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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
526
Pathstone Family Office
New Jersey
$167K +$157K +5,000 New
JFA
527
JNBA Financial Advisors
Minnesota
$138K – – –
ATC
528
Adirondack Trust Company
New York
$137K -$12.4K -395 -9%
OFW
529
Omnia Family Wealth
Florida
$134K +$627 +20 +0.5%
PAI
530
Pittenger & Anderson Inc
Nebraska
$133K – – –
AAP
531
Arax Advisory Partners
Colorado
$119K +$64.1K +2,044 +134%
FFC
532
First Financial Corp
Indiana
$117K -$15.7K -500 -13%
WEC
533
Winslow Evans & Crocker
Massachusetts
$117K +$1.57K +50 +1%
JCM
534
Jacobi Capital Management
Pennsylvania
$116K +$109K +3,484 New
CBT
535
Capital Bank & Trust
California
$111K +$104K +3,315 New
AIM
536
Advantage Investment Management
Iowa
$105K – – –
EA
537
Edge Advisors
Georgia
$101K -$471 -15 -0.5%
PA
538
Parallel Advisors
California
$100K – – –
NA
539
NewEdge Advisors
Louisiana
$99.6K +$93.8K +2,992 New
MFBTD
540
MB Financial Bank - Trust Department
Illinois
$96K – – –
QAM
541
QCI Asset Management
New York
$90K +$37.6K +1,200 +80%
KF
542
Krilogy Financial
Missouri
$88K +$67.2K +2,142 +422%
AIM
543
Anchor Investment Management
South Carolina
$85K – – –
WA
544
WealthTrust-Arizona
Arizona
$83K +$30.7K +980 +65%
LWM
545
Lenox Wealth Management
Ohio
$83K +$78.4K +2,500 New
BTIS
546
BB&T Investment Services
North Carolina
$74K -$345 -11 -0.5%
SFG
547
SevenBridge Financial Group
Pennsylvania
$70K – – –
TWA
548
TCI Wealth Advisors
Arizona
$69K -$69.8K -2,226 -52%
ST
549
Smithfield Trust
Pennsylvania
$67K – – –
TDC
550
Thompson Davis & Co
Virginia
$63K +$37.6K +1,200 +171%
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