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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAP
2001
Strategic Advisory Partners
North Carolina
$241K +$246K +225 New
OCM
2002
One Capital Management
California
$240K -$38.3K -35 -14%
CPL
2003
CAP Partners LLC
Tennessee
$239K -$1.09K -1 -0.4%
EPW
2004
Endeavor Private Wealth
Kansas
$239K +$3.28K +3 +1%
BWM
2005
Bluebird Wealth Management
Massachusetts
$239K +$244K +223 New
LCAM
2006
London & Capital Asset Management
United Kingdom
$238K +$243K +222 New
CD
2007
Chapin Davis
Maryland
$238K -$1.09K -1 -0.4%
CNC
2008
Citizens & Northern Corp
Pennsylvania
$238K -$1.19M -1,092 -83%
SC
2009
Solstein Capital
California
$238K – – –
BPC
2010
Bearing Point Capital
Minnesota
$238K +$243K +222 New
SWA
2011
SOA Wealth Advisors
New York
$237K +$1.09K +1 +0%
CC
2012
Courier Capital
New York
$237K -$2.19K -2 -0.9%
SC
2013
Swan Capital
Florida
$237K – – –
GS
2014
GWN Securities
Florida
$236K +$10.9K +10 +5%
FDS
2015
Freedom Day Solutions
Texas
$236K – – –
RA
2016
Riversedge Advisors
Delaware
$236K +$26.2K +24 +12%
CIS
2017
Capital International Sarl
California
$235K -$1.25M -1,142 -84%
CAM
2018
Cozad Asset Management
Illinois
$235K – – –
WCM
2019
WealthBridge Capital Management
Ohio
$235K – – –
OFO
2020
OneAscent Family Office
Alabama
$235K -$138K -126 -37%
BRIA
2021
Balanced Rock Investment Advisors
Massachusetts
$234K -$19.7K -18 -8%
AMPWP
2022
Alvarez & Marsal Private Wealth Partners
Florida
$234K +$239K +219 New
SMA
2023
Seven Mile Advisory
New Jersey
$234K -$86.4K -79 -27%
LWM
2024
Liberty Wealth Management
California
$234K +$14.2K +13 +6%
KFS
2025
Kelly Financial Services
Massachusetts
$234K -$20.8K -19 -8%
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81
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