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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1976
MCF Advisors
Kentucky
$120K -$87.8K -504 -42%
TLA
1977
Tanglewood Legacy Advisors
Texas
$119K +$697 +4 +0.6%
WPWM
1978
Western Pacific Wealth Management
Illinois
$119K +$3.48K +20 +3%
SIS
1979
Strategic Investment Solutions
Illinois
$118K – – –
HWM
1980
Hemington Wealth Management
Virginia
$117K +$17.1K +98 +17%
RAM
1981
Riggs Asset Management
Pennsylvania
$115K -$122K -700 -51%
CT
1982
Clearstead Trust
Maine
$113K – – –
WA
1983
WPG Advisers
Maryland
$112K +$113K +648 New
BONH
1984
Bank of New Hampshire
New Hampshire
$109K – – –
AT
1985
Avalon Trust
New Mexico
$109K – – –
SIC
1986
SJS Investment Consulting
Ohio
$109K +$3.83K +22 +4%
BCMLT
1987
Beacon Capital Management LLC (Tennessee)
Tennessee
$108K +$174 +1 +0.2%
CA
1988
Centerpoint Advisors
Massachusetts
$103K – – –
API
1989
Asset Planning Inc
California
$103K +$104K +597 New
SAS
1990
Stelac Advisory Services
New York
$102K +$103K +592 New
RDFA
1991
Ritter Daniher Financial Advisory
Ohio
$101K -$86.2K -495 -46%
FP
1992
Financial Perspectives
Minnesota
$96.6K – – –
TVWM
1993
Tower View Wealth Management
Wisconsin
$94.5K +$1.39K +8 +1%
WWP
1994
WR Wealth Planners
Missouri
$93.3K -$10.1K -58 -10%
BHWM
1995
Beaird Harris Wealth Management
Texas
$91.6K +$39.7K +228 +75%
IGAM
1996
iA Global Asset Management
Quebec, Canada
$88K +$89.4K +513 New
TCG
1997
Transcendent Capital Group
Oklahoma
$86.2K – – –
FDW
1998
Fourth Dimension Wealth
Ohio
$86.2K +$87.1K +500 New
HNW
1999
High Note Wealth
Minnesota
$82.8K +$83.6K +480 New
HFM
2000
Hartford Financial Management
Connecticut
$82.7K -$8.02K -46 -9%
78 79
80
81 82