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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
1976
First Financial Corp
Indiana
$45.9K +$1.2K +10 +3%
PCA
1977
Providence Capital Advisors
North Carolina
$45.9K +$46.9K +390 New
OP
1978
Oslo Pensjonsforsikring
$45.8K – – –
HBW
1979
Hazlett, Burt & Watson
West Virginia
$45K -$17.9K -149 -29%
C
1980
Covestor
United Kingdom
$45K -$14.2K -118 -24%
SEP
1981
Signature Equity Partners
Ohio
$45K +$29.6K +246 +181%
API
1982
Asset Planning Inc
California
$44.5K -$29.4K -245 -39%
BWA
1983
Basecamp Wealth Advisors
Washington
$44.5K -$22.9K -191 -34%
WA
1984
Westfuller Advisors
New York
$42.1K +$43K +358 New
TFA
1985
Transamerica Financial Advisors
Florida
$41.8K +$13.7K +114 +48%
SG
1986
Sankala Group
Colorado
$41.6K – – –
CNBTD
1987
Citizens National Bank Trust Department
Mississippi
$41.4K – – –
WETS
1988
Wealth Enhancement Trust Services
South Dakota
$39.4K – – –
RBC
1989
Roble Belko & Company
Pennsylvania
$39K – – –
DFA
1990
DHJJ Financial Advisors
Illinois
$37.9K – – –
WAG
1991
Wilkerson Advisory Group
Missouri
$37.9K +$5.05K +42 +15%
TSMHT
1992
Thurston Springer Miller Herd & Titak
Indiana
$37.5K -$3.96K -33 -9%
PF
1993
PlanVest Financial
Maryland
$37.3K – – –
SCM
1994
Silvant Capital Management
Georgia
$37.1K – – –
DAM
1995
Delta Asset Management
Tennessee
$35.9K -$91.3K -760 -71%
PB
1996
Prosperity Bancshares
Texas
$35.4K +$1.68K +14 +5%
CVM
1997
Cheviot Value Management
California
$35.3K – – –
SHIM
1998
Stone House Investment Management
Pennsylvania
$35.2K +$240 +2 +0.7%
EP
1999
Essential Partners
California
$34.6K -$21.3K -177 -38%
GIM
2000
Gold Investment Management
Alberta, Canada
$34.1K -$67.3K -560 -66%
78 79
80
81 82