We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
2001
Cypress Capital Management (Wyoming)
Wyoming
$4.57K – – –
DF
2002
Dunhill Financial
United Kingdom
$4.54K -$11.6K -194 -75%
AG
2003
AmeriFlex Group
Nevada
$4.5K – – –
AIA
2004
Arcadia Investment Advisors
Idaho
$4.19K – – –
MAFA
2005
MJT & Associates Financial Advisory
Minnesota
$4.05K – – –
CWM
2006
Cranbrook Wealth Management
Michigan
$3.91K – – –
PK
2007
Pflug Koory
Nebraska
$3.77K – – –
HI
2008
Hoey Investments
Pennsylvania
$3.69K +$120 +2 +4%
HC
2009
Hurley Capital
New York
$3.49K – – –
WBC
2010
West Branch Capital
Massachusetts
$3.41K – – –
ACA
2011
Atlas Capital Advisors
Wyoming
$3.34K -$126K -2,100 -98%
FCMT
2012
Founders Capital Management (Texas)
Texas
$3.27K – – –
TIM
2013
Total Investment Management
Arizona
$3.21K +$2.7K +45 New
RF
2014
Robbins Farley
New Hampshire
$3.2K +$2.4K +40 +800%
QWM
2015
Quaker Wealth Management
New Jersey
$3.06K +$2.58K +43 New
UIA
2016
Ulland Investment Advisors
Minnesota
$3K – – –
DPW
2017
DiNuzzo Private Wealth
Pennsylvania
$2.91K -$1.26K -21 -34%
PP
2018
PFS Partners
New Jersey
$2.88K – – –
GAG
2019
Goodman Advisory Group
Massachusetts
$2.84K – – –
HWM
2020
Horizons Wealth Management
North Carolina
$2.77K -$1.32K -22 -36%
BCPWM
2021
Bradley & Co Private Wealth Management
Florida
$2.77K – – –
LWMI
2022
Legacy Wealth Management (Idaho)
Idaho
$2.7K -$82.1K -1,367 -97%
LIS
2023
Legacy Investment Solutions
Idaho
$2.7K +$2.28K +38 New
PC
2024
Promus Capital
Illinois
$2.63K – – –
BONH
2025
Bank of New Hampshire
New Hampshire
$2.49K – – –