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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1976
Carrera Capital Advisors
Michigan
$223K +$214K +191 New
ANBOT
1977
American National Bank of Texas
Texas
$222K +$212K +190 New
FWI
1978
Facet Wealth Inc
Maryland
$222K +$212K +190 New
FM
1979
Family Management
New York
$222K +$212K +190 New
SAM
1980
Summit Asset Management
Tennessee
$222K +$212K +190 New
TA
1981
TFB Advisors
Kansas
$222K -$57K -51 -22%
CCG
1982
Coastwise Capital Group
California
$221K +$211K +189 New
FTC
1983
Farmers Trust Company
Ohio
$220K -$27.9K -25 -12%
PWG
1984
Portside Wealth Group
Utah
$220K +$211K +189 New
TFIPS
1985
Towarzystwo Funduszy Inwestycyjnych PZU SA
$219K +$33.5K +30 +19%
SWM
1986
Seed Wealth Management
Illinois
$218K -$268K -240 -56%
PAM
1987
Paradigm Asset Management
New York
$218K – – –
WCM
1988
Whitener Capital Management
North Carolina
$218K +$209K +187 New
LC
1989
Landaas & Company
Wisconsin
$217K +$208K +186 New
RCG
1990
Ruane, Cunniff & Goldfarb
New York
$217K +$208K +186 New
RPGK
1991
Retirement Planning Group (Kansas)
Kansas
$217K +$208K +186 New
PFO
1992
PMG Family Office
Texas
$216K +$207K +185 New
QFA
1993
Quantum Financial Advisors
California
$215K +$206K +184 New
NCM
1994
Nelson Capital Management
California
$215K +$206K +184 New
PL
1995
Parthenon LLC
Kentucky
$215K +$206K +184 New
SFS
1996
Security Financial Services
Indiana
$215K +$206K +184 New
CAC
1997
Certified Advisory Corp
Florida
$214K +$205K +183 New
BDF
1998
Black Diamond Financial
Maryland
$214K +$205K +183 New
MAWCM
1999
Mine & Arao Wealth Creation & Management
California
$213K +$205K +183 New
SMWM
2000
Silvia McColl Wealth Management
California
$212K +$203K +182 New
78 79
80
81 82