We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
2001
Black Diamond Financial
Maryland
$214K +$205K +183 New
MAWCM
2002
Mine & Arao Wealth Creation & Management
California
$213K +$205K +183 New
SMWM
2003
Silvia McColl Wealth Management
California
$212K +$203K +182 New
BWP
2004
BSW Wealth Partners
Colorado
$211K -$30.2K -27 -13%
CPW
2005
Cove Private Wealth
New York
$211K +$202K +181 New
MHWM
2006
Montz Harcus Wealth Management
Louisiana
$210K +$201K +180 New
BFAG
2007
Blackston Financial Advisory Group
Florida
$210K +$201K +180 New
CCM
2008
Crew Capital Management
Ohio
$209K +$200K +179 New
SHFP
2009
Second Half Financial Partners
Florida
$209K +$200K +179 New
SWA
2010
Strata Wealth Advisors
Texas
$209K +$200K +179 New
SFG
2011
Sunburst Financial Group
Alabama
$209K +$200K +179 New
KCFA
2012
Key Client Fiduciary Advisors
New Jersey
$208K +$200K +179 New
ACGA
2013
Atlanta Consulting Group Advisors
Georgia
$208K +$199K +178 New
ML
2014
Mayport LLC
Massachusetts
$208K +$199K +178 New
SFG
2015
Sterling Financial Group
California
$208K +$199K +178 New
TFA
2016
Teamwork Financial Advisors
Texas
$208K +$199K +178 New
FCG
2017
Fielder Capital Group
Tennessee
$207K +$198K +177 New
RCG
2018
Regatta Capital Group
California
$206K +$198K +177 New
LWP
2019
LeClair Wealth Partners
Ohio
$206K +$198K +177 New
LIA
2020
LifePlan Investment Advisors
North Carolina
$206K +$198K +177 New
TNB
2021
Thomasville National Bank
Georgia
$206K +$198K +177 New
MPM
2022
Meritage Portfolio Management
Kansas
$205K +$197K +176 New
BSSFA
2023
Baron Silver Stevens Financial Advisors
Florida
$205K +$196K +175 New
CSC
2024
Caldwell Sutter Capital
California
$204K -$27.9K -25 -13%
CWA
2025
Cura Wealth Advisors
Illinois
$204K +$196K +175 New
79 80
81
82 83