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NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2001
Prestige Wealth Management Group
New Jersey
$35.8K – – –
PWMG
2002
Private Wealth Management Group
New Jersey
$35.8K – – –
PC
2003
Promus Capital
Illinois
$35.8K – – –
AIC
2004
Archer Investment Corporation
Indiana
$35K – – –
KFI
2005
Key Financial Inc
Pennsylvania
$35K +$1.93K +10 +5%
HFM
2006
Hartford Financial Management
Connecticut
$34.2K – – –
RDFA
2007
Ritter Daniher Financial Advisory
Ohio
$34.2K – – –
SFGP
2008
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$34.2K +$7.71K +40 +23%
DI
2009
DAGCO Inc
Ohio
$33.4K +$40.5K +210 New
RI
2010
Ridgewood Investments
New Jersey
$32.6K – – –
PGAM
2011
Princeton Global Asset Management
New Jersey
$31.8K -$123K -640 -76%
TIM
2012
Tortoise Investment Management
New York
$31.8K -$11.6K -60 -23%
DIP
2013
DT Investment Partners
Pennsylvania
$31.1K – – –
CAC
2014
Core Alternative Capital
Georgia
$31K – – –
BL
2015
BFSG LLC
California
$30.3K – – –
WT
2016
Washington Trust
Rhode Island
$28.7K +$29.9K +155 +620%
TC
2017
Trust Company
Kansas
$27.9K – – –
HNW
2018
High Note Wealth
Minnesota
$27.1K – – –
SWA
2019
SOA Wealth Advisors
New York
$26.7K +$12.7M +66,040 +77,694%
GWM
2020
Graybill Wealth Management
Illinois
$26.3K +$31.8K +165 New
NWMP
2021
Noble Wealth Management PBC
Colorado
$25.5K – – –
BWL
2022
Bogart Wealth LLC
Virginia
$25.5K +$16.4K +85 +113%
MFT
2023
Moisand Fitzgerald Tamayo
Florida
$24.7K – – –
BOJHT
2024
Bank of Jackson Hole Trust
Wyoming
$24.2K -$11.6K -60 -32%
CH
2025
Canton Hathaway
Rhode Island
$24K – – –
79 80
81
82 83