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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2001
Hemington Wealth Management
Virginia
$132K +$1.89K +2 +2%
STB
2002
S&T Bank
Pennsylvania
$131K +$5.67K +6 +5%
DWS
2003
Dynamic Wealth Strategies
California
$129K -$4.73K -5 -4%
BT
2004
Banque Transatlantique
France
$127K +$76.6K +81 +203%
SC
2005
Slow Capital
California
$127K +$114K +121 New
AG
2006
AmeriFlex Group
Nevada
$127K +$9.46K +10 +9%
BWM
2007
Bernard Wealth Management
Michigan
$126K -$5.67K -6 -5%
AWM
2008
Atticus Wealth Management
Florida
$126K – – –
SCM
2009
Silvant Capital Management
Georgia
$125K – – –
BCMLT
2010
Beacon Capital Management LLC (Tennessee)
Tennessee
$123K -$45.4K -48 -29%
SAM
2011
Sherman Asset Management
California
$123K – – –
BIA
2012
Bell Investment Advisors
California
$122K +$1.89K +2 +2%
SIC
2013
Salem Investment Counselors
North Carolina
$122K +$13.2K +14 +14%
DWA
2014
Dougherty Wealth Advisers
Minnesota
$120K – – –
CWM
2015
Centricity Wealth Management
Ohio
$114K – – –
SWIM
2016
Smallwood Wealth Investment Management
New Jersey
$114K – – –
DAM
2017
Delta Asset Management
Tennessee
$112K – – –
C
2018
Covestor
United Kingdom
$112K +$38.8K +41 +63%
AT
2019
Arlington Trust
Alabama
$110K – – –
SHF
2020
Safe Harbor Fiduciary
Florida
$108K – – –
CB
2021
CNB Bank
Pennsylvania
$108K +$8.51K +9 +10%
SSG
2022
Summit Securities Group
New York
$103K +$92.7K +98 New
CCAM
2023
Cascades Capital Asset Management
North Carolina
$102K +$91.7K +97 New
MAM
2024
Meeder Asset Management
Ohio
$101K +$10.4K +11 +13%
OCM
2025
Osterweis Capital Management
California
$97.6K +$87.9K +93 New
79 80
81
82 83