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Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
2001
Financial Enhancement Group
Indiana
$65K – – –
LWA
2002
Lenox Wealth Advisors
New York
$64K – – –
NSG
2003
Nalls Sherbakoff Group
Tennessee
$63K +$64.2K +1,341 New
VC
2004
Vestor Capital
Illinois
$61K -$696K -14,545 -92%
KAS
2005
Kemnay Advisory Services
New York
$59K – – –
FA
2006
Financial Advantage
Maryland
$59K +$59.8K +1,249 New
RFWA
2007
RPg Family Wealth Advisory
Massachusetts
$58.9K – – –
IP
2008
Intellectus Partners
California
$57K -$155K -3,236 -73%
AI
2009
ArchPoint Investors
Florida
$57K – – –
MS
2010
Mizuho Securities
Japan
$57K +$57.4K +1,200 New
PC
2011
Permit Capital
Pennsylvania
$56K – – –
CTB
2012
Country Trust Bank
Illinois
$56K +$54K +1,128 +2,507%
WCM
2013
WealthBridge Capital Management
Ohio
$56K +$57K +1,191 New
BC
2014
Barnett & Company
Tennessee
$54K -$33.4K -697 -38%
PFO
2015
Pathstone Family Office
New Jersey
$53K +$46.4K +969 +713%
AWMS
2016
Advocacy Wealth Management Services
Georgia
$50K – – –
PWM
2017
PRW Wealth Management
Massachusetts
$50K +$50.2K +1,049 New
CFN
2018
Cordasco Financial Network
Florida
$49K +$10.2K +214 +26%
LF
2019
Lee Financial
Texas
$48K – – –
CPA
2020
Cowen Prime Advisors
New York
$47K -$311K -6,500 -87%
AS
2021
Altshuler Shaham
Israel
$46K -$10.8K -226 -19%
FGC
2022
Financial Gravity Companies
Texas
$45K +$44.6K +932 New
MI
2023
Markston International
New York
$44K – – –
WAS
2024
Winch Advisory Services
Wisconsin
$43K +$718 +15 +2%
NL
2025
NVWM LLC
Pennsylvania
$41K -$1.29K -27 -3%
79 80
81
82 83