Advisors
Vermont
$1.38M +$281K +906 +30%
AIS
2022
AM Investment Strategies
Tennessee
$1.38M -$412K -1,329 -25%
CWM
2023
Cahaba Wealth Management
Georgia
$1.38M -$6.19K -20 -0.5%
NFSG
2024
Newbridge Financial Services Group
Florida
$1.38M +$158K +509 +15%
CWM
2025
C2C Wealth Management
Arizona
$1.38M -$557K -1,798 -31%
79 80
81
82 83