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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
776
Investors Research Corp
Georgia
$39K – – –
TF
777
TimeScale Financial
Massachusetts
$38K – – –
CI
778
Cooper Investors
Australia
$35.6K +$35.5K +728 New
AWMS
779
Advocacy Wealth Management Services
Georgia
$34K – – –
RFA
780
Reilly Financial Advisors
California
$34K +$17.9K +367 +113%
TWA
781
TCI Wealth Advisors
Arizona
$32K +$31.7K +650 New
SIS
782
Sound Income Strategies
Florida
$31K -$4.73K -97 -13%
LWCFA
783
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K – – –
HFM
784
Hartford Financial Management
Connecticut
$30K +$29.6K +607 New
EAM
785
Erste Asset Management
Austria
$29.3K – – –
FFC
786
First Financial Corp
Indiana
$29K – – –
LWA
787
Lenox Wealth Advisors
New York
$28K +$28.2K +578 New
CCMW
788
Cypress Capital Management (Wyoming)
Wyoming
$27K – – –
PMFA
789
Plante Moran Financial Advisors
Michigan
$27K +$26.8K +549 New
GWA
790
Guidant Wealth Advisors
Illinois
$26K – – –
BWA
791
Burt Wealth Advisors
Maryland
$26K +$25.8K +530 New
CAL
792
Capital Advisors Ltd
Ohio
$24K +$24.4K +500 New
TCOV
793
Trust Company of Vermont
Vermont
$21K – – –
VCM
794
Vigilant Capital Management
Maine
$21K +$20.7K +425 New
QAM
795
QCI Asset Management
New York
$20K -$4.88K -100 -20%
TIM
796
Tortoise Investment Management
New York
$20K – – –
GWMIA
797
Global Wealth Management Investment Advisory
Florida
$20K +$9.75K +200 +100%
FIA
798
FNY Investment Advisers
New York
$20K +$20.5K +420 New
FHA
799
First Horizon Advisors
Tennessee
$20K +$20.7K +425 New
EW
800
Evoke Wealth
California
$19.5K +$19.5K +400 New
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