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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
901
Oakworth Capital
Alabama
$138K – – –
PA
902
Procyon Advisors
Connecticut
$137K – – –
MMG
903
Monetary Management Group
Missouri
$135K +$125K +2,381 New
AP
904
Arlington Partners
Alabama
$134K – – –
PO
905
Private Ocean
California
$132K – – –
SCA
906
Stonebridge Capital Advisors
Minnesota
$129K – – –
S
907
SignatureFD
Georgia
$125K +$24.5K +466 +27%
GWMIA
908
Global Wealth Management Investment Advisory
Florida
$124K +$14.3K +272 +14%
CIA
909
CSat Investment Advisory
Michigan
$114K +$106K +2,014 New
JFA
910
JNBA Financial Advisors
Minnesota
$108K – – –
BL
911
Balentine LLC
Georgia
$103K -$947 -18 -1%
M
912
MOTCO
Texas
$102K +$15.8K +300 +20%
SFG
913
Sowa Financial Group
Rhode Island
$99K – – –
CFN
914
Cordasco Financial Network
Florida
$99K +$684 +13 +0.8%
VRM
915
Vectors Research Management
New York
$99K +$52.6K +1,000 +133%
PA
916
Perennial Advisors
New York
$95K +$88.3K +1,677 New
EP
917
Eudaimonia Partners
Tennessee
$94K +$21.1K +400 +32%
RCG
918
Ruggie Capital Group
Florida
$93K +$632 +12 +0.7%
MCM
919
Manchester Capital Management
Vermont
$92K – – –
CTC
920
Central Trust Company
Missouri
$87K -$52.6K -1,000 -40%
SIA
921
SeaBridge Investment Advisors
New Jersey
$85K -$10.5K -200 -12%
RIM
922
Rockbridge Investment Management
New York
$84K +$78.3K +1,487 New
PCG
923
Private Capital Group
Connecticut
$83K +$6.26K +119 +9%
DAM
924
Delta Asset Management
Tennessee
$82K -$18.4K -350 -19%
BC
925
Bartlett & Co
Ohio
$81K +$31.5K +598 +72%
35 36
37
38 39