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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
1976
Wood Tarver Financial Group
Idaho
$37.9K – – –
WF
1977
Wayfinding Financial
Washington
$36K +$42.7K +263 New
GC
1978
Garde Capital
Washington
$35.6K +$41.4K +255 New
CAM
1979
Chesapeake Asset Management
New York
$35.6K -$812 -5 -2%
VFM
1980
Vision Financial Markets
Connecticut
$35.2K +$40.9K +252 New
1M
1981
1248 Management
Missouri
$33.5K +$39K +240 New
BTC
1982
Bank & Trust Company
Illinois
$33.1K – – –
ATC
1983
Advantage Trust Company
Kansas
$32.1K – – –
Hantz Financial Services
1984
Hantz Financial Services
Michigan
$32K -$17K -105 -32%
TFM
1985
TFC Financial Management
Massachusetts
$31.6K +$1.95K +12 +6%
HFM
1986
Hartford Financial Management
Connecticut
$31.5K -$41.2K -254 -53%
MMCM
1987
Murphy & Mullick Capital Management
New York
$31.5K +$5.52K +34 +18%
CWM
1988
CarsonAllaria Wealth Management
Illinois
$31.1K – – –
Acadian Asset Management
1989
Acadian Asset Management
Massachusetts
$31K – – –
SCA
1990
Stuart Chaussee & Associates
California
$30.8K +$35.7K +220 New
DMKJ
1991
David M. Knott Jr
$29.4K – – –
TC
1992
Trust Company
Kansas
$29.4K – – –
BIA
1993
Bell Investment Advisors
California
$28.9K +$1.14K +7 +4%
RF
1994
Roxbury Financial
New Jersey
$28.5K +$325 +2 +1%
VBA
1995
von Borstel & Associates
Oregon
$28K +$32.6K +201 New
BCM
1996
Berbice Capital Management
New York
$28K – – –
CFP
1997
Comprehensive Financial Planning
Pennsylvania
$28K – – –
PFG
1998
Putney Financial Group
California
$28K – – –
AFS
1999
Anderson Financial Strategies
Ohio
$28K +$32.5K +200 New
WPA
2000
Wealth Preservation Advisors
Tennessee
$27.7K +$32.1K +198 New