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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
AllSquare Wealth Management
New York
$18K -$12.3K -88 -42%
DWA
2002
Dougherty Wealth Advisers
Minnesota
$18K – – –
ST
2003
Sageworth Trust
Pennsylvania
$18K – – –
ICM
2004
Islay Capital Management
Texas
$18K +$16.8K +120 New
RFWA
2005
RPg Family Wealth Advisory
Massachusetts
$16.4K – – –
BAM
2006
Bellevue Asset Management
Washington
$16K +$15.5K +111 New
EIP
2007
Ellis Investment Partners
Pennsylvania
$15K – – –
ME
2008
McIlrath & Eck
Washington
$15K – – –
DCM
2009
Dupont Capital Management
Delaware
$14K -$2.17M -15,511 -99%
AA
2010
AlphaMark Advisors
Kentucky
$14K – – –
RAM
2011
Riggs Asset Management
Pennsylvania
$14K – – –
EAM
2012
Eukles Asset Management
Ohio
$14K +$140 +1 +1%
JSC
2013
Jackson Square Capital
California
$14K +$13.4K +96 New
SFPG
2014
Stonebridge Financial Planning Group
Florida
$13K +$11.9K +85 New
SIS
2015
Sound Income Strategies
Florida
$12K – – –
AIS
2016
Accurate Investment Solutions
Pennsylvania
$12K +$10.5K +75 +1,500%
DI
2017
Disciplined Investments
Oklahoma
$12K +$11.2K +80 New
LGWM
2018
Litman Gregory Wealth Management
California
$11K +$10.4K +74 New
MWA
2019
Moser Wealth Advisors
Washington
$11K +$10.4K +74 New
GFPC
2020
Global Financial Private Client
Florida
$10.9K +$10.4K +74 New
SCA
2021
Stuart Chaussee & Associates
California
$10K -$37.7K -269 -80%
SFG
2022
Sowa Financial Group
Rhode Island
$10K +$9.52K +68 New
SL
2023
Savior LLC
Massachusetts
$10K +$9.94K +71 New
IF
2024
Ironwood Financial
Arizona
$9K – – –
RCA
2025
Ranch Capital Advisors
Florida
$9K +$8.26K +59 New
79 80
81
82 83