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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
2001
Vision Financial Markets
Connecticut
$30K +$390 +3 +1%
KFA
2002
Kelleher Financial Advisors
New York
$29.9K – – –
BIA
2003
Bell Investment Advisors
California
$29.4K -$10.4K -80 -24%
1M
2004
1248 Management
Missouri
$27.7K -$381K -2,925 -92%
TFA
2005
Transamerica Financial Advisors
Florida
$27.6K +$15K +115 +92%
ATC
2006
Advantage Trust Company
Kansas
$26.4K – – –
WB
2007
Webster Bank
Connecticut
$25.9K -$27.8K -214 -49%
MHIP
2008
Mountain Hill Investment Partners
New Jersey
$25.3K +$15.6K +120 +120%
JWM
2009
JPL Wealth Management
Colorado
$24.7K +$28K +215 New
EF
2010
Entrust Financial
Pennsylvania
$24.4K +$260 +2 +1%
DMKJ
2011
David M. Knott Jr
$24.1K – – –
TWD
2012
True Wealth Design
Ohio
$23.3K +$18.2K +140 +222%
OWP
2013
ORG Wealth Partners
Texas
$23.2K +$7.55K +58 +40%
CWIG
2014
Chung Wu Investment Group
Texas
$23K -$168K -1,290 -87%
CFP
2015
Comprehensive Financial Planning
Pennsylvania
$23K -$4.16K -32 -14%
SA
2016
Scarborough Advisors
Maryland
$23K – – –
TFM
2017
TFC Financial Management
Massachusetts
$22.3K -$520 -4 -2%
NF
2018
Napier Financial
Massachusetts
$21.5K +$24.3K +187 New
SIM
2019
Synergy Investment Management
Florida
$21.3K +$24.1K +185 New
BC
2020
Bayforest Capital
United Kingdom
$21.3K +$24.1K +185 New
FFA
2021
Frazier Financial Advisors
Ohio
$21K +$23.8K +183 New
AFC
2022
Ares Financial Consulting
California
$21K – – –
BCM
2023
Boreal Capital Management
Florida
$20.7K +$130 +1 New
WFA
2024
West Financial Advisors
Iowa
$20.2K – – –
RWM
2025
RMG Wealth Management
Wisconsin
$20K – – –
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81
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