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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
2001
Richardson Financial Services
Massachusetts
$34.1K – – –
KAS
2002
Kemnay Advisory Services
New York
$33.7K +$2.88K +24 +9%
BC
2003
Barrett & Company
Rhode Island
$33.5K -$1.8K -15 -5%
UCB
2004
United Community Bank
South Carolina
$33.2K -$8.89K -74 -21%
WA
2005
WPG Advisers
Maryland
$32.8K +$1.32K +11 +4%
AWA
2006
Acumen Wealth Advisors
Tennessee
$32.8K +$17.4K +145 +108%
RC
2007
Rexford Capital
Texas
$32.6K – – –
GWS
2008
Greykasell Wealth Strategies
California
$31.6K -$174K -1,452 -84%
VFM
2009
Vision Financial Markets
Connecticut
$31.5K +$360 +3 +1%
WBC
2010
West Branch Capital
Massachusetts
$31.4K +$32K +266 +26,600%
TFGT
2011
TS Financial Group (TSFG)
Illinois
$31K – – –
BHWM
2012
Beaird Harris Wealth Management
Texas
$30.8K -$9.73K -81 -24%
BIA
2013
Bell Investment Advisors
California
$30.2K +$120 +1 +0.4%
NB
2014
NBH Bank
Colorado
$30.1K +$30.8K +256 New
AA
2015
Addison Advisors
Vermont
$29.7K -$11.1K -92 -27%
RCSA
2016
REYL & Cie S.A.
Switzerland
$29.5K +$30.8K +256 New
JWM
2017
JPL Wealth Management
Colorado
$29.2K +$3.96K +33 +15%
OAG
2018
Oakmont Advisory Group
New Mexico
$28.9K +$29.4K +245 New
SIM
2019
Synergy Investment Management
Florida
$27.4K +$5.05K +42 +23%
HFM
2020
Hartford Financial Management
Connecticut
$27.3K -$5.53K -46 -17%
ATC
2021
Advantage Trust Company
Kansas
$27.1K – – –
WB
2022
Webster Bank
Connecticut
$26.5K – – –
MHIP
2023
Mountain Hill Investment Partners
New Jersey
$25.9K – – –
SC
2024
Steph & Co
Wisconsin
$25.5K -$16.2K -135 -38%
WAU
2025
Wellington-Altus USA
Manitoba, Canada
$25.5K +$26.7K +222 New
79 80
81
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