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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2001
Orion Capital Management
California
$137K – – –
IAS
2002
IMA Advisory Services
Colorado
$136K +$39.4K +230 +41%
OP
2003
ORG Partners
Indiana
$134K +$25.7K +150 +24%
PMFA
2004
Plante Moran Financial Advisors
Michigan
$134K +$2.91K +17 +2%
PWA
2005
Provenance Wealth Advisors
Florida
$131K – – –
ADL
2006
Asset Dedication LLC
California
$129K – – –
APW
2007
Atlantic Private Wealth
North Carolina
$128K – – –
CTC
2008
Cetera Trust Company
Minnesota
$128K – – –
DI
2009
DAGCO Inc
Ohio
$128K – – –
VEA
2010
Virtus ETF Advisers
New York
$128K +$128K +750 New
Q
2011
QVR
California
$124K -$7.2K -42 -5%
FCAS
2012
First Command Advisory Services
Texas
$123K +$9.08K +53 +8%
ABWM
2013
Alpine Bank Wealth Management
Colorado
$123K +$15.4K +90 +14%
CHC
2014
City Holding Co
West Virginia
$122K – – –
TFM
2015
TFC Financial Management
Massachusetts
$121K +$85.7K +500 +238%
TLA
2016
Tanglewood Legacy Advisors
Texas
$120K +$857 +5 +0.7%
ME
2017
McIlrath & Eck
Washington
$120K – – –
WAM
2018
Wolverine Asset Management
Illinois
$120K – – –
MPM
2019
MBB Public Markets
Illinois
$119K -$173K -1,011 -59%
SIS
2020
Strategic Investment Solutions
Illinois
$118K – – –
PP
2021
Pingora Partners
Wyoming
$116K -$3.43K -20 -3%
MCM
2022
MV Capital Management
Maryland
$112K +$171 +1 +0.2%
PC
2023
Promus Capital
Illinois
$110K – – –
CT
2024
Clearstead Trust
Maine
$110K -$6.68K -39 -6%
HWM
2025
Hemington Wealth Management
Virginia
$110K -$15.8K -92 -12%
79 80
81
82 83