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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AB
1976
Atlas Brown
Kentucky
$207K -$33.4K -220 -14%
MAG
1977
Members Advisory Group
New York
$207K
PCM
1978
Prelude Capital Management
New York
$207K -$311K -2,049 -60%
FC
1979
Financial Consulate
Maryland
$207K
SI
1980
Sava Infond
Slovenia
$207K +$35K +230 +21%
GFPC
1981
Global Financial Private Client
Florida
$206K +$456 +3 +0.2%
VAF
1982
Values Added Financial
District of Columbia
$206K +$6.23K +41 +3%
EBA
1983
Eagle Bay Advisors
New York
$206K -$1.06K -7 -0.5%
AWM
1984
Aries Wealth Management
Maine
$205K
SSI
1985
Scott & Selber Inc
Texas
$205K
FL
1986
FreeGulliver LLC
Louisiana
$204K +$201K +1,325 New
FJWM
1987
Ferguson Johnson Wealth Management
Maryland
$204K +$201K +1,324 New
WI
1988
Wedgewood Investors
Pennsylvania
$203K
SIS
1989
Sound Income Strategies
Florida
$203K -$21.4K -141 -10%
CFO
1990
CVA Family Office
Colorado
$203K -$1.22K -8 -0.6%
NB
1991
NBT Bank
New York
$203K -$76.9K -506 -28%
DACG
1992
Donor Advised Charitable Giving
California
$202K
BA
1993
Bellwether Advisors
Nebraska
$202K -$944K -6,213 -83%
FI
1994
Finivi Inc
Massachusetts
$202K +$5.17K +34 +3%
HWM
1995
Hohimer Wealth Management
Washington
$202K +$152 +1 +0.1%
AT
1996
American Trust
Kentucky
$201K
EAN
1997
Excelsior Advisor Network
Colorado
$201K +$198K +1,306 New
SAW
1998
Signal Advisors Wealth
Michigan
$201K -$912 -6 -0.5%
BB
1999
Berkshire Bank
Massachusetts
$201K
CWP
2000
CFM Wealth Partners
Texas
$201K