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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
GC
1976
Garde Capital
Washington
$35.6K +$41.4K +255 New
CAM
1977
Chesapeake Asset Management
New York
$35.6K -$812 -5 -2%
VFM
1978
Vision Financial Markets
Connecticut
$35.2K +$40.9K +252 New
1M
1979
1248 Management
Missouri
$33.5K +$39K +240 New
BTC
1980
Bank & Trust Company
Illinois
$33.1K
ATC
1981
Advantage Trust Company
Kansas
$32.1K
HFS
1982
Hantz Financial Services
Michigan
$32K -$17K -105 -32%
TFM
1983
TFC Financial Management
Massachusetts
$31.6K +$1.95K +12 +6%
HFM
1984
Hartford Financial Management
Connecticut
$31.5K -$41.2K -254 -53%
MMCM
1985
Murphy & Mullick Capital Management
New York
$31.5K +$5.52K +34 +18%
CWM
1986
CarsonAllaria Wealth Management
Illinois
$31.1K
Acadian Asset Management
1987
Acadian Asset Management
Massachusetts
$31K
SCA
1988
Stuart Chaussee & Associates
California
$30.8K +$35.7K +220 New
DMKJ
1989
David M. Knott Jr
$29.4K
TC
1990
Trust Company
Kansas
$29.4K
BIA
1991
Bell Investment Advisors
California
$28.9K +$1.14K +7 +4%
RF
1992
Roxbury Financial
New Jersey
$28.5K +$325 +2 +1%
VBA
1993
von Borstel & Associates
Oregon
$28K +$32.6K +201 New
BCM
1994
Berbice Capital Management
New York
$28K
CFP
1995
Comprehensive Financial Planning
Pennsylvania
$28K
PFG
1996
Putney Financial Group
California
$28K
AFS
1997
Anderson Financial Strategies
Ohio
$28K +$32.5K +200 New
WPA
1998
Wealth Preservation Advisors
Tennessee
$27.7K +$32.1K +198 New
SL
1999
Salomon & Ludwin
Virginia
$25.2K
CWM
2000
Centricity Wealth Management
Ohio
$24K