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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1976
Wolff Wiese Magana
California
$64.5K
MEG
1977
Millstone Evans Group
Colorado
$62.4K
EWM
1978
Evolution Wealth Management
Florida
$61.2K +$56.2K +409 New
QPBE
1979
Quintet Private Bank (Europe)
Luxembourg
$59.8K -$27.5K -200 -33%
AA
1980
Addison Advisors
Vermont
$58K +$3.16K +23 +6%
GKIM
1981
GW&K Investment Management
Massachusetts
$57K -$2.75K -20 -5%
FWM
1982
FSA Wealth Management
Massachusetts
$56.9K
WCM
1983
WealthTrak Capital Management
Virginia
$54.4K -$137 -1 -0.3%
MWM
1984
MorganRosel Wealth Management
Colorado
$54.4K +$50K +364 New
CNBTD
1985
Citizens National Bank Trust Department
Mississippi
$52.7K
AWM
1986
AllSquare Wealth Management
New York
$51.8K
NRG
1987
Nemes Rush Group
Michigan
$50.8K +$550 +4 +1%
CVM
1988
Cheviot Value Management
California
$50.7K -$2.88K -21 -7%
DPW
1989
DiNuzzo Private Wealth
Pennsylvania
$50.4K +$29.7K +216 +179%
SHIM
1990
Stone House Investment Management
Pennsylvania
$50K -$28.2K -205 -38%
UCB
1991
United Community Bank
South Carolina
$48K +$35.7K +260 +426%
OLVIG
1992
Oliver Lagore Vanvalin Investment Group
Michigan
$47.8K +$47K +342 New
SCM
1993
Silvant Capital Management
Georgia
$47.1K
RF
1994
Rossby Financial
Florida
$47K +$962 +7 +2%
DFA
1995
DHJJ Financial Advisors
Illinois
$46.7K
RWM
1996
RMG Wealth Management
Wisconsin
$46.2K +$37K +269 New
WA
1997
WPG Advisers
Maryland
$45K +$2.88K +21 +8%
EPIMS
1998
Evelyn Partners Investment Management Services
$41.6K
TFGT
1999
TS Financial Group (TSFG)
Illinois
$40K
WTFG
2000
Wood Tarver Financial Group
Idaho
$40K