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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
951
PSI Advisors
Florida
$23K +$22K +425 New
KFS
952
Kelly Financial Services
Massachusetts
$22.4K +$5.19K +100 +33%
TIM
953
Tortoise Investment Management
New York
$22K – – –
MF
954
Manchester Financial
California
$22K +$20.2K +390 New
AWM
955
AllSquare Wealth Management
New York
$19K – – –
EWM
956
Endurance Wealth Management
Rhode Island
$19K – – –
TCM
957
Tradewinds Capital Management
Washington
$18K +$5.19K +100 +44%
SNT
958
Security National Trust
West Virginia
$18K +$8.14K +157 +95%
QAM
959
QCI Asset Management
New York
$17K -$5.19K -100 -25%
AWM
960
Avior Wealth Management
Nebraska
$17K – – –
SWM
961
Selective Wealth Management
Virginia
$14K +$104 +2 +0.8%
FNBOSM
962
First National Bank of South Miami
Florida
$14K +$13K +250 New
1NWS
963
1 North Wealth Services
Maryland
$13K – – –
GCM
964
Gables Capital Management
Florida
$13K – – –
POIA
965
Pin Oak Investment Advisors
Texas
$13K – – –
PCA
966
Providence Capital Advisors
North Carolina
$13K – – –
HFM
967
Hartford Financial Management
Connecticut
$12K -$20.4K -394 -65%
PCTC
968
Perkins Coie Trust Company
Washington
$12K – – –
AIC
969
Archer Investment Corporation
Indiana
$12K +$10.9K +210 New
TC
970
TownSquare Capital
Utah
$11K -$1.09M -21,042 -99%
ME
971
McIlrath & Eck
Washington
$11K – – –
SJIM
972
St. Johns Investment Management
Florida
$11K – – –
HGWM
973
Harvest Group Wealth Management
Massachusetts
$11K +$52 +1 +0.5%
PVH
974
Psagot Value Holdings
Israel
$11K +$10.4K +200 New
CHC
975
City Holding Co
West Virginia
$10K – – –
37 38
39
40 41