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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2001
Financial Management Professionals
Texas
$80K +$18.8K +383 +32%
ST
2002
Sageworth Trust
Pennsylvania
$78K -$25.6K -523 -26%
GC
2003
Grace Capital
Massachusetts
$78K – – –
AIM
2004
Arcadia Investment Management
Michigan
$76K – – –
PWMG
2005
Prestige Wealth Management Group
New Jersey
$75K +$4.9K +100 +7%
AWM
2006
AllSquare Wealth Management
New York
$71K – – –
FEG
2007
Financial Enhancement Group
Indiana
$71K – – –
TF
2008
TimeScale Financial
Massachusetts
$71K +$68.1K +1,390 New
LF
2009
Lee Financial
Texas
$68K +$20.1K +410 +44%
CFD
2010
Creative Financial Designs
Indiana
$65K -$41.2K -841 -40%
KAS
2011
Kemnay Advisory Services
New York
$64K – – –
SIS
2012
Sound Income Strategies
Florida
$64K +$15.8K +322 +34%
CAL
2013
Capital Advisors Ltd
Ohio
$63K +$40.6K +828 +202%
AI
2014
ArchPoint Investors
Florida
$62K – – –
HGWM
2015
Harvest Group Wealth Management
Massachusetts
$61K +$49 +1 +0.1%
VC
2016
Vestor Capital
Illinois
$60K -$29.9K -610 -34%
PC
2017
Permit Capital
Pennsylvania
$60K – – –
MI
2018
Markston International
New York
$59K +$5.34K +109 +10%
BC
2019
Barnett & Company
Tennessee
$58K – – –
KFS
2020
Kelly Financial Services
Massachusetts
$56.2K +$196 +4 +0.4%
CTB
2021
Country Trust Bank
Illinois
$55K +$51.2K +1,044 +2,320%
FA
2022
Financial Advantage
Maryland
$54K – – –
WAS
2023
Winch Advisory Services
Wisconsin
$53K +$3.19K +65 +7%
BL
2024
Balentine LLC
Georgia
$53K +$25.1K +512 +96%
IWA
2025
IBEX Wealth Advisors
New Jersey
$53K +$51.6K +1,052 New
79 80
81
82 83