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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
976
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K +$23.7K +451 New
SIAS
977
Shine Investment Advisory Services
Colorado
$26K +$24.5K +466 New
TIM
978
Tortoise Investment Management
New York
$23K – – –
AIL
979
AGF Investments LLC
Ontario, Canada
$23K +$13.9K +264 +193%
AWM
980
AllSquare Wealth Management
New York
$20K – – –
FWM
981
FSA Wealth Management
Massachusetts
$20K – – –
LFG
982
Larson Financial Group
Missouri
$20K +$18.5K +351 New
CCA
983
Column Capital Advisors
Indiana
$18K +$8.16K +155 +91%
TCM
984
Tradewinds Capital Management
Washington
$17K -$2.63K -50 -14%
AWM
985
Avior Wealth Management
Nebraska
$17K – – –
DTIM
986
Danda Trouve Investment Management
Kansas
$17K – – –
HFA
987
HC Financial Advisors
California
$17K – – –
KFS
988
Kelly Financial Services
Massachusetts
$17K – – –
AJ
989
Ashburton (Jersey)
Jersey
$16K -$87.7K -1,666 -86%
CAL
990
Capital Analysts LLC
Pennsylvania
$15K +$7.37K +140 +112%
FNBOSM
991
First National Bank of South Miami
Florida
$14K – – –
GCM
992
Gables Capital Management
Florida
$14K – – –
SWM
993
Selective Wealth Management
Virginia
$14K +$105 +2 +0.8%
VCM
994
Versant Capital Management
Arizona
$14K +$263 +5 +2%
LWM
995
Liberty Wealth Management
California
$14K +$9.32K +177 +281%
PCTC
996
Perkins Coie Trust Company
Washington
$13K – – –
PCA
997
Providence Capital Advisors
North Carolina
$13K +$105 +2 +0.9%
AIC
998
Archer Investment Corporation
Indiana
$12.5K – – –
IFAM
999
Institutional & Family Asset Management
Colorado
$12K -$145K -2,762 -93%
TC
1000
Trust Company
Kansas
$12K -$19.2K -365 -63%
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