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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
1976
First PREMIER Bank
South Dakota
$114K +$118K +120 New
AWM
1977
Atticus Wealth Management
Florida
$114K – – –
STB
1978
S&T Bank
Pennsylvania
$113K -$76.4K -78 -40%
SCM
1979
Silvant Capital Management
Georgia
$113K – – –
SAM
1980
Sherman Asset Management
California
$111K – – –
GFPC
1981
Global Financial Private Client
Florida
$110K +$3.92K +4 +4%
PGAM
1982
Princeton Global Asset Management
New Jersey
$109K -$9.8K -10 -8%
DWA
1983
Dougherty Wealth Advisers
Minnesota
$108K – – –
BIA
1984
Bell Investment Advisors
California
$108K +$980 +1 +0.9%
FWA
1985
Flagship Wealth Advisors
Massachusetts
$108K +$98K +100 +714%
AG
1986
AmeriFlex Group
Nevada
$107K +$22.5K +23 +26%
OWA
1987
Opal Wealth Advisors
New York
$103K +$107K +109 New
CWM
1988
Centricity Wealth Management
Ohio
$103K – – –
SWIM
1989
Smallwood Wealth Investment Management
New Jersey
$103K +$107K +109 New
DAM
1990
Delta Asset Management
Tennessee
$101K – – –
AT
1991
Arlington Trust
Alabama
$99.4K -$5.88K -6 -5%
SHF
1992
Safe Harbor Fiduciary
Florida
$97.5K – – –
SIC
1993
Salem Investment Counselors
North Carolina
$96.5K -$106K -108 -51%
HNW
1994
High Note Wealth
Minnesota
$95.6K – – –
GCS
1995
Gordian Capital (Singapore)
Singapore
$94.7K +$98K +100 New
EWP
1996
Elevation Wealth Partners
California
$91.6K – – –
CB
1997
CNB Bank
Pennsylvania
$89K +$92.1K +94 New
FCT
1998
First Community Trust
Iowa
$87.1K +$90.2K +92 New
PMFA
1999
Plante Moran Financial Advisors
Michigan
$86.1K -$24.5K -25 -22%
FUBT
2000
First United Bank & Trust
Maryland
$85.2K +$88.2K +90 New
78 79
80
81 82