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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
576
TrustCore Financial Services
Tennessee
$105K – – –
AIM
577
Anchor Investment Management
South Carolina
$104K +$23.9K +700 +27%
AIM
578
Advantage Investment Management
Iowa
$102K – – –
JFA
579
JNBA Financial Advisors
Minnesota
$101K -$34.1K -1,000 -24%
1IA
580
1834 Investment Advisors
Wisconsin
$96K – – –
PA
581
Parallel Advisors
California
$94K -$3.82K -112 -4%
ACA
582
Atlas Capital Advisors
Wyoming
$92.7K +$98.9K +2,900 New
MFBTD
583
MB Financial Bank - Trust Department
Illinois
$92K – – –
PO
584
Private Ocean
California
$92K +$81.8K +2,400 +480%
BFEC
585
Benjamin F. Edwards & Company
Missouri
$85K +$29.8K +875 +49%
RCAG
586
Rehmann Capital Advisory Group
Michigan
$79K +$84.8K +2,488 New
EA
587
Edge Advisors
Georgia
$78K +$3.38K +99 +4%
PFBT
588
Parkside Financial Bank & Trust
Missouri
$77K +$82.1K +2,408 New
WC
589
Whitney & Co
New York
$75K -$2.98M -87,530 -97%
BBHC
590
Brown Brothers Harriman & Co
New York
$75K -$30.7K -900 -28%
MFW
591
Mosaic Family Wealth
Missouri
$72K +$102 +3 +0.1%
RWA
592
Ropes Wealth Advisors
Massachusetts
$67K – – –
CAM
593
CenterStar Asset Management
Illinois
$66K – – –
PAI
594
Pittenger & Anderson Inc
Nebraska
$64K -$20.5K -600 -23%
ST
595
Smithfield Trust
Pennsylvania
$64K – – –
TWA
596
TCI Wealth Advisors
Arizona
$64K +$68.2K +2,000 New
WEC
597
Winslow Evans & Crocker
Massachusetts
$59.1K +$5.93K +174 +10%
BWL
598
Bogart Wealth LLC
Virginia
$59K -$2.11K -62 -3%
KCPG
599
Kavar Capital Partners Group
Kansas
$59K +$63.1K +1,850 New
MCM
600
Manchester Capital Management
Vermont
$52K – – –
22 23
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