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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
476
Arrow Financial
New York
$18K – – –
CBT
477
Central Bank & Trust
Kentucky
$18K – – –
TDC
478
Thompson Davis & Co
Virginia
$18K – – –
SWA
479
Sutton Wealth Advisors
Florida
$17.9K – – –
TSW
480
Thompson Siegel & Walmsley
Virginia
$15K -$6.52K -247 -29%
CWM
481
Catamount Wealth Management
Connecticut
$15K – – –
KA
482
Klingman & Associates
New York
$13K – – –
PO
483
Private Ocean
California
$13K – – –
WTC
484
WhitTier Trust Company
Nevada
$13K – – –
HFM
485
Hartford Financial Management
Connecticut
$13K +$158 +6 +1%
BC
486
Barnett & Company
Tennessee
$13K +$13.2K +500 New
WAS
487
WESPAC Advisors SoCal
California
$12.8K – – –
LYV
488
Live Your Vision
Pennsylvania
$11K +$11.5K +435 New
ANBT
489
American National Bank & Trust
Texas
$10K -$2.64K -100 -20%
BFEC
490
Benjamin F. Edwards & Company
Missouri
$10K – – –
EWM
491
Endurance Wealth Management
Rhode Island
$9K – – –
HIIFS
492
Harel Insurance Investments & Financial Services
Israel
$8K – – –
PFS
493
Physicians Financial Services
North Carolina
$8K – – –
APSP
494
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K +$4.99K +189 +135%
PMFA
495
Plante Moran Financial Advisors
Michigan
$7K +$6.46K +245 +817%
EWM
496
Elite Wealth Management
Washington
$6K +$6.6K +250 New
AF
497
Allworth Financial
California
$5K – – –
FMII
498
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
HDIM
499
Hanson & Doremus Investment Management
Vermont
$5K – – –
RFA
500
Reilly Financial Advisors
California
$5K – – –
18 19
20
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