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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Catamount Wealth Management
Connecticut
$18K -$351 -11 -2%
LWA
502
Lenox Wealth Advisors
New York
$17K -$351 -11 -2%
HR
503
Howe & Rusling
New York
$16K -$351 -11 -2%
ANBT
504
American National Bank & Trust
Texas
$15K -$319 -10 -2%
PO
505
Private Ocean
California
$15K -$319 -10 -2%
WTC
506
WhitTier Trust Company
Nevada
$15K -$319 -10 -2%
OC
507
Oakworth Capital
Alabama
$15K +$16.4K +515 New
TFA
508
Transamerica Financial Advisors
Florida
$14K -$6.79K -213 -32%
WAS
509
WESPAC Advisors SoCal
California
$14K +$15.9K +500 New
RPG
510
Risk Paradigm Group
Texas
$13.7K -$6.06K -190 -29%
LWCFA
511
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K -$255 -8 -2%
GBBWRPM
512
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K +$12.8K +400 New
HIIFS
513
Harel Insurance Investments & Financial Services
Israel
$12K +$12.8K +400 New
EWM
514
Endurance Wealth Management
Rhode Island
$10K +$11K +345 New
WTB
515
Washington Trust Bank
Washington
$10K +$11.2K +350 New
PMFA
516
Plante Moran Financial Advisors
Michigan
$7K -$38.6K -1,210 -83%
BFEC
517
Benjamin F. Edwards & Company
Missouri
$7K -$159 -5 -2%
RFA
518
Reilly Financial Advisors
California
$6K -$9.88K -310 -60%
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$6K -$128 -4 -2%
GWS
520
Glassman Wealth Services
Virginia
$6K -$32 -1 -0.4%
HIM
521
Hillsdale Investment Management
Ontario, Canada
$4K -$526K -16,511 -99%
PFS
522
Physicians Financial Services
North Carolina
$4K +$4.46K +140 New
ARMC
523
American Research & Management Company
Massachusetts
$3K -$64 -2 -2%
DAM
524
Delta Asset Management
Tennessee
$3K -$32 -1 -1%
WAS
525
Winch Advisory Services
Wisconsin
$3K -$32 -1 -0.9%
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