We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
1976
Chas P. Smith & Associates (CPS)
Florida
$219K
WTB
1977
Washington Trust Bank
Washington
$219K -$24.2K -23 -9%
MMHP
1978
Murphy Middleton Hinkle & Parker
Georgia
$219K +$240K +228 New
JTWM
1979
Jackson Thornton Wealth Management
Alabama
$219K +$230K +219 New
KWM
1980
Keebeck Wealth Management
Illinois
$218K -$99.9K -95 -30%
ODIJL
1981
One Day In July LLC
Vermont
$218K +$37.9K +36 +19%
MHWM
1982
Montz Harcus Wealth Management
Louisiana
$217K +$238K +226 New
MCM
1983
Mill Capital Management
North Carolina
$217K -$10.5K -10 -4%
SGK
1984
Steigerwald Gordon & Koch
Virginia
$217K -$15.8K -15 -6%
GAM
1985
Gould Asset Management
California
$217K
LP
1986
LMR Partners
United Kingdom
$217K +$238K +226 New
EA
1987
Enclave Advisors
Texas
$216K
SAP
1988
Strategic Advisory Partners
North Carolina
$216K
FFM
1989
Forum Financial Management
Illinois
$216K -$1.49M -1,418 -86%
OCM
1990
One Capital Management
California
$216K
CPL
1991
CAP Partners LLC
Tennessee
$215K
EPW
1992
Endeavor Private Wealth
Kansas
$214K
OAM
1993
Ostrum Asset Management
France
$214K -$1.41M -1,336 -86%
BPC
1994
Bearing Point Capital
Minnesota
$214K
SC
1995
Solstein Capital
California
$214K
WFA
1996
Websterrogers Financial Advisors
South Carolina
$214K +$4.21K +4 +2%
GS
1997
GWN Securities
Florida
$213K +$1.05K +1 +0.5%
SC
1998
Swan Capital
Florida
$213K
SWASL
1999
Spartan Wealth Advisory Services LLC
Michigan
$213K +$233K +221 New
CF
2000
Claris Financial
Virginia
$213K +$26.3K +25 +13%