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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
2001
Kelleher Financial Advisors
New York
$146K -$2.83K -6 -2%
PWAM
2002
Private Wealth Asset Management
Iowa
$144K -$1.42K -3 -1%
PAM
2003
Paradigm Asset Management
New York
$143K
KSB
2004
Kennebec Savings Bank
Maine
$141K
FFO
2005
Fortitude Family Office
Arizona
$139K +$29.7K +63 +29%
WA
2006
Whipplewood Advisors
Colorado
$139K +$132K +279 +13,950%
AIM
2007
Axiom Investment Management
New York
$138K +$132K +279 New
BTD
2008
BankPlus Trust Department
Mississippi
$138K
BHWM
2009
Bay Harbor Wealth Management
Maryland
$138K +$1.89K +4 +1%
CFD
2010
Creative Financial Designs
Indiana
$136K -$6.13K -13 -5%
CAM
2011
Chesapeake Asset Management
New York
$132K +$4.25K +9 +4%
GA
2012
GoalVest Advisory
New York
$130K
SAM
2013
S.A. Mason
Michigan
$129K
C
2014
Covestor
United Kingdom
$126K +$44.4K +94 +59%
PWA
2015
Physician Wealth Advisors
Utah
$124K +$57.1K +121 +94%
ITIM
2016
Indiana Trust & Investment Management
Indiana
$124K -$7.08K -15 -6%
CAL
2017
Capital Analysts LLC
Pennsylvania
$119K +$5.19K +11 +5%
NRG
2018
Nemes Rush Group
Michigan
$116K +$84.5K +179 +325%
VNA
2019
Valley National Advisers
Pennsylvania
$116K +$28.8K +61 +35%
1NWS
2020
1 North Wealth Services
Maryland
$116K
TLA
2021
Tanglewood Legacy Advisors
Texas
$114K
AA
2022
Addison Advisors
Vermont
$114K +$2.36K +5 +2%
RF
2023
Roxbury Financial
New Jersey
$113K +$472 +1 +0.4%
PUI
2024
Purpose Unlimited Inc
$112K +$1.89K +4 +2%
FP
2025
Financial Perspectives
Minnesota
$112K