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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2001
Principia Wealth Advisory
Texas
$2.27K +$2.55K +113 New
BCFD
2002
Boit C.F. David
$2.17K – – –
CAM
2003
Costello Asset Management
Pennsylvania
$2.02K – – –
IAG
2004
Innovative Advisory Group
Massachusetts
$2.02K +$2.28K +101 New
OA
2005
Operose Advisors
Wisconsin
$2K -$35.3K -1,565 -94%
CIAS
2006
CBIZ Investment Advisory Services
Ohio
$2K +$2.25K +100 New
SFCL
2007
Strengthening Families & Communities LLC
Massachusetts
$2K -$23.3K -1,033 -91%
OAJ
2008
Ogorek Anthony Joseph
New York
$2K +$2.03K +90 +180%
WWA
2009
Wingate Wealth Advisors
Massachusetts
$1.66K +$1.87K +83 New
WW
2010
Winnow Wealth
Texas
$1.66K +$1.87K +83 New
MAM
2011
Morse Asset Management
Connecticut
$1.59K -$338K -15,003 -99%
LOIP
2012
Live Oak Investment Partners
Texas
$1.54K – – –
MFT
2013
Moisand Fitzgerald Tamayo
Florida
$1.51K – – –
GLF
2014
Groupe la Francaise
France
$1.5K +$105K +4,676 New
NL
2015
NVWM LLC
Pennsylvania
$1.4K – – –
SWM
2016
Sanctuary Wealth Management
Idaho
$1.26K – – –
PWM
2017
Parkworth Wealth Management
California
$1.23K +$1.38K +61 New
JFG
2018
JDM Financial Group
Texas
$1.2K -$3.38K -150 -71%
LI
2019
Louisbourg Investments
New Brunswick, Canada
$1.2K -$338 -15 -20%
CWM
2020
Compass Wealth Management
Connecticut
$1.14K -$18.1K -805 -93%
HWP
2021
Highline Wealth Partners
California
$1.06K -$90 -4 -7%
IRAG
2022
Investment Research & Advisory Group
Georgia
$1K – – –
SGC
2023
Slocum, Gordon & Co
Rhode Island
$1K – – –
VWA
2024
Valued Wealth Advisors
Utah
$923 +$811 +36 +360%
PPC
2025
Park Place Capital
Alabama
$682 -$10.2K -454 -93%
79 80
81
82 83