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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2001
BSW Wealth Partners
Colorado
$211K -$30.2K -27 -13%
CPW
2002
Cove Private Wealth
New York
$211K +$202K +181 New
MHWM
2003
Montz Harcus Wealth Management
Louisiana
$210K +$201K +180 New
BFAG
2004
Blackston Financial Advisory Group
Florida
$210K +$201K +180 New
CCM
2005
Crew Capital Management
Ohio
$209K +$200K +179 New
SHFP
2006
Second Half Financial Partners
Florida
$209K +$200K +179 New
SWA
2007
Strata Wealth Advisors
Texas
$209K +$200K +179 New
SFG
2008
Sunburst Financial Group
Alabama
$209K +$200K +179 New
KCFA
2009
Key Client Fiduciary Advisors
New Jersey
$208K +$200K +179 New
ACGA
2010
Atlanta Consulting Group Advisors
Georgia
$208K +$199K +178 New
ML
2011
Mayport LLC
Massachusetts
$208K +$199K +178 New
SFG
2012
Sterling Financial Group
California
$208K +$199K +178 New
TFA
2013
Teamwork Financial Advisors
Texas
$208K +$199K +178 New
FCG
2014
Fielder Capital Group
Tennessee
$207K +$198K +177 New
RCG
2015
Regatta Capital Group
California
$206K +$198K +177 New
LWP
2016
LeClair Wealth Partners
Ohio
$206K +$198K +177 New
LIA
2017
LifePlan Investment Advisors
North Carolina
$206K +$198K +177 New
TNB
2018
Thomasville National Bank
Georgia
$206K +$198K +177 New
MPM
2019
Meritage Portfolio Management
Kansas
$205K +$197K +176 New
BSSFA
2020
Baron Silver Stevens Financial Advisors
Florida
$205K +$196K +175 New
CSC
2021
Caldwell Sutter Capital
California
$204K -$27.9K -25 -13%
CWA
2022
Cura Wealth Advisors
Illinois
$204K +$196K +175 New
EGWAG
2023
Elwood & Goetz Wealth Advisory Group
Georgia
$204K +$196K +175 New
LBC
2024
Leigh Baldwin & Co
New York
$204K +$195K +174 New
EL
2025
EWA LLC
Pennsylvania
$203K +$195K +174 New
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