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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
2001
Archer Investment Corporation
Indiana
$25.9K -$648 -9 -2%
PPA
2002
Pilgrim Partners Asia
Singapore
$25.5K -$36K -500 -59%
PG
2003
Proffitt & Goodson
Tennessee
$25.5K
IHWM
2004
Iron Horse Wealth Management
Iowa
$25.4K +$2.74K +38 +12%
RPA
2005
Redwood Park Advisors
California
$25.2K
DF
2006
Dunhill Financial
United Kingdom
$25.1K +$5.33K +74 +27%
FPF
2007
First Pacific Financial
Washington
$25K
DI
2008
DAGCO Inc
Ohio
$24.3K +$24.1K +334 New
BC
2009
Barrett & Company
Rhode Island
$23.3K -$1.08K -15 -4%
AWM
2010
Atticus Wealth Management
Florida
$23.2K -$138K -1,910 -86%
TLA
2011
Tanglewood Legacy Advisors
Texas
$21.9K -$1.51K -21 -7%
CNBT
2012
Cornerstone National Bank & Trust
Illinois
$21.1K
ADL
2013
Asset Dedication LLC
California
$20.5K +$3.82K +53 +23%
MFT
2014
Moisand Fitzgerald Tamayo
Florida
$20.4K +$11.5K +160 +133%
WTFG
2015
Wood Tarver Financial Group
Idaho
$20.4K +$17.7K +245 +700%
RWM
2016
Raffa Wealth Management
District of Columbia
$20.3K
CAM
2017
Chesapeake Asset Management
New York
$20K +$1.8K +25 +10%
TWD
2018
True Wealth Design
Ohio
$19.8K +$7.13K +99 +58%
CIA
2019
Cape Investment Advisory
Georgia
$19.7K +$3.31K +46 +20%
S
2020
Sachetta
Massachusetts
$18.9K +$1.8K +25 +11%
AWM
2021
Accredited Wealth Management
Kentucky
$18.2K -$7.2K -100 -29%
NA
2022
Nordwand Advisors
Pennsylvania
$18.2K -$7.2K -100 -29%
FWM
2023
FSA Wealth Management
Massachusetts
$18.2K
PPA
2024
Painted Porch Advisors
California
$18.2K
OIA
2025
Optimum Investment Advisors
Illinois
$17.9K