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Name Holding Trade Value Shares
Change
Change in
Stake
PP
2001
PFS Partners
New Jersey
$2.79K
KFS
2002
Kelly Financial Services
Massachusetts
$2.65K
HF
2003
Halpern Financial
Virginia
$2.65K +$3.3K +38 New
KFP
2004
KB Financial Partners
New Jersey
$2K -$7.98K -92 -79%
UFF
2005
USA Financial Formulas
Michigan
$2K -$5.81K -67 -75%
DCM
2006
Davidson Capital Management
Texas
$2K -$347 -4 -14%
ARIS
2007
Advanced Research Investment Solutions
California
$2K
LFA
2008
Level Financial Advisors
New York
$2K
LPP
2009
Life Planning Partners
Florida
$2K
LIM
2010
Longfellow Investment Management
Massachusetts
$2K +$781 +9 +56%
TWP
2011
TFO Wealth Partners
Ohio
$2K +$2K +23 New
LC
2012
Legacy CG
Texas
$2K +$2.6K +30 New
SSC
2013
Syverson Strege & Co
Iowa
$2K +$2.6K +30 New
CUAMC
2014
China Universal Asset Management Company
China
$2K +$2.95K +34 New
SIM
2015
Studio Investment Management
Illinois
$2K +$3.04K +35 New
ACK
2016
Andrew C. Karlinski
$1K -$2.52K -29 -59%
BCH
2017
Berkshire Capital Holdings
California
$1K
CWA
2018
Carolina Wealth Advisors
South Carolina
$1K
CWM
2019
Cedar Wealth Management
California
$1K
HFS
2020
HBC Financial Services
Washington
$1K
SJIM
2021
St. Johns Investment Management
Florida
$1K
WOSD
2022
WFA of San Diego
California
$1K +$781 +9 New
FWA
2023
FSC Wealth Advisors
New York
$1K +$1.82K +21 New
LTI
2024
Laffer Tengler Investments
Tennessee
$209
ZIG
2025
Zurich Insurance Group
Switzerland
-$115M -995,934 Closed