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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1976
Continuum Advisory
Idaho
– -$482K -612 Closed
SPA
1977
Sherbrooke Park Advisers
New York
– -$482K -612 Closed
NCG
1978
Newport Capital Group
New Jersey
– -$479K -608 Closed
HI
1979
Harbour Investments
Wisconsin
– -$478K -607 Closed
FFN
1980
Focus Financial Network
Minnesota
– -$502K -597 Closed
3IP
1981
3Chopt Investment Partners
Virginia
– -$465K -590 Closed
AIA
1982
Angeles Investment Advisors
California
– -$465K -590 Closed
LAM
1983
L2 Asset Management
Massachusetts
– -$442K -562 Closed
RFA
1984
ROI Financial Advisors
Oregon
– -$430K -548 Closed
GIM
1985
Goelzer Investment Management
Indiana
– -$428K -544 Closed
GWM
1986
Gray Wealth Management
Maine
– -$429K -544 Closed
BCM
1987
Bayesian Capital Management
New York
– -$428K -543 Closed
FMWA
1988
Forvis Mazars Wealth Advisors
Missouri
– -$420K -533 Closed
LA
1989
Legacy Advisors
Pennsylvania
– -$409K -519 Closed
TIA
1990
Traphagen Investment Advisors
New Jersey
– -$409K -519 Closed
RP
1991
Riverwater Partners
Wisconsin
– -$406K -516 Closed
CFG
1992
Carr Financial Group
Massachusetts
– -$398K -506 Closed
CW
1993
CreativeOne Wealth
Kansas
– -$394K -501 Closed
FCH
1994
Freestone Capital Holdings
Washington
– -$390K -495 Closed
EP
1995
Edgestream Partners
New Jersey
– -$383K -486 Closed
ORC
1996
O'Rourke & Company
Massachusetts
– -$379K -482 Closed
ACS
1997
Archford Capital Strategies
Illinois
– -$378K -481 Closed
RPWA
1998
Regent Peak Wealth Advisors
Georgia
– -$379K -481 Closed
LCWP
1999
Legacy Capital Wealth Partners
Arkansas
– -$368K -467 Closed
AGP
2000
Autumn Glory Partners
Texas
– -$366K -465 Closed
78 79
80
81 82