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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1976
REAP Financial Group
Texas
$118K +$56.8K +58 +87%
HWM
1977
Hemington Wealth Management
Virginia
$117K +$7.84K +8 +7%
DF
1978
Dunhill Financial
United Kingdom
$117K -$42.1K -43 -26%
FPB
1979
First PREMIER Bank
South Dakota
$114K +$118K +120 New
AWM
1980
Atticus Wealth Management
Florida
$114K – – –
STB
1981
S&T Bank
Pennsylvania
$113K -$76.4K -78 -40%
SCM
1982
Silvant Capital Management
Georgia
$113K – – –
SAM
1983
Sherman Asset Management
California
$111K – – –
GFPC
1984
Global Financial Private Client
Florida
$110K +$3.92K +4 +4%
PGAM
1985
Princeton Global Asset Management
New Jersey
$109K -$9.8K -10 -8%
DWA
1986
Dougherty Wealth Advisers
Minnesota
$108K – – –
BIA
1987
Bell Investment Advisors
California
$108K +$980 +1 +0.9%
FWA
1988
Flagship Wealth Advisors
Massachusetts
$108K +$98K +100 +714%
AG
1989
AmeriFlex Group
Nevada
$107K +$22.5K +23 +26%
OWA
1990
Opal Wealth Advisors
New York
$103K +$107K +109 New
CWM
1991
Centricity Wealth Management
Ohio
$103K – – –
SWIM
1992
Smallwood Wealth Investment Management
New Jersey
$103K +$107K +109 New
DAM
1993
Delta Asset Management
Tennessee
$101K – – –
AT
1994
Arlington Trust
Alabama
$99.4K -$5.88K -6 -5%
SHF
1995
Safe Harbor Fiduciary
Florida
$97.5K – – –
Salem Investment Counselors
1996
Salem Investment Counselors
North Carolina
$96.5K -$106K -108 -51%
HNW
1997
High Note Wealth
Minnesota
$95.6K – – –
GCS
1998
Gordian Capital (Singapore)
Singapore
$94.7K +$98K +100 New
EWP
1999
Elevation Wealth Partners
California
$91.6K – – –
CB
2000
CNB Bank
Pennsylvania
$89K +$92.1K +94 New