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Blackrock

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