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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2001
Blume Capital Management
California
$154K -$36.6K -728 -18%
PCP
2002
Proficio Capital Partners
Massachusetts
$148K -$8.49K -169 -5%
ML
2003
McAdam LLC
Pennsylvania
$147K +$154K +3,067 New
CFA
2004
Camarda Financial Advisors
Florida
$146K +$3.87K +77 +3%
EWM
2005
Elmwood Wealth Management
California
$146K +$153K +3,050 New
WWMSC
2006
Wagner Wealth Management (South Carolina)
South Carolina
$141K +$35.3K +703 +31%
LWA
2007
Lowe Wealth Advisors
Maryland
$139K – – –
MIFH
2008
Migdal Insurance & Financial Holdings
Israel
$135K -$23.2K -461 -14%
SAS
2009
Stelac Advisory Services
New York
$134K +$35.9K +715 +34%
FC
2010
Ferris Capital
Massachusetts
$134K +$141K +2,799 New
HWM
2011
Holloway Wealth Management
Florida
$131K – – –
FGC
2012
Financial Gravity Companies
Texas
$128K +$59.6K +1,185 +79%
OBWP
2013
O'Brien Wealth Partners
Massachusetts
$128K +$134K +2,672 New
FGAM
2014
Financial Gravity Asset Management
Texas
$128K +$135K +2,683 New
AIP
2015
Almanack Investment Partners
Pennsylvania
$127K +$4.32K +86 +3%
AP
2016
Atwood & Palmer
Missouri
$124K – – –
IP
2017
Isthmus Partners
Wisconsin
$124K – – –
KF
2018
Krilogy Financial
Missouri
$123K +$7.49K +149 +6%
APSP
2019
Asset Planning Services (Pennsylvania)
Pennsylvania
$122K -$61.7K -1,227 -33%
WIM
2020
Westside Investment Management
California
$121K -$25.1K -499 -16%
FPF
2021
FNY Partners Fund
New York
$119K +$126K +2,500 New
AC
2022
Avestar Capital
New York
$116K -$2.01K -40 -2%
VIM
2023
Veritas Investment Management
United Kingdom
$110K -$188K -3,731 -62%
ME
2024
McIlrath & Eck
Washington
$108K -$31.1K -618 -21%
FCMT
2025
Founders Capital Management (Texas)
Texas
$107K – – –
79 80
81
82 83