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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AMPWP
2001
Alvarez & Marsal Private Wealth Partners
Florida
$211K -$188K -182 -45%
SAP
2002
Strategic Advisory Partners
North Carolina
$211K -$6.21K -6 -3%
CWMA
2003
Capstone Wealth Management (Alabama)
Alabama
$211K +$226K +219 New
TWA
2004
Talisman Wealth Advisors
New Jersey
$210K +$225K +218 New
GC
2005
Gibson Capital
Pennsylvania
$210K – – –
DKCM
2006
Davidson Kahn Capital Management
California
$209K +$1.03K +1 +0.5%
FCG
2007
Fielder Capital Group
Tennessee
$209K -$27.9K -27 -11%
VAG
2008
VisionPoint Advisory Group
Texas
$209K +$224K +217 New
GPA
2009
Guerra Pan Advisors
New Jersey
$209K – – –
EPW
2010
Endeavor Private Wealth
Kansas
$208K -$6.21K -6 -3%
WTB
2011
Washington Trust Bank
Washington
$208K -$12.4K -12 -5%
FFM
2012
Forum Financial Management
Illinois
$208K -$9.31K -9 -4%
CD
2013
Chapin Davis
Maryland
$208K +$2.07K +2 +0.9%
WFAG
2014
Wescott Financial Advisory Group
Pennsylvania
$207K +$5.17K +5 +2%
CFS
2015
Commonwealth Financial Services
West Virginia
$207K +$222K +215 New
DMBA
2016
Deseret Mutual Benefit Administrators
Utah
$207K -$31K -30 -12%
JF
2017
Joule Financial
Kentucky
$205K +$1.03K +1 +0.5%
EWM
2018
Elmwood Wealth Management
California
$204K +$219K +212 New
LA
2019
Lifeworks Advisors
Michigan
$204K +$219K +212 New
CG
2020
Clifford Group
Massachusetts
$203K -$3.1K -3 -1%
AHL
2021
Abel Hall LLC
Louisiana
$202K +$218K +211 New
GWM
2022
GSB Wealth Management
Connecticut
$202K -$5.17K -5 -2%
RAM
2023
Readystate Asset Management
Illinois
$202K -$2.32M -2,239 -91%
SIA
2024
Sovereign Investment Advisors
Arizona
$202K – – –
BCI
2025
Blue Capital Inc
Nebraska
$202K +$217K +210 New
79 80
81
82 83