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Name Holding Trade Value Shares
Change
Change in
Stake
AG
2001
AmeriFlex Group
Nevada
$4.5K
AIA
2002
Arcadia Investment Advisors
Idaho
$4.19K
MAFA
2003
MJT & Associates Financial Advisory
Minnesota
$4.05K
CWM
2004
Cranbrook Wealth Management
Michigan
$3.91K
PK
2005
Pflug Koory
Nebraska
$3.77K
HI
2006
Hoey Investments
Pennsylvania
$3.69K +$120 +2 +4%
HC
2007
Hurley Capital
New York
$3.49K
WBC
2008
West Branch Capital
Massachusetts
$3.41K
ACA
2009
Atlas Capital Advisors
Wyoming
$3.34K -$126K -2,100 -98%
FCMT
2010
Founders Capital Management (Texas)
Texas
$3.27K
TIM
2011
Total Investment Management
Arizona
$3.21K +$2.7K +45 New
RF
2012
Robbins Farley
New Hampshire
$3.2K +$2.4K +40 +800%
QWM
2013
Quaker Wealth Management
New Jersey
$3.06K +$2.58K +43 New
UIA
2014
Ulland Investment Advisors
Minnesota
$3K
DPW
2015
DiNuzzo Private Wealth
Pennsylvania
$2.91K -$1.26K -21 -34%
PP
2016
PFS Partners
New Jersey
$2.88K
GAG
2017
Goodman Advisory Group
Massachusetts
$2.84K
HWM
2018
Horizons Wealth Management
North Carolina
$2.77K -$1.32K -22 -36%
BCPWM
2019
Bradley & Co Private Wealth Management
Florida
$2.77K
LWMI
2020
Legacy Wealth Management (Idaho)
Idaho
$2.7K -$82.1K -1,367 -97%
LIS
2021
Legacy Investment Solutions
Idaho
$2.7K +$2.28K +38 New
PC
2022
Promus Capital
Illinois
$2.63K
BONH
2023
Bank of New Hampshire
New Hampshire
$2.49K
BFS
2024
Bare Financial Services
Pennsylvania
$2.42K +$2.04K +34 New
FF
2025
Friedenthal Financial
New Jersey
$2.35K