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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
2001
Kelleher Financial Advisors
New York
$29.9K – – –
BIA
2002
Bell Investment Advisors
California
$29.4K -$10.4K -80 -24%
1M
2003
1248 Management
Missouri
$27.7K -$381K -2,925 -92%
TFA
2004
Transamerica Financial Advisors
Florida
$27.6K +$15K +115 +92%
ATC
2005
Advantage Trust Company
Kansas
$26.4K – – –
WB
2006
Webster Bank
Connecticut
$25.9K -$27.8K -214 -49%
MHIP
2007
Mountain Hill Investment Partners
New Jersey
$25.3K +$15.6K +120 +120%
JWM
2008
JPL Wealth Management
Colorado
$24.7K +$28K +215 New
EF
2009
Entrust Financial
Pennsylvania
$24.4K +$260 +2 +1%
DMKJ
2010
David M. Knott Jr
$24.1K – – –
TWD
2011
True Wealth Design
Ohio
$23.3K +$18.2K +140 +222%
OWP
2012
ORG Wealth Partners
Texas
$23.2K +$7.55K +58 +40%
CWIG
2013
Chung Wu Investment Group
Texas
$23K -$168K -1,290 -87%
CFP
2014
Comprehensive Financial Planning
Pennsylvania
$23K -$4.16K -32 -14%
SA
2015
Scarborough Advisors
Maryland
$23K – – –
TFM
2016
TFC Financial Management
Massachusetts
$22.3K -$520 -4 -2%
NF
2017
Napier Financial
Massachusetts
$21.5K +$24.3K +187 New
SIM
2018
Synergy Investment Management
Florida
$21.3K +$24.1K +185 New
BC
2019
Bayforest Capital
United Kingdom
$21.3K +$24.1K +185 New
FFA
2020
Frazier Financial Advisors
Ohio
$21K +$23.8K +183 New
AFC
2021
Ares Financial Consulting
California
$21K – – –
BCM
2022
Boreal Capital Management
Florida
$20.7K +$130 +1 New
WFA
2023
West Financial Advisors
Iowa
$20.2K – – –
RWM
2024
RMG Wealth Management
Wisconsin
$20K – – –
CPG
2025
Cornerstone Planning Group
New Jersey
$19.6K +$2.86K +22 +16%
79 80
81
82 83