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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2001
Focused Wealth Management
New York
$91K -$29.3K -598 -25%
AS
2002
Altshuler Shaham
Israel
$91K +$41.3K +842 +89%
GWS
2003
Glassman Wealth Services
Virginia
$90K -$87.6K -1,787 -50%
PCM
2004
Princeton Capital Management
New Jersey
$89K – – –
CA
2005
Centerpoint Advisors
Massachusetts
$88K +$9.95K +203 +13%
TCM
2006
Tradewinds Capital Management
Washington
$87K – – –
AWMF
2007
Arbor Wealth Management (Florida)
Florida
$87K +$9.75K +199 +13%
EWM
2008
Executive Wealth Management
Michigan
$84K -$20.9K -427 -21%
CWA
2009
Clarus Wealth Advisors
Arizona
$84K +$294 +6 +0.4%
KIG
2010
Kessler Investment Group
Indiana
$83K +$3.97K +81 +5%
MA
2011
MCF Advisors
Kentucky
$82K -$3.68K -75 -4%
VCM
2012
Vigilant Capital Management
Maine
$81K +$784 +16 +1%
LFG
2013
Larson Financial Group
Missouri
$80K -$11.5K -235 -13%
FMP
2014
Financial Management Professionals
Texas
$80K +$18.8K +383 +32%
ST
2015
Sageworth Trust
Pennsylvania
$78K -$25.6K -523 -26%
GC
2016
Grace Capital
Massachusetts
$78K – – –
AIM
2017
Arcadia Investment Management
Michigan
$76K – – –
PWMG
2018
Prestige Wealth Management Group
New Jersey
$75K +$4.9K +100 +7%
AWM
2019
AllSquare Wealth Management
New York
$71K – – –
FEG
2020
Financial Enhancement Group
Indiana
$71K – – –
TF
2021
TimeScale Financial
Massachusetts
$71K +$68.1K +1,390 New
LF
2022
Lee Financial
Texas
$68K +$20.1K +410 +44%
CFD
2023
Creative Financial Designs
Indiana
$65K -$41.2K -841 -40%
KAS
2024
Kemnay Advisory Services
New York
$64K – – –
SIS
2025
Sound Income Strategies
Florida
$64K +$15.8K +322 +34%
79 80
81
82 83