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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1976
Wealth Management Associates
New Jersey
$200K +$181K +191 New
RS
1977
Rakuten Securities
Japan
$199K -$151K -160 -46%
PAM
1978
Paradigm Asset Management
New York
$196K
CHC
1979
City Holding Co
West Virginia
$180K +$89.8K +95 +123%
SWA
1980
SOA Wealth Advisors
New York
$178K -$2.29M -2,420 -16%
DF
1981
Dunhill Financial
United Kingdom
$177K +$43.5K +46 +37%
GWP
1982
Gen-Wealth Partners
Michigan
$177K -$4.73K -5 -3%
SO
1983
Sierra Ocean
California
$173K +$4.73K +5 +3%
CCM
1984
Chilton Capital Management
Texas
$173K +$155K +164 +16,400%
PGAM
1985
Princeton Global Asset Management
New Jersey
$168K +$42.6K +45 +39%
TFIPS
1986
Towarzystwo Funduszy Inwestycyjnych PZU SA
$166K
DMBA
1987
Deseret Mutual Benefit Administrators
Utah
$158K
FFC
1988
First Financial Corp
Indiana
$156K -$103K -109 -42%
MYIA
1989
Mount Yale Investment Advisors
Colorado
$155K +$140K +148 New
FWA
1990
Flagship Wealth Advisors
Massachusetts
$154K +$31.2K +33 +29%
VT
1991
Volterra Technologies
New York
$153K +$138K +146 New
CB
1992
Centennial Bank
Arkansas
$152K +$10.4K +11 +8%
SL
1993
Salomon & Ludwin
Virginia
$152K -$2.84K -3 -2%
EPIME
1994
Evelyn Partners Investment Management (Europe)
$142K
FPB
1995
First PREMIER Bank
South Dakota
$140K +$12.3K +13 +11%
AWM
1996
Activest Wealth Management
Florida
$137K -$5.67K -6 -4%
TPWA
1997
Twin Peaks Wealth Advisors
California
$135K +$111K +117 New
PMFA
1998
Plante Moran Financial Advisors
Michigan
$133K +$34K +36 +40%
AF
1999
Alerus Financial
North Dakota
$132K +$119K +126 New
HWM
2000
Hemington Wealth Management
Virginia
$132K +$1.89K +2 +2%