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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2001
PFS Partners
New Jersey
$4.44K +$1.79K +24 +60%
HC
2002
Hurley Capital
New York
$4.14K +$745 +10 +20%
AIA
2003
Arcadia Investment Advisors
Idaho
$4.12K – – –
PFA
2004
Pillar Financial Advisors
Kentucky
$3.9K +$4.17K +56 New
CWM
2005
Cranbrook Wealth Management
Michigan
$3.84K – – –
CWP
2006
Clark Wealth Partners
Illinois
$3.81K +$4.47K +60 New
PK
2007
Pflug Koory
Nebraska
$3.7K – – –
BHWM
2008
Bay Harbor Wealth Management
Maryland
$3.5K +$1.71K +23 +85%
HI
2009
Hoey Investments
Pennsylvania
$3.42K -$224 -3 -6%
MAM
2010
MMA Asset Management
Pennsylvania
$3.42K +$3.65K +49 New
EPW
2011
Evergreen Private Wealth
Colorado
$3.21K +$3.28K +44 +2,200%
RF
2012
Robbins Farley
New Hampshire
$3.14K – – –
TIM
2013
Thompson Investment Management
Wisconsin
$3.07K +$3.28K +44 New
UIA
2014
Ulland Investment Advisors
Minnesota
$3K – – –
QWM
2015
Quaker Wealth Management
New Jersey
$3K – – –
TVWM
2016
Tower View Wealth Management
Wisconsin
$2.84K -$96.9K -1,300 -97%
GAG
2017
Goodman Advisory Group
Massachusetts
$2.79K – – –
BCPWM
2018
Bradley & Co Private Wealth Management
Florida
$2.72K – – –
PS
2019
PayPay Securities
Japan
$2.65K +$671 +9 +31%
PC
2020
Promus Capital
Illinois
$2.58K – – –
BONH
2021
Bank of New Hampshire
New Hampshire
$2.44K – – –
MAFA
2022
MJT & Associates Financial Advisory
Minnesota
$2.37K -$1.71K -23 -40%
TFM
2023
TFC Financial Management
Massachusetts
$2.37K +$1.64K +22 +183%
FF
2024
Friedenthal Financial
New Jersey
$2.3K – – –
LWMI
2025
Legacy Wealth Management (Idaho)
Idaho
$2.24K -$447 -6 -16%
79 80
81
82 83