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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2001
Fermata Advisors
California
– -$291K -350 Closed
TA
2002
TrueWealth Advisors
Alabama
– -$286K -344 Closed
BBNB
2003
Baker Boyer National Bank
Washington
– -$261K -313 Closed
EFSCE
2004
Enterprise Financial Services Corp (EFSC)
Missouri
– -$252K -302 Closed
FA
2005
FDx Advisors
Illinois
– -$239K -287 Closed
NC
2006
NBW Capital
Massachusetts
– -$238K -286 Closed
CPL
2007
CAP Partners LLC
Tennessee
– -$236K -283 Closed
LSIA
2008
LaSalle St. Investment Advisors
Illinois
– -$230K -283 Closed
JF
2009
Joule Financial
Kentucky
– -$235K -282 Closed
BW
2010
BIP Wealth
Georgia
– -$233K -280 Closed
SBIA
2011
Sheaff Brock Investment Advisors
Indiana
– -$227K -272 Closed
CFSG
2012
Clark Financial Services Group
Missouri
– -$225K -270 Closed
CCA
2013
Childress Capital Advisors
Texas
– -$224K -269 Closed
BAM
2014
Blueshift Asset Management
New Jersey
– -$218K -262 Closed
PAA
2015
Peregrine Asset Advisers
Oregon
– -$212K -254 Closed
IDBONY
2016
Israel Discount Bank of New York
New York
– -$209K -251 Closed
SAA
2017
Southeast Asset Advisors
Georgia
– -$209K -251 Closed
A
2018
AJOVista
Massachusetts
– -$208K -249 Closed
HBT
2019
Heartland Bank & Trust
Illinois
– -$208K -249 Closed
ES
2020
Eagle Strategies
New York
– -$206K -247 Closed
HNWAG
2021
High Net Worth Advisory Group
Florida
– -$206K -247 Closed
OAM
2022
Occidental Asset Management
California
– -$206K -247 Closed
SAM
2023
Secure Asset Management
Michigan
– -$206K -247 Closed
SFG
2024
Sunburst Financial Group
Alabama
– -$203K -246 Closed
JSL
2025
JT Stratford LLC
Georgia
– -$204K -245 Closed
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