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Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
2001
Moisand Fitzgerald Tamayo
Florida
$35.7K – – –
MCA
2002
Maryland Capital Advisors
Maryland
$33.5K +$4.05K +110 +17%
BWM
2003
BerganKDV Wealth Management
Minnesota
$33K -$164K -4,460 -86%
AWM
2004
Avondale Wealth Management
Texas
$33K – – –
TLCM
2005
Twin Lakes Capital Management
California
$32.6K – – –
CIR
2006
Clear Investment Research
Georgia
$32.3K +$737 +20 +3%
CSC
2007
Caldwell Sutter Capital
California
$31.7K +$3.68K +100 +16%
LB
2008
Legacy Bridge
Iowa
$31.3K – – –
DWMG
2009
DB Wealth Management Group
California
$30.8K – – –
MWM
2010
Mascoma Wealth Management
New Hampshire
$30.7K – – –
NC
2011
NewSquare Capital
Pennsylvania
$30.4K -$20.6K -560 -45%
BONH
2012
Bank of New Hampshire
New Hampshire
$29.1K -$3.31K -90 -12%
GCGDR
2013
Geo Capital Gestora de Recursos
Brazil
$29K -$2.09M -56,630 -99%
HWP
2014
Highline Wealth Partners
California
$27.3K – – –
PG
2015
Prostatis Group
Maryland
$27.1K +$7.47M +202,780 New
PB
2016
Pinnacle Bancorp
Nebraska
$26.9K – – –
TFM
2017
TFC Financial Management
Massachusetts
$26.9K +$14K +380 +165%
PO
2018
Private Ocean
California
$26.4K -$17.7K -480 -44%
RFA
2019
Register Financial Advisors
Georgia
$25.1K – – –
RWM
2020
Raffa Wealth Management
District of Columbia
$24.7K – – –
FFL
2021
Financial Freedom LLC
Ohio
$24.2K – – –
CQS
2022
Credential Qtrade Securities
$24.2K – – –
SWM
2023
Sugarloaf Wealth Management
Georgia
$22.9K – – –
PP
2024
PFS Partners
New Jersey
$22K – – –
IA
2025
IFS Advisors
Kansas
$22K – – –
79 80
81
82 83