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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PA
476
Perennial Advisors
New York
$30K +$28.5K +1,100 New
LWCFA
477
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
EWM
478
Edge Wealth Management
New York
$27K -$9.08K -350 -26%
WA
479
WealthTrust-Arizona
Arizona
$27K -$7.79K -300 -23%
GCM
480
Grisanti Capital Management
New York
$27K
RBC
481
Roble Belko & Company
Pennsylvania
$26K -$36.3K -1,400 -59%
FAN
482
Financial Advisors Network
California
$25K +$20.8K +800 New
BIG
483
Bellwether Investment Group
Tennessee
$20K +$19.5K +750 New
FCB
484
First Command Bank
Texas
$20K +$19.6K +757 New
FCFS
485
First Command Financial Services
Texas
$20K +$19.6K +757 New
AF
486
Arrow Financial
New York
$19K
CBT
487
Central Bank & Trust
Kentucky
$19K
OC
488
Oakworth Capital
Alabama
$19K
TDC
489
Thompson Davis & Co
Virginia
$19K
SWA
490
Sutton Wealth Advisors
Florida
$18.9K
CWM
491
Catamount Wealth Management
Connecticut
$16K
TSW
492
Thompson Siegel & Walmsley
Virginia
$16K
TCM
493
Trent Capital Management
North Carolina
$16K +$15.6K +600 New
BFEC
494
Benjamin F. Edwards & Company
Missouri
$15K +$4.33K +167 +41%
BWM
495
Baystate Wealth Management
Massachusetts
$15K +$13K +500 New
TCOV
496
Trust Company of Vermont
Vermont
$15K +$14.3K +550 New
FPB
497
First PREMIER Bank
South Dakota
$14K -$327K -12,585 -96%
BC
498
Barnett & Company
Tennessee
$14K
PO
499
Private Ocean
California
$14K
HFM
500
Hartford Financial Management
Connecticut
$14K +$182 +7 +1%