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RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
2001
Wealthstreet Investment Advisors
Texas
$21K -$154K -1,800 -88%
RF
2002
Robbins Farley
New Hampshire
$20K +$20.4K +238 New
TLFA
2003
True Link Financial Advisors
California
$19K – – –
IAS
2004
IMA Advisory Services
Colorado
$18K -$32.7K -382 -64%
PCFFS
2005
Pacific Center for Financial Services
California
$18K – – –
RBC
2006
Roble Belko & Company
Pennsylvania
$18K – – –
TCM
2007
TD Capital Management
Tennessee
$18K +$86 +1 +0.5%
PCA
2008
Providence Capital Advisors
North Carolina
$17K +$15K +175 +921%
PA
2009
PSI Advisors
Florida
$17K +$17K +199 New
EWA
2010
Evolution Wealth Advisors
Florida
$16K – – –
LWA
2011
Lowe Wealth Advisors
Maryland
$16K – – –
WLPWM
2012
Walled Lake Planning & Wealth Management
Illinois
$16K – – –
HCM
2013
Horrell Capital Management
Arkansas
$15K – – –
MAM
2014
McCarthy Asset Management
California
$14K – – –
RG
2015
Retirement Group
California
$14K – – –
SFP
2016
Sterling Financial Planning
New Jersey
$13K – – –
GKWIM
2017
Gerber Kawasaki Wealth & Investment Management
California
$12K -$219K -2,563 -100%
CCM
2018
Cribstone Capital Management
Maine
$12K -$7.01K -82 -37%
APWA
2019
Atlas Private Wealth Advisors
New Jersey
$12K – – –
GG
2020
Gleason Group
Kentucky
$10K +$86 +1 +0.9%
RA
2021
Rational Advisors
New York
$10K +$10.3K +121 New
DWMG
2022
DB Wealth Management Group
California
$9K – – –
JMF
2023
Johnson Midwest Financial
Iowa
$9K – – –
MAM
2024
Marquette Asset Management
Minnesota
$9K – – –
SA
2025
SRH Advisors
Kansas
$9K – – –
79 80
81
82 83