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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
A
1976
AlphaQuest
New York
$23.6K +$23.3K +23 New
CAM
1977
Creekmur Asset Management
Illinois
$23.6K – – –
MWA
1978
Medallion Wealth Advisors
Connecticut
$22.6K +$22.3K +22 New
MAS
1979
MPWM Advisory Solutions
Georgia
$22.6K +$22.3K +22 New
DWM
1980
Darwin Wealth Management
Florida
$22K +$2.03K +2 +11%
AP
1981
Aspect Partners
Virginia
$21.5K -$1.01K -1 -5%
GFL
1982
Granite FO LLC
New Hampshire
$20.5K – – –
CSWM
1983
Cassady Schiller Wealth Management
Ohio
$20.5K +$8.12K +8 +67%
RWPA
1984
Richard W. Paul & Associates
Michigan
$20.5K +$15.2K +15 +300%
PP
1985
Pacifica Partners
Canada
$20.3K – – –
TAM
1986
Tucker Asset Management
Colorado
$19.5K – – –
JFG
1987
JDM Financial Group
Texas
$19.5K +$17.3K +17 +850%
WWM
1988
Wolff Wiese Magana
California
$18.5K +$13.2K +13 +260%
FW
1989
Fairway Wealth
Ohio
$17.4K +$17.3K +17 New
SRCM
1990
Signature Resources Capital Management
California
$17.4K +$17.3K +17 New
PA
1991
Pineridge Advisors
Missouri
$16.5K +$11.2K +11 +220%
WWP
1992
WR Wealth Planners
Missouri
$16.4K -$12.2K -12 -43%
GWSA
1993
Global Wealth Strategies & Associates
Colorado
$16.4K +$10.1K +10 +167%
MRP
1994
Measured Risk Portfolios
California
$16.4K +$16.2K +16 New
VWA
1995
VSM Wealth Advisory
Maryland
$16.4K +$16.2K +16 New
RF
1996
Robinswood Financial
Washington
$15.5K – – –
GPFA
1997
Game Plan Financial Advisors
Ohio
$15.3K +$15.2K +15 New
TCM
1998
Tributary Capital Management
Nebraska
$14.4K – – –
CAWM
1999
Capital A Wealth Management
Pennsylvania
$14.4K +$14.2K +14 New
FWA
2000
Flagship Wealth Advisors
Massachusetts
$14.4K +$14.2K +14 New
78 79
80
81 82