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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1976
Steph & Co
Wisconsin
$40.5K +$3.64K +28 +9%
TSMHT
1977
Thurston Springer Miller Herd & Titak
Indiana
$40.5K -$4.94K -38 -10%
AA
1978
Addison Advisors
Vermont
$39.6K -$5.86K -45 -12%
BHWM
1979
Beaird Harris Wealth Management
Texas
$39.4K -$11.6K -89 -21%
WETS
1980
Wealth Enhancement Trust Services
South Dakota
$38.5K -$20.2K -155 -32%
RBC
1981
Roble Belko & Company
Pennsylvania
$38K -$638K -4,900 -94%
PWMG
1982
Private Wealth Management Group
New Jersey
$37.1K +$1.82K +14 +5%
DFA
1983
DHJJ Financial Advisors
Illinois
$37K – – –
EWM
1984
Evolution Wealth Management
Florida
$36.6K – – –
PF
1985
PlanVest Financial
Maryland
$36.5K +$41.2K +317 New
SCM
1986
Silvant Capital Management
Georgia
$36.2K – – –
BC
1987
Barrett & Company
Rhode Island
$34.5K -$3.25K -25 -8%
CVM
1988
Cheviot Value Management
California
$34.5K – – –
SHIM
1989
Stone House Investment Management
Pennsylvania
$34.2K -$4.29K -33 -10%
RFS
1990
Richardson Financial Services
Massachusetts
$33.3K +$13K +100 +53%
PB
1991
Prosperity Bancshares
Texas
$33K +$37.1K +285 +14,250%
SG
1992
Sankala Group
Colorado
$32.3K – – –
WAG
1993
Wilkerson Advisory Group
Missouri
$32.2K +$18.7K +144 +106%
HFM
1994
Hartford Financial Management
Connecticut
$32K +$4.42K +34 +14%
RC
1995
Rexford Capital
Texas
$31.9K – – –
WA
1996
WPG Advisers
Maryland
$30.8K -$3.51K -27 -9%
TGY2IT
1997
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$30.8K +$34.9K +268 New
KAS
1998
Kemnay Advisory Services
New York
$30.1K -$3.77K -29 -10%
TFGT
1999
TS Financial Group (TSFG)
Illinois
$30K – – –
VFM
2000
Vision Financial Markets
Connecticut
$30K +$390 +3 +1%
78 79
80
81 82