We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2001
Brasada Capital Management
Texas
$212K -$961K -913 -81%
CAM
2002
Cozad Asset Management
Illinois
$212K – – –
TW
2003
Traveka Wealth
California
$212K -$11.6K -11 -5%
AWM
2004
Affinity Wealth Management
Delaware
$211K -$15.8K -15 -6%
CCA
2005
Carrera Capital Advisors
Michigan
$210K +$1.05K +1 +0.5%
EWM
2006
Elevation Wealth Management
Minnesota
$210K +$229K +218 New
GC
2007
Gibson Capital
Pennsylvania
$210K -$94.7K -90 -29%
CW
2008
Code Waechter
Florida
$210K -$20K -19 -8%
CC
2009
Courier Capital
New York
$210K -$3.16K -3 -1%
DKCM
2010
Davidson Kahn Capital Management
California
$209K – – –
BEW
2011
Burton Enright Welch
California
$209K +$14.7K +14 +7%
GPA
2012
Guerra Pan Advisors
New Jersey
$209K – – –
ACA
2013
Atlas Capital Advisors
Wyoming
$209K +$99.9K +95 +78%
WRPWM
2014
Werba Rubin Papier Wealth Management
California
$208K +$9.47K +9 +4%
QL
2015
Quarry LP
New York
$208K +$61K +58 +37%
GWM
2016
GSB Wealth Management
Connecticut
$207K +$5.26K +5 +2%
PCM
2017
Park Capital Management
Wisconsin
$207K -$13.7K -13 -6%
CG
2018
Clifford Group
Massachusetts
$206K -$28.4K -27 -11%
CD
2019
Chapin Davis
Maryland
$206K -$8.42K -8 -4%
BRIA
2020
Balanced Rock Investment Advisors
Massachusetts
$206K -$5.26K -5 -2%
GHAM
2021
Gilman Hill Asset Management
Connecticut
$206K – – –
SAM
2022
Simplify Asset Management
Nevada
$206K +$225K +214 New
NRG
2023
Nemes Rush Group
Michigan
$205K +$4.21K +4 +2%
ME
2024
McIlrath & Eck
Washington
$205K +$1.05K +1 +0.5%
FDS
2025
Freedom Day Solutions
Texas
$205K -$8.42K -8 -4%
79 80
81
82 83