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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
651
Polaris Wealth Advisory Group
California
$13K +$13.6K +400 New
SFA
652
Spectrum Financial Alliance
Kentucky
$12K +$13.6K +400 New
EWM
653
Endurance Wealth Management
Rhode Island
$11K – – –
HT
654
Heritage Trust
Oklahoma
$11K – – –
LA
655
Legacy Advisors
Pennsylvania
$11K – – –
ML
656
McAdam LLC
Pennsylvania
$11K +$11.8K +347 New
JAM
657
Jolley Asset Management
North Carolina
$10K – – –
WAS
658
Winch Advisory Services
Wisconsin
$8K +$4.84K +142 +126%
FMII
659
Farmers & Merchants Investments Inc
Nebraska
$8K +$8.52K +250 New
IP
660
Isthmus Partners
Wisconsin
$7K – – –
PCG
661
Private Capital Group
Connecticut
$7K +$2.05K +60 +38%
PCTC
662
Perkins Coie Trust Company
Washington
$7K +$7.6K +223 New
TCM
663
Tradewinds Capital Management
Washington
$6K -$6.82K -200 Closed
SFG
664
SevenBridge Financial Group
Pennsylvania
$6K -$4.09K -120 -41%
AOWM
665
Alpha Omega Wealth Management
Virginia
$6K – – –
ADL
666
Asset Dedication LLC
California
$6K – – –
PMFA
667
Plante Moran Financial Advisors
Michigan
$6K – – –
TCOV
668
Trust Company of Vermont
Vermont
$6K – – –
CPA
669
Clear Perspective Advisors
Illinois
$6K +$6.82K +200 New
DBT
670
Dubuque Bank & Trust
Iowa
$6K +$6.82K +200 New
PGWM
671
Parisi Gray Wealth Management
New Jersey
$4K +$102 +3 +2%
ARMC
672
American Research & Management Company
Massachusetts
$3K – – –
CB
673
Community Bank
New York
$3K – – –
EWM
674
Edge Wealth Management
New York
$3K +$3.41K +100 New
FMP
675
Financial Management Professionals
Texas
$2K – – –
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