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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1076
Global Wealth Management Investment Advisory
Florida
$157K +$10.8K +156 +8%
O
1077
Ossiam
France
$156K +$144K +2,088 New
PO
1078
Private Ocean
California
$151K -$21.6K -313 -13%
GSAM
1079
Grant Street Asset Management
Pennsylvania
$147K +$46.5K +673 +52%
SCA
1080
Stonebridge Capital Advisors
Minnesota
$145K +$134K +1,947 New
JFA
1081
JNBA Financial Advisors
Minnesota
$143K – – –
MAM
1082
McCarthy Asset Management
California
$142K +$132K +1,907 New
WP
1083
WealthShield Partners
North Carolina
$128K +$119K +1,718 New
VCM
1084
Vigilant Capital Management
Maine
$127K – – –
BWM
1085
Baystate Wealth Management
Massachusetts
$124K +$35K +507 +44%
CAC
1086
Certified Advisory Corp
Florida
$124K +$115K +1,663 New
TPCW
1087
TD Private Client Wealth
New York
$123K +$15K +217 +15%
MCM
1088
Manchester Capital Management
Vermont
$121K -$4.49K -65 -4%
CB
1089
Community Bank
New York
$115K – – –
M
1090
MOTCO
Texas
$112K – – –
TF
1091
Tompkins Financial
New York
$112K – – –
CWC
1092
Carolinas Wealth Consulting
North Carolina
$111K +$11.6K +168 +13%
RIM
1093
Rockbridge Investment Management
New York
$109K -$2.42K -35 -2%
MAM
1094
Magellan Asset Management
Australia
$109K +$101K +1,462 New
HWA
1095
HHM Wealth Advisors
Tennessee
$104K – – –
WWM
1096
Wolff Wiese Magana
California
$98K +$2.76K +40 +3%
DAM
1097
Delta Asset Management
Tennessee
$95K -$8.63K -125 -9%
LS
1098
Leelyn Smith
Illinois
$89K – – –
DOA
1099
D'Orazio & Associates
Virginia
$87K +$57.5K +833 +252%
FBT
1100
First Bank & Trust
South Dakota
$83K +$14.4K +209 +23%
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