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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1976
North Capital
Utah
$183K +$171 +1 +0.1%
DAM
1977
Delta Asset Management
Tennessee
$182K – – –
HWA
1978
Heartwood Wealth Advisors
Virginia
$178K +$178K +1,040 New
FFWM
1979
Future Financial Wealth Management
Ohio
$171K – – –
ICM
1980
Islay Capital Management
Texas
$171K – – –
SVCP
1981
Silicon Valley Capital Partners
California
$170K -$857 -5 -0.5%
APW
1982
Aventura Private Wealth
Florida
$170K +$7.88K +46 +5%
PWAM
1983
Private Wealth Asset Management
Iowa
$169K +$6K +35 +4%
MSG
1984
Main Street Group
Virginia
$169K – – –
FDCP
1985
Foster Dykema Cabot & Partners
Massachusetts
$162K – – –
JSAM
1986
J. Safra Asset Management
New York
$162K +$50.7K +296 +46%
FFO
1987
Fortitude Family Office
Arizona
$161K +$343 +2 +0.2%
TFIPS
1988
Towarzystwo Funduszy Inwestycyjnych PZU SA
$161K – – –
AT
1989
Arlington Trust
Alabama
$154K – – –
CAC
1990
Core Alternative Capital
Georgia
$153K -$2.93M -17,106 -95%
DCM
1991
Davis Capital Management
Florida
$151K +$151K +884 New
RFP
1992
Root Financial Partners
California
$150K +$150K +875 New
MA
1993
MCF Advisors
Kentucky
$148K +$6.17K +36 +4%
IUHSA
1994
Itau Unibanco Holding S.A.
Brazil
$147K -$5.48K -32 -4%
CBT
1995
Crews Bank & Trust
Florida
$146K +$4.28K +25 +3%
GIM
1996
Gold Investment Management
Alberta, Canada
$145K – – –
HFS
1997
Hantz Financial Services
Michigan
$143K +$43.5K +254 +44%
CB
1998
Centennial Bank
Arkansas
$142K – – –
TIM
1999
Tortoise Investment Management
New York
$139K +$1.37K +8 +1%
CCM
2000
Chilton Capital Management
Texas
$138K +$138K +805 New
78 79
80
81 82