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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1976
Valued Wealth Advisors
Utah
$25K -$2.03K -2 -8%
A
1977
AlphaQuest
New York
$23.6K +$23.3K +23 New
CAM
1978
Creekmur Asset Management
Illinois
$23.6K – – –
MWA
1979
Medallion Wealth Advisors
Connecticut
$22.6K +$22.3K +22 New
MAS
1980
MPWM Advisory Solutions
Georgia
$22.6K +$22.3K +22 New
DWM
1981
Darwin Wealth Management
Florida
$22K +$2.03K +2 +11%
AP
1982
Aspect Partners
Virginia
$21.5K -$1.01K -1 -5%
GFL
1983
Granite FO LLC
New Hampshire
$20.5K – – –
CSWM
1984
Cassady Schiller Wealth Management
Ohio
$20.5K +$8.12K +8 +67%
RWPA
1985
Richard W. Paul & Associates
Michigan
$20.5K +$15.2K +15 +300%
PP
1986
Pacifica Partners
Canada
$20.3K – – –
TAM
1987
Tucker Asset Management
Colorado
$19.5K – – –
JFG
1988
JDM Financial Group
Texas
$19.5K +$17.3K +17 +850%
WWM
1989
Wolff Wiese Magana
California
$18.5K +$13.2K +13 +260%
FW
1990
Fairway Wealth
Ohio
$17.4K +$17.3K +17 New
SRCM
1991
Signature Resources Capital Management
California
$17.4K +$17.3K +17 New
PA
1992
Pineridge Advisors
Missouri
$16.5K +$11.2K +11 +220%
WWP
1993
WR Wealth Planners
Missouri
$16.4K -$12.2K -12 -43%
GWSA
1994
Global Wealth Strategies & Associates
Colorado
$16.4K +$10.1K +10 +167%
MRP
1995
Measured Risk Portfolios
California
$16.4K +$16.2K +16 New
VWA
1996
VSM Wealth Advisory
Maryland
$16.4K +$16.2K +16 New
RF
1997
Robinswood Financial
Washington
$15.5K – – –
GPFA
1998
Game Plan Financial Advisors
Ohio
$15.3K +$15.2K +15 New
TCM
1999
Tributary Capital Management
Nebraska
$14.4K – – –
CAWM
2000
Capital A Wealth Management
Pennsylvania
$14.4K +$14.2K +14 New
78 79
80
81 82