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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
2001
Eukles Asset Management
Ohio
$18K +$2.69K +20 +18%
HF
2002
Halpern Financial
Virginia
$17.8K – – –
AW
2003
Avion Wealth
Texas
$17K -$16K -119 -48%
AFIA
2004
America First Investment Advisors
Nebraska
$17K – – –
ME
2005
McIlrath & Eck
Washington
$17K – – –
NCM
2006
New Capital Management
Texas
$17K – – –
WIM
2007
Westside Investment Management
California
$16K – – –
AWM
2008
AllSquare Wealth Management
New York
$16K – – –
LB
2009
Legacy Bridge
Iowa
$16K – – –
APWA
2010
Atlas Private Wealth Advisors
New Jersey
$13K -$32.1K -239 -71%
EIP
2011
Ellis Investment Partners
Pennsylvania
$13K – – –
KC
2012
Knuff & Co
California
$13K – – –
RFWA
2013
RPg Family Wealth Advisory
Massachusetts
$12K -$2.83K -21 -19%
IAS
2014
IMA Advisory Services
Colorado
$12K – – –
IF
2015
Ironwood Financial
Arizona
$12K – – –
DI
2016
Disciplined Investments
Oklahoma
$11K -$1.21K -9 -10%
CFN
2017
Cordasco Financial Network
Florida
$10K -$113K -837 -92%
GFPC
2018
Global Financial Private Client
Florida
$9.85K -$10.5K -78 -51%
PW
2019
Price Wealth
Texas
$9K +$4.17K +31 +82%
HCP
2020
Hexagon Capital Partners
Arkansas
$9K +$9.15K +68 New
RIA
2021
RPG Investment Advisory
California
$8K – – –
CQS
2022
Credential Qtrade Securities
$7.53K -$1.34K -10 -15%
RWG
2023
Regal Wealth Group
California
$5K – – –
TVWM
2024
Tower View Wealth Management
Wisconsin
$4K – – –
F
2025
F3Logic
Minnesota
$2.72K -$30.3K -225 -1%