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Name Holding Trade Value Shares
Change
Change in
Stake
AI
2001
ArchPoint Investors
Florida
$57K
HGWM
2002
Harvest Group Wealth Management
Massachusetts
$56K +$56K +1,198 New
FMP
2003
Financial Management Professionals
Texas
$55K -$20.1K -429 -27%
PC
2004
Permit Capital
Pennsylvania
$55K
SCM
2005
Shelton Capital Management
Colorado
$54.5K -$2.62M -56,105 -96%
BC
2006
Barnett & Company
Tennessee
$54K
KFS
2007
Kelly Financial Services
Massachusetts
$51.5K +$51.4K +1,100 New
FA
2008
Financial Advantage
Maryland
$50K -$7.9K -169 -14%
LPWM
2009
Lake Point Wealth Management
Texas
$49K -$652K -13,936 -94%
MI
2010
Markston International
New York
$49K +$5.61K +120 +13%
PWM
2011
PRW Wealth Management
Massachusetts
$48K -$608 -13 -1%
CFN
2012
Cordasco Financial Network
Florida
$48K
RCG
2013
Ruggie Capital Group
Florida
$47K -$97K -2,073 -67%
CPA
2014
Cowen Prime Advisors
New York
$47K
AS
2015
Altshuler Shaham
Israel
$45K -$702 -15 -2%
WAS
2016
Winch Advisory Services
Wisconsin
$45K +$2.99K +64 +7%
SIS
2017
Sound Income Strategies
Florida
$44K -$35.3K -755 -45%
LF
2018
Lee Financial
Texas
$44K -$3.56K -76 -8%
AA
2019
AlphaMark Advisors
Kentucky
$41K
NL
2020
NVWM LLC
Pennsylvania
$41K
SL
2021
Salomon & Ludwin
Virginia
$41K +$3.98K +85 +11%
PCA
2022
Providence Capital Advisors
North Carolina
$39K +$1.03K +22 +3%
KC
2023
Knuff & Co
California
$37K
SIA
2024
SeaBridge Investment Advisors
New Jersey
$37K
SHJ
2025
Sharkey, Howes & Javer
Colorado
$37K