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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
601
LS Investment Advisors
Michigan
$19K – – –
MCM
602
Mainstay Capital Management
Michigan
$19K +$19.5K +600 New
WCAMG
603
Woodard & Company Asset Management Group
North Carolina
$19K +$19.5K +600 New
BWM
604
Baystate Wealth Management
Massachusetts
$18K – – –
TC
605
Trust Company
Kansas
$18K – – –
AC
606
Avestar Capital
New York
$18K +$19K +583 New
OC
607
Oakworth Capital
Alabama
$17K -$6.51K -200 -27%
CWM
608
Catamount Wealth Management
Connecticut
$16K -$3.26K -100 -17%
PO
609
Private Ocean
California
$16K – – –
LYV
610
Live Your Vision
Pennsylvania
$16K +$195 +6 +1%
AFNAS
611
American Financial Network Advisory Services
California
$16K +$6.51K +200 +67%
DAM
612
Delta Asset Management
Tennessee
$14K +$10.2K +313 +270%
TIM
613
Tortoise Investment Management
New York
$13K -$26K -800 -67%
ANBT
614
American National Bank & Trust
Texas
$13K – – –
FHA
615
First Horizon Advisors
Tennessee
$13K +$13K +400 New
EWM
616
Endurance Wealth Management
Rhode Island
$11K – – –
HT
617
Heritage Trust
Oklahoma
$11K – – –
LA
618
Legacy Advisors
Pennsylvania
$11K – – –
JAM
619
Jolley Asset Management
North Carolina
$10K – – –
SFG
620
SevenBridge Financial Group
Pennsylvania
$9K -$39.1K -1,200 -80%
CT
621
Clearstead Trust
Maine
$8K +$1.95K +60 +30%
DOA
622
D'Orazio & Associates
Virginia
$7K – – –
IP
623
Isthmus Partners
Wisconsin
$7K – – –
RFA
624
Reilly Financial Advisors
California
$7K – – –
PCG
625
Private Capital Group
Connecticut
$7K +$5.08K +156 New
23 24
25
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