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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BDS
626
Banco de Sabadell
Florida
$113K – – –
LPWM
627
Lake Point Wealth Management
Texas
$111K +$83.4K +2,500 New
CAM
628
Columbia Asset Management
Michigan
$111K +$106K +3,175 New
CGT
629
Capital Guardian Trust
California
$108K +$103K +3,085 New
LF
630
Lee Financial
Texas
$107K +$1.7K +51 +2%
PO
631
Private Ocean
California
$101K – – –
MFBTD
632
MB Financial Bank - Trust Department
Illinois
$100K – – –
EWM
633
Executive Wealth Management
Michigan
$98K -$40K -1,200 -30%
CAGAS
634
Capital Advisory Group Advisory Services
Minnesota
$98K – – –
S
635
SignatureFD
Georgia
$95K -$213K -6,392 -70%
PK
636
Pflug Koory
Nebraska
$95K – – –
QCIG
637
Quad-Cities Investment Group
Iowa
$94K -$39.4K -1,182 -31%
CTC
638
Central Trust Company
Missouri
$88K – – –
OC
639
Oakworth Capital
Alabama
$85K -$17.2K -515 -17%
PFBT
640
Parkside Financial Bank & Trust
Missouri
$84K – – –
WAP
641
Wealthcare Advisory Partners
Pennsylvania
$82K +$23.3K +699 +42%
RWA
642
Ropes Wealth Advisors
Massachusetts
$73K – – –
MFW
643
Mosaic Family Wealth
Missouri
$72K +$67 +2 +0.1%
TWA
644
TCI Wealth Advisors
Arizona
$71K +$1.14K +34 +2%
HIIFS
645
Harel Insurance Investments & Financial Services
Israel
$70K -$234K -7,000 -78%
PAI
646
Pittenger & Anderson Inc
Nebraska
$70K – – –
ST
647
Smithfield Trust
Pennsylvania
$70K – – –
WWM
648
Willingdon Wealth Management
North Carolina
$70K – – –
LC
649
Lindbrook Capital
California
$69K -$66.7K -2,000 -50%
ATC
650
Adirondack Trust Company
New York
$67K -$1.67K -50 -3%
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