We are live on ! Find out more
NOW icon

ServiceNow
NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2001
Heartwood Wealth Advisors
Virginia
$171K +$174K +930 New
HWM
2002
Hemington Wealth Management
Virginia
$169K -$934 -5 -0.5%
AA
2003
Addison Advisors
Vermont
$166K +$934 +5 +0.6%
CWM
2004
Crowley Wealth Management
Delaware
$164K – – –
IRC
2005
Investors Research Corp
Georgia
$157K – – –
WPWM
2006
Western Pacific Wealth Management
Illinois
$156K +$9.34K +50 +6%
SIS
2007
Sound Income Strategies
Florida
$152K +$113K +605 +269%
FMII
2008
Farmers & Merchants Investments Inc
Nebraska
$149K – – –
GIA
2009
GHP Investment Advisors
Colorado
$141K – – –
MA
2010
Montag & Associates
Georgia
$138K -$60.7K -325 -30%
GCM
2011
Gladstone Capital Management
United Kingdom
$138K +$140K +750 New
JWM
2012
JPL Wealth Management
Colorado
$137K +$139K +745 New
A
2013
AlphaQuest
New York
$137K -$120K -640 -46%
NEWAS
2014
N.E.W. Advisory Services
Wisconsin
$136K – – –
MAM
2015
Meeder Asset Management
Ohio
$136K +$37.4K +200 +37%
SGK
2016
Steigerwald Gordon & Koch
Virginia
$134K +$136K +730 New
MLA
2017
MB, Levis & Associates
Pennsylvania
$133K – – –
TCM
2018
TD Capital Management
Tennessee
$132K -$442K -2,365 -77%
AWM
2019
Ameliora Wealth Management
Switzerland
$131K – – –
BCM
2020
Barrier Capital Management
California
$128K -$12.1M -64,795 -99%
POIA
2021
Pin Oak Investment Advisors
Texas
$123K +$21.5K +115 +21%
MWA
2022
Medallion Wealth Advisors
Connecticut
$119K -$934 -5 -0.8%
BHWM
2023
Bay Harbor Wealth Management
Maryland
$117K +$1.87K +10 +2%
TSMHT
2024
Thurston Springer Miller Herd & Titak
Indiana
$117K -$1.42M -7,625 -92%
BCM
2025
Boreal Capital Management
Florida
$112K +$95.3K +510 +510%
79 80
81
82 83