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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
576
Coastline Trust
Rhode Island
$3.41M +$220K +1,765 +7%
EFS
577
Essex Financial Services
Connecticut
$3.4M +$229K +1,831 +8%
GT
578
Glenmede Trust
Pennsylvania
$3.4M +$3.37K +27 +0.1%
WE
579
Wealth Effects
Massachusetts
$3.39M -$39.6K -317 -1%
RA
580
Rational Advisors
New York
$3.36M +$1.07M +8,600 +51%
TSS
581
Thomas Story & Son
Indiana
$3.36M -$31.2K -250 -1%
DCM
582
Dudley Capital Management
Virginia
$3.34M +$121K +971 +4%
CIA
583
Compass Ion Advisors
Pennsylvania
$3.34M +$23.4K +187 +0.7%
MFS
584
Mirabella Financial Services
United Kingdom
$3.33M +$3.17M +25,361 New
WA
585
Wambolt & Associates
Colorado
$3.33M +$1.04M +8,290 +48%
CTI
586
Community Trust & Investment
Kentucky
$3.33M -$41.6K -333 -1%
MSK
587
Melissa S. Kampmann
$3.3M +$400K +3,200 +15%
KFBMI
588
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.28M – – –
SYBT
589
Stock Yards Bank & Trust
Kentucky
$3.27M -$47.3K -379 -1%
AA
590
ALPS Advisors
Colorado
$3.26M -$65.6K -525 -2%
BBHC
591
Brown Brothers Harriman & Co
New York
$3.24M -$642K -5,141 -17%
RFA
592
Register Financial Advisors
Georgia
$3.22M -$123K -982 -4%
OA
593
Oxbow Advisors
Texas
$3.22M – – –
TF
594
Trek Financial
Arizona
$3.21M +$3.06M +24,463 New
JWCA
595
J.W. Cole Advisors
Florida
$3.21M +$262K +2,099 +9%
FT
596
Fiduciary Trust
Massachusetts
$3.21M +$706K +5,652 +30%
P
597
&Partners
Tennessee
$3.19M +$68.9K +552 +2%
1W
598
1776 Wealth
Georgia
$3.14M +$25K +200 +0.8%
AIM
599
Allen Investment Management
New York
$3.13M – – –
LNC
600
Lincoln National Corp
Pennsylvania
$3.12M -$77.8K -623 -3%
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