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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CCI
2001
Credit Capital Investments
New Jersey
– -$440K -680 Closed
PI
2002
PineBridge Investments
New York
– -$415K -642 Closed
BAM
2003
Blueshift Asset Management
New Jersey
– -$396K -612 Closed
AC
2004
AXQ Capital
New Jersey
– -$388K -600 Closed
CW
2005
CreativeOne Wealth
Kansas
– -$365K -565 Closed
MS
2006
Maven Securities
Jersey
– -$366K -524 Closed
FCM
2007
FJ Capital Management
Virginia
– -$335K -518 Closed
BA
2008
Birinyi Associates
Connecticut
– -$323K -500 Closed
LAS
2009
Lloyd Advisory Services
Georgia
– -$315K -488 Closed
EW
2010
Evoke Wealth
California
– -$292K -451 Closed
AR
2011
Advisory Research
Illinois
– -$286K -443 Closed
QC
2012
QCM Cayman
Texas
– -$253K -392 Closed
MFS
2013
Mirabella Financial Services
United Kingdom
– -$246K -381 Closed
AC
2014
ASB Consultores
Florida
– -$240K -372 Closed
BOSSRA
2015
B.O.S.S. Retirement Advisors
Utah
– -$218K -337 Closed
KWM
2016
Keebeck Wealth Management
Illinois
– -$215K -332 Closed
CC
2017
Corton Capital
Ontario, Canada
– -$206K -319 Closed
TLA
2018
Tanglewood Legacy Advisors
Texas
– -$162K -250 Closed
BCM
2019
Birch Capital Management
Texas
– -$140K -217 Closed
HL
2020
HeadInvest LLC
Maine
– -$115K -179 Closed
ICM
2021
Intrepid Capital Management
Florida
– -$67.2K -104 Closed
Legacy Financial Group (Iowa)
2022
Legacy Financial Group (Iowa)
Iowa
– -$64.6K -100 Closed
WWP
2023
WR Wealth Planners
Missouri
– -$59.5K -92 Closed
RCG
2024
Rock Creek Group
District of Columbia
– -$53.7K -83 Closed
RW
2025
RVW Wealth
California
– -$49.1K -76 Closed