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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1976
Transamerica Financial Advisors
Florida
$41.8K +$13.7K +114 +48%
SG
1977
Sankala Group
Colorado
$41.6K – – –
CNBTD
1978
Citizens National Bank Trust Department
Mississippi
$41.4K – – –
WETS
1979
Wealth Enhancement Trust Services
South Dakota
$39.4K – – –
RBC
1980
Roble Belko & Company
Pennsylvania
$39K – – –
DFA
1981
DHJJ Financial Advisors
Illinois
$37.9K – – –
WAG
1982
Wilkerson Advisory Group
Missouri
$37.9K +$5.05K +42 +15%
TSMHT
1983
Thurston Springer Miller Herd & Titak
Indiana
$37.5K -$3.96K -33 -9%
PF
1984
PlanVest Financial
Maryland
$37.3K – – –
SCM
1985
Silvant Capital Management
Georgia
$37.1K – – –
DAM
1986
Delta Asset Management
Tennessee
$35.9K -$91.3K -760 -71%
PB
1987
Prosperity Bancshares
Texas
$35.4K +$1.68K +14 +5%
CVM
1988
Cheviot Value Management
California
$35.3K – – –
SHIM
1989
Stone House Investment Management
Pennsylvania
$35.2K +$240 +2 +0.7%
EP
1990
Essential Partners
California
$34.6K -$21.3K -177 -38%
GIM
1991
Gold Investment Management
Alberta, Canada
$34.1K -$67.3K -560 -66%
RFS
1992
Richardson Financial Services
Massachusetts
$34.1K – – –
KAS
1993
Kemnay Advisory Services
New York
$33.7K +$2.88K +24 +9%
BC
1994
Barrett & Company
Rhode Island
$33.5K -$1.8K -15 -5%
UCB
1995
United Community Bank
South Carolina
$33.2K -$8.89K -74 -21%
WA
1996
WPG Advisers
Maryland
$32.8K +$1.32K +11 +4%
AWA
1997
Acumen Wealth Advisors
Tennessee
$32.8K +$17.4K +145 +108%
RC
1998
Rexford Capital
Texas
$32.6K – – –
GWS
1999
Greykasell Wealth Strategies
California
$31.6K -$174K -1,452 -84%
VFM
2000
Vision Financial Markets
Connecticut
$31.5K +$360 +3 +1%
78 79
80
81 82