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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
976
Shine Investment Advisory Services
Colorado
$24K – – –
LWANC
977
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K +$161 +3 +0.7%
SWM
978
Selective Wealth Management
Virginia
$24K +$10.8K +201 +80%
PFWA
979
Paces Ferry Wealth Advisors
Georgia
$24K +$24.4K +456 New
SIS
980
Sound Income Strategies
Florida
$22K -$15.9K -297 -41%
AIL
981
AGF Investments LLC
Ontario, Canada
$22K +$1.28K +24 +6%
TIM
982
Tortoise Investment Management
New York
$21K – – –
FQ
983
First Quadrant
California
$20K +$20.5K +383 New
MAM
984
Meeder Asset Management
Ohio
$20K +$20.9K +390 New
AWM
985
AllSquare Wealth Management
New York
$18K – – –
PFO
986
Pathstone Family Office
New Jersey
$18K +$18.6K +348 New
AJ
987
Ashburton (Jersey)
Jersey
$16K – – –
AWM
988
Avior Wealth Management
Nebraska
$16K – – –
HFA
989
HC Financial Advisors
California
$16K – – –
TCM
990
Tradewinds Capital Management
Washington
$16K – – –
HGWM
991
Harvest Group Wealth Management
Massachusetts
$16K +$5.41K +101 +50%
KFS
992
Kelly Financial Services
Massachusetts
$15.7K – – –
FHA
993
First Horizon Advisors
Tennessee
$14K -$21.2K -396 -59%
CAL
994
Capital Analysts LLC
Pennsylvania
$14K – – –
CWAF
995
Core Wealth Advisors (Florida)
Florida
$14K +$14.2K +265 New
GCM
996
Gables Capital Management
Florida
$13K – – –
LWM
997
Liberty Wealth Management
California
$13K – – –
VCM
998
Versant Capital Management
Arizona
$13K – – –
PCTC
999
Perkins Coie Trust Company
Washington
$12K – – –
PCA
1000
Providence Capital Advisors
North Carolina
$12K +$107 +2 +0.9%
38 39
40
41 42