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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
2001
Forum Financial Management
Illinois
$208K -$9.31K -9 -4%
CD
2002
Chapin Davis
Maryland
$208K +$2.07K +2 +0.9%
WFAG
2003
Wescott Financial Advisory Group
Pennsylvania
$207K +$5.17K +5 +2%
CFS
2004
Commonwealth Financial Services
West Virginia
$207K +$222K +215 New
DMBA
2005
Deseret Mutual Benefit Administrators
Utah
$207K -$31K -30 -12%
JF
2006
Joule Financial
Kentucky
$205K +$1.03K +1 +0.5%
EWM
2007
Elmwood Wealth Management
California
$204K +$219K +212 New
LA
2008
Lifeworks Advisors
Michigan
$204K +$219K +212 New
CG
2009
Clifford Group
Massachusetts
$203K -$3.1K -3 -1%
AHL
2010
Abel Hall LLC
Louisiana
$202K +$218K +211 New
GWM
2011
GSB Wealth Management
Connecticut
$202K -$5.17K -5 -2%
RAM
2012
Readystate Asset Management
Illinois
$202K -$2.32M -2,239 -91%
SIA
2013
Sovereign Investment Advisors
Arizona
$202K – – –
BCI
2014
Blue Capital Inc
Nebraska
$202K +$217K +210 New
MWP
2015
Madison Wealth Partners
Wisconsin
$201K +$216K +209 New
RWC
2016
Rare Wolf Capital
Washington
$201K – – –
RCG
2017
Regatta Capital Group
California
$200K – – –
EA
2018
Echo45 Advisors
California
$200K -$24.8K -24 -10%
CPW
2019
Cogent Private Wealth
Florida
$200K -$4.14K -4 -2%
AWG
2020
Altus Wealth Group
Colorado
$200K +$215K +208 New
WW
2021
Westshore Wealth
California
$200K +$215K +208 New
PWM
2022
Proathlete Wealth Management
Florida
$199K – – –
APFP
2023
Action Point Financial Planning
Michigan
$193K +$210K +203 New
TVWM
2024
Tower View Wealth Management
Wisconsin
$192K – – –
TFIPS
2025
Towarzystwo Funduszy Inwestycyjnych PZU SA
$191K +$42.4K +41 +26%
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81
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