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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2001
Bogart Wealth LLC
Virginia
$672K +$116K +489 +22%
PWA
2002
Phoenix Wealth Advisors
North Carolina
$670K -$10.7K -45 -2%
WC
2003
Whitney & Co
New York
$669K -$5.94K -25 -0.9%
EWM
2004
Elevatus Welath Management
New York
$669K +$44.9K +189 +8%
CWP
2005
Capital Wealth Planning
Florida
$667K -$67.3K -283 -10%
PF
2006
Prosperitas Financial
California
$667K +$105K +441 +20%
NSIM
2007
North Star Investment Management
Illinois
$666K +$4.51K +19 +0.7%
IWS
2008
Insight Wealth Strategies
California
$665K -$20K -84 -3%
RWMG
2009
Redwood Wealth Management Group
New Jersey
$663K +$17.8K +75 +3%
FZCM
2010
Flynn Zito Capital Management
New York
$663K +$8.08K +34 +1%
ACA
2011
Atlas Capital Advisors
Wyoming
$663K – – –
CWM
2012
Chesapeake Wealth Management
Virginia
$662K -$40.4K -170 -6%
VBFG
2013
Vishria Bird Financial Group
Tennessee
$661K -$2.85K -12 -0.4%
PWS
2014
Paragon Wealth Strategies
Florida
$661K +$3.09K +13 +0.5%
LRPA
2015
L. Roy Papp & Associates
Arizona
$660K – – –
ABC
2016
Associated Banc-Corp
Wisconsin
$660K -$120K -503 -16%
BSSFA
2017
Baron Silver Stevens Financial Advisors
Florida
$660K -$102K -430 -14%
SSW
2018
Stone Summit Wealth
Florida
$660K -$73.2K -308 -10%
LA
2019
Lynch & Associates
Indiana
$659K – – –
WP
2020
WMS Partners
Maryland
$658K +$12.8K +54 +2%
LSA
2021
Lion Street Advisors
Texas
$658K -$16.9K -71 -3%
WAM
2022
WealthTrust Asset Management
Florida
$658K – – –
MAWA
2023
Moss Adams Wealth Advisors
Washington
$658K +$73.9K +311 +13%
GSB
2024
Greenfield Savings Bank
Massachusetts
$657K +$34.5K +145 +6%
BBA
2025
Braun-Bostich & Associates
Pennsylvania
$656K +$628K +2,641 New
79 80
81
82 83