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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PSC
2001
Portman Square Capital
United Kingdom
– -$366K -465 Closed
HWMG
2002
Hurlow Wealth Management Group
Indiana
– -$360K -457 Closed
NL
2003
NWAM LLC
Washington
– -$357K -453 Closed
SWMP
2004
Signature Wealth Management Partners
New Jersey
– -$355K -451 Closed
AC
2005
Allstate Corporation
Illinois
– -$354K -450 Closed
JHCP
2006
Jackson Hole Capital Partners
Oklahoma
– -$353K -448 Closed
CC
2007
Chicago Capital
Illinois
– -$349K -443 Closed
RFG
2008
RFP Financial Group
Georgia
– -$335K -426 Closed
BHCM
2009
Brevan Howard Capital Management
Jersey
– -$331K -421 Closed
MW
2010
MBL Wealth
North Carolina
– -$331K -421 Closed
AC
2011
ASB Consultores
Florida
– -$321K -408 Closed
ZIG
2012
Zullo Investment Group
Pennsylvania
– -$319K -405 Closed
VT
2013
Vise Technologies
New York
– -$312K -396 Closed
EM
2014
Excalibur Management
Massachusetts
– -$305K -387 Closed
FPCP
2015
Fort Point Capital Partners
California
– -$302K -384 Closed
BIAS
2016
Beacon Investment Advisory Services
New Jersey
– -$289K -367 Closed
AL
2017
Aspiriant LLC
California
– -$288K -366 Closed
CWM
2018
CarsonAllaria Wealth Management
Illinois
– -$287K -364 Closed
PI
2019
PEAK6 Investments
Illinois
– -$314K -363 Closed
CFP
2020
Cascade Financial Partners
California
– -$278K -353 Closed
CA
2021
Cornerstone Advisory
Maryland
– -$276K -351 Closed
HCM
2022
Hillman Capital Management
Maryland
– -$275K -349 Closed
SCP
2023
Sivia Capital Partners
California
– -$275K -349 Closed
HP
2024
Hyperion Partners
Pennsylvania
– -$272K -346 Closed
RIA
2025
Realta Investment Advisors
Delaware
– -$267K -339 Closed
79 80
81
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