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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
2001
Horizons Wealth Management
North Carolina
$3K +$2.52K +29 New
PP
2002
PFS Partners
New Jersey
$2.79K – – –
KFS
2003
Kelly Financial Services
Massachusetts
$2.65K – – –
HF
2004
Halpern Financial
Virginia
$2.65K +$3.3K +38 New
KFP
2005
KB Financial Partners
New Jersey
$2K -$7.98K -92 -79%
UFF
2006
USA Financial Formulas
Michigan
$2K -$5.81K -67 -75%
DCM
2007
Davidson Capital Management
Texas
$2K -$347 -4 -14%
ARIS
2008
Advanced Research Investment Solutions
California
$2K – – –
LFA
2009
Level Financial Advisors
New York
$2K – – –
LPP
2010
Life Planning Partners
Florida
$2K – – –
LIM
2011
Longfellow Investment Management
Massachusetts
$2K +$781 +9 +56%
TWP
2012
TFO Wealth Partners
Ohio
$2K +$2K +23 New
LC
2013
Legacy CG
Texas
$2K +$2.6K +30 New
SSC
2014
Syverson Strege & Co
Iowa
$2K +$2.6K +30 New
CUAMC
2015
China Universal Asset Management Company
China
$2K +$2.95K +34 New
SIM
2016
Studio Investment Management
Illinois
$2K +$3.04K +35 New
ACK
2017
Andrew C. Karlinski
$1K -$2.52K -29 -59%
BCH
2018
Berkshire Capital Holdings
California
$1K – – –
CWA
2019
Carolina Wealth Advisors
South Carolina
$1K – – –
CWM
2020
Cedar Wealth Management
California
$1K – – –
HFS
2021
HBC Financial Services
Washington
$1K – – –
SJIM
2022
St. Johns Investment Management
Florida
$1K – – –
WOSD
2023
WFA of San Diego
California
$1K +$781 +9 New
FWA
2024
FSC Wealth Advisors
New York
$1K +$1.82K +21 New
LTI
2025
Laffer Tengler Investments
Tennessee
$209 – – –