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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2001
Disciplined Investments
Oklahoma
$27K – – –
TF
2002
TimeScale Financial
Massachusetts
$27K – – –
HR
2003
Howe & Rusling
New York
$27K +$17.3K +125 +446%
AWM
2004
Avondale Wealth Management
Texas
$26K – – –
MHR
2005
Matthew Hamilton Rosenberg
$26K +$20.7K +150 New
BC
2006
Barnett & Company
Tennessee
$24K – – –
WLPWM
2007
Walled Lake Planning & Wealth Management
Illinois
$24K – – –
CCMW
2008
Cypress Capital Management (Wyoming)
Wyoming
$23K – – –
IFAM
2009
Institutional & Family Asset Management
Colorado
$23K – – –
PO
2010
Private Ocean
California
$23K – – –
VCM
2011
Vigilant Capital Management
Maine
$22K – – –
FPFS
2012
First Personal Financial Services
North Carolina
$22K +$17.3K +125 New
TWP
2013
TFO Wealth Partners
Ohio
$20K +$9.67K +70 +159%
CFFP
2014
Center for Financial Planning
Michigan
$19K – – –
FMP
2015
Financial Management Professionals
Texas
$19K +$14.4K +104 +2,080%
PH
2016
Pinnacle Holdings
Oklahoma
$17.4K – – –
RFWA
2017
RPg Family Wealth Advisory
Massachusetts
$17.4K +$13.8K +100 New
APW
2018
Acima Private Wealth
Virginia
$17K – – –
CHA
2019
Carmichael Hill & Associates
Maryland
$17K – – –
FA
2020
Financial Advantage
Maryland
$17K – – –
JFGIW
2021
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K – – –
PP
2022
PrairieView Partners
Minnesota
$17K – – –
LFG
2023
LifePlan Financial Group
Ohio
$16K – – –
EIM
2024
Essex Investment Management
Massachusetts
$16K +$12.6K +91 New
APWM
2025
Atlas Private Wealth Management
New York
$15K – – –
79 80
81
82 83