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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
501
Private Ocean
California
$14K – – –
WTC
502
WhitTier Trust Company
Nevada
$14K – – –
WTB
503
Washington Trust Bank
Washington
$14K +$3.96K +150 +43%
TFA
504
Transamerica Financial Advisors
Florida
$13K – – –
UFA
505
US Financial Advisors
Massachusetts
$11K -$31.7K -1,200 -75%
GBBWRPM
506
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K – – –
LWCFA
507
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
HR
508
Howe & Rusling
New York
$10K -$5.28K -200 -36%
EWM
509
Endurance Wealth Management
Rhode Island
$10K – – –
BFEC
510
Benjamin F. Edwards & Company
Missouri
$7K – – –
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
RFA
512
Reilly Financial Advisors
California
$6K – – –
GWS
513
Glassman Wealth Services
Virginia
$6K +$132 +5 +2%
AFIA
514
America First Investment Advisors
Nebraska
$6K +$5.28K +200 New
HDIM
515
Hanson & Doremus Investment Management
Vermont
$6K +$5.28K +200 New
KKAMG
516
Kernodle & Katon Asset Management Group
Arkansas
$5K -$72K -2,725 -94%
PMFA
517
Plante Moran Financial Advisors
Michigan
$4K -$2.38K -90 -36%
PFS
518
Physicians Financial Services
North Carolina
$4K – – –
ARMC
519
American Research & Management Company
Massachusetts
$3K – – –
MCM
520
Manchester Capital Management
Vermont
$3K – – –
WAS
521
Winch Advisory Services
Wisconsin
$3K – – –
DAM
522
Delta Asset Management
Tennessee
$3K +$79 +3 +3%
CHC
523
City Holding Co
West Virginia
$2K – – –
PSC
524
Prentiss Smith & Co
Vermont
$2K – – –
IF
525
Ironwood Financial
Arizona
$1K +$1.32K +50 New
19 20
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