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Name Holding Trade Value Shares
Change 		Change in
Stake
WR
2001
Watson Rebecca
$36K +$28.5K +206 New
OIA
2002
Optimum Investment Advisors
Illinois
$35K +$21.4K +155 +344%
LF
2003
Lee Financial
Texas
$35K +$27.6K +200 New
LAS
2004
Lloyd Advisory Services
Georgia
$35K +$27.6K +200 New
TCM
2005
TD Capital Management
Tennessee
$34K – – –
LWM
2006
Liberty Wealth Management
California
$31K -$8.98K -65 -27%
DI
2007
Disciplined Investments
Oklahoma
$27K – – –
TF
2008
TimeScale Financial
Massachusetts
$27K – – –
HR
2009
Howe & Rusling
New York
$27K +$17.3K +125 +446%
AWM
2010
Avondale Wealth Management
Texas
$26K – – –
MHR
2011
Matthew Hamilton Rosenberg
$26K +$20.7K +150 New
BC
2012
Barnett & Company
Tennessee
$24K – – –
WLPWM
2013
Walled Lake Planning & Wealth Management
Illinois
$24K – – –
CCMW
2014
Cypress Capital Management (Wyoming)
Wyoming
$23K – – –
IFAM
2015
Institutional & Family Asset Management
Colorado
$23K – – –
PO
2016
Private Ocean
California
$23K – – –
VCM
2017
Vigilant Capital Management
Maine
$22K – – –
FPFS
2018
First Personal Financial Services
North Carolina
$22K +$17.3K +125 New
TWP
2019
TFO Wealth Partners
Ohio
$20K +$9.67K +70 +159%
CFFP
2020
Center for Financial Planning
Michigan
$19K – – –
FMP
2021
Financial Management Professionals
Texas
$19K +$14.4K +104 +2,080%
PH
2022
Pinnacle Holdings
Oklahoma
$17.4K – – –
RFWA
2023
RPg Family Wealth Advisory
Massachusetts
$17.4K +$13.8K +100 New
APW
2024
Acima Private Wealth
Virginia
$17K – – –
CHA
2025
Carmichael Hill & Associates
Maryland
$17K – – –
79 80
81
82 83