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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
2001
BFSG LLC
California
$82.1K -$17.4K -100 -17%
MHR
2002
Matthew Hamilton Rosenberg
$80.9K +$14.8K +85 +22%
PP
2003
PFS Partners
New Jersey
$80.8K +$174 +1 +0.2%
WWM
2004
Wolff Wiese Magana
California
$80K -$9.93K -57 -11%
BBPWM
2005
Blue Bell Private Wealth Management
Pennsylvania
$79.7K -$1.22K -7 -1%
FFC
2006
First Financial Corp
Indiana
$77.8K – – –
VWWMG
2007
Vermillion & White Wealth Management Group
Pennsylvania
$74.5K – – –
CAS
2008
Coppell Advisory Solutions
Texas
$73.3K +$28.1K +161 +61%
OLVIG
2009
Oliver Lagore Vanvalin Investment Group
Michigan
$72.4K – – –
MEG
2010
Millstone Evans Group
Colorado
$71.9K +$72.7K +417 New
WI
2011
Wintrust Investments
Illinois
$70K -$128K -737 -64%
PB
2012
Pinnacle Bancorp
Nebraska
$69K – – –
KIM
2013
Kestra Investment Management
Texas
$66.3K +$67.1K +385 New
FWM
2014
FSA Wealth Management
Massachusetts
$65.6K -$13.9K -80 -17%
RTC
2015
Riverview Trust Company
Washington
$65.3K – – –
BFPW
2016
BOK Financial Private Wealth
Colorado
$65K +$2.61K +15 +4%
HBW
2017
Hazlett, Burt & Watson
West Virginia
$65K +$17.4K +100 +36%
RWM
2018
Ruedi Wealth Management
Illinois
$64.7K – – –
AA
2019
Addison Advisors
Vermont
$62.9K +$348 +2 +0.6%
CCA
2020
Catalyst Capital Advisors
New York
$62.6K -$14.1K -81 -18%
WCM
2021
WealthTrak Capital Management
Virginia
$61.2K +$61.9K +355 New
CNBTD
2022
Citizens National Bank Trust Department
Mississippi
$60.7K – – –
AGWCA
2023
Annis Gardner Whiting Capital Advisors
Florida
$60.3K – – –
AWM
2024
AllSquare Wealth Management
New York
$59.7K – – –
GKIM
2025
GW&K Investment Management
Massachusetts
$59K +$174 +1 +0.3%
79 80
81
82 83