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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2001
WealthTrust Asset Management
Florida
$450K -$17.4K -89 -3%
WCG
2002
Weaver Consulting Group
California
$450K +$125K +641 +33%
CAWM
2003
Capital Advisors Wealth Management
Washington
$449K +$10.6K +54 +2%
EWM
2004
Elevatus Welath Management
New York
$449K -$27K -138 -5%
AB
2005
Atlas Brown
Kentucky
$449K +$2.93K +15 +0.6%
WTA
2006
Washington Trust Advisors
Massachusetts
$448K +$101K +517 +25%
A
2007
AJOVista
Massachusetts
$447K +$49.8K +255 +11%
S
2008
Sachetta
Massachusetts
$447K
WWS
2009
Wellington Wealth Strategies
Indiana
$446K -$96.7K -495 -16%
ABC
2010
Associated Banc-Corp
Wisconsin
$446K -$23.4K -120 -5%
SF
2011
Safeguard Financial
Wisconsin
$445K -$1.38M -7,084 -74%
AFM
2012
Abbot Financial Management
Massachusetts
$445K +$209K +1,069 +73%
DCM
2013
Dimension Capital Management
Florida
$445K +$31.5K +161 +7%
O3W
2014
Omni 360 Wealth
New Jersey
$444K +$10.6K +54 +2%
AAM
2015
Aureus Asset Management
Massachusetts
$444K +$32.2K +165 +7%
SACTSONJ
2016
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$443K
BFG
2017
Bouchey Financial Group
New York
$442K -$22.9K -117 -4%
EPA
2018
Element Pointe Advisors
Florida
$442K
GWP
2019
Gateway Wealth Partners
Wisconsin
$441K +$30.3K +155 +7%
AWM
2020
Austin Wealth Management
Texas
$441K +$15.2K +78 +3%
PAM
2021
Pegasus Asset Management
New York
$441K +$19.5K +100 +4%
MAM
2022
Morse Asset Management
Connecticut
$441K -$1.93M -9,862 -80%
PA
2023
Prossimo Advisors
California
$441K +$222K +1,137 +83%
VWM
2024
Vivid Wealth Management
Iowa
$441K +$31.3K +160 +7%
FFG
2025
Frisch Financial Group
New York
$440K -$117K -599 -19%