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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
501
Krilogy Financial
Missouri
$14K +$13.2K +507 New
WAS
502
WESPAC Advisors SoCal
California
$13.5K – – –
GEA
503
Glen Eagle Advisors
New Jersey
$13.5K +$13K +500 New
LYV
504
Live Your Vision
Pennsylvania
$12K +$130 +5 +1%
ANBT
505
American National Bank & Trust
Texas
$11K – – –
RFWA
506
RPg Family Wealth Advisory
Massachusetts
$10.2K +$9.81K +378 New
APSP
507
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K – – –
EWM
508
Endurance Wealth Management
Rhode Island
$9K – – –
PFS
509
Physicians Financial Services
North Carolina
$9K – – –
LA
510
Legacy Advisors
Pennsylvania
$9K +$9.08K +350 New
LWM
511
LBA Wealth Management
Florida
$8K -$50.1K -1,930 -87%
JAM
512
Jolley Asset Management
North Carolina
$8K +$7.79K +300 New
CFD
513
Creative Financial Designs
Indiana
$7K +$6.49K +250 New
RFA
514
Reilly Financial Advisors
California
$6K – – –
SQA
515
Simon Quick Advisors
New Jersey
$6K +$5.66K +218 New
IP
516
Isthmus Partners
Wisconsin
$6K +$5.84K +225 New
HDIM
517
Hanson & Doremus Investment Management
Vermont
$5.41K – – –
BC
518
Bartlett & Co
Ohio
$5K -$280K -10,800 -98%
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
AOWM
520
Alpha Omega Wealth Management
Virginia
$5K +$5.19K +200 New
CHP
521
Cable Hill Partners
Oregon
$4K -$24.7K -950 -86%
ARMC
522
American Research & Management Company
Massachusetts
$3K – – –
CB
523
Community Bank
New York
$3K – – –
DAM
524
Delta Asset Management
Tennessee
$3K +$52 +2 +2%
WAS
525
Winch Advisory Services
Wisconsin
$3K +$52 +2 +2%
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