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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2001
Capital A Wealth Management
Pennsylvania
$14.4K +$14.2K +14 New
FWA
2002
Flagship Wealth Advisors
Massachusetts
$14.4K +$14.2K +14 New
NMG
2003
New Millennium Group
Utah
$14.1K – – –
MSG
2004
Main Street Group
Virginia
$13.3K – – –
ACM
2005
Anfield Capital Management
California
$13.3K -$2.03K -2 -13%
GTAM
2006
Global Trust Asset Management
Florida
$13.3K +$4.06K +4 +44%
SC
2007
Stephens Consulting
Michigan
$12.3K – – –
FGC
2008
Financial Gravity Companies
Texas
$12.3K – – –
CWM
2009
Copia Wealth Management
Oregon
$12.3K +$12.2K +12 New
MFA
2010
McClarren Financial Advisors
Pennsylvania
$12K +$1.01K +1 +9%
GWMI
2011
Guardian Wealth Management (Illinois)
Illinois
$11.3K – – –
FWM
2012
FSA Wealth Management
Massachusetts
$11.3K -$16.2K -16 -59%
PCWA
2013
Pacific Capital Wealth Advisors
California
$11.3K -$3.04K -3 -21%
AF
2014
Atala Financial
California
$11.3K +$11.2K +11 New
FFA
2015
Frazier Financial Advisors
Ohio
$10.3K – – –
OIA
2016
Optimum Investment Advisors
Illinois
$10.3K – – –
WA
2017
WPG Advisers
Maryland
$10.3K +$10.1K +10 New
KFP
2018
Keener Financial Planning
Texas
$10K +$10.1K +10 New
PP
2019
PrairieView Partners
Minnesota
$10K +$10.1K +10 New
CIR
2020
Clear Investment Research
Georgia
$9.38K +$9.13K +9 New
JGIA
2021
Jackson Grant Investment Advisers
Connecticut
$8.2K – – –
WCM
2022
Westend Capital Management
California
$8.2K – – –
BTD
2023
BankPlus Trust Department
Mississippi
$8.2K +$8.12K +8 New
CCC
2024
Chelsea Counsel Company
California
$7.18K – – –
ETS
2025
ESL Trust Services
New York
$7.18K – – –
79 80
81
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