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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2001
Salomon & Ludwin
Virginia
$25.2K – – –
CWM
2002
Centricity Wealth Management
Ohio
$24K – – –
SC
2003
Steph & Co
Wisconsin
$23.9K +$11.4K +70 +69%
POIA
2004
Pin Oak Investment Advisors
Texas
$23K – – –
CFS
2005
CGC Financial Services
Oregon
$22.6K – – –
HIMS
2006
Hager Investment Management Services
New Hampshire
$22.6K – – –
RI
2007
Ridgewood Investments
New Jersey
$22.6K – – –
AGWCA
2008
Annis Gardner Whiting Capital Advisors
Florida
$22.1K -$31.2K -192 -55%
CIAS
2009
CBIZ Investment Advisory Services
Ohio
$21.2K +$18K +111 +271%
CFD
2010
Creative Financial Designs
Indiana
$19.8K -$974 -6 -4%
HHGA
2011
Halbert Hargrove Global Advisors
California
$19.6K +$1.14K +7 +5%
RWM
2012
Raffa Wealth Management
District of Columbia
$18.6K – – –
GWMI
2013
Guardian Wealth Management (Illinois)
Illinois
$17.8K +$162 +1 +0.8%
VWA
2014
Valued Wealth Advisors
Utah
$17.6K – – –
MAS
2015
MPWM Advisory Solutions
Georgia
$17.6K – – –
HFS
2016
Hughes Financial Services
Virginia
$17.6K +$20K +123 New
DPW
2017
DiNuzzo Private Wealth
Pennsylvania
$16.9K +$162 +1 +0.8%
GAG
2018
Goodman Advisory Group
Massachusetts
$16.8K +$19.5K +120 New
QL
2019
Quarry LP
New York
$16.8K +$19.5K +120 New
CWP
2020
Concord Wealth Partners
Virginia
$16.6K – – –
ANBT
2021
American National Bank & Trust
Texas
$16.6K +$1.46K +9 +8%
NI
2022
NCP Inc
California
$15.7K – – –
NMG
2023
New Millennium Group
Utah
$15.7K +$1.46K +9 +9%
JGIA
2024
Jackson Grant Investment Advisers
Connecticut
$15.6K +$162 +1 +0.9%
PPA
2025
Painted Porch Advisors
California
$15.5K – – –
79 80
81
82 83