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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1101
Avior Wealth Management
Nebraska
$20K – – –
HFA
1102
HC Financial Advisors
California
$19K – – –
TCM
1103
Tradewinds Capital Management
Washington
$19K – – –
OPW
1104
Oxler Private Wealth
New York
$19K +$17.5K +300 New
KFS
1105
Kelly Financial Services
Massachusetts
$18.3K -$990 -17 -6%
AJ
1106
Ashburton (Jersey)
Jersey
$18K – – –
CWAF
1107
Core Wealth Advisors (Florida)
Florida
$17K – – –
FHA
1108
First Horizon Advisors
Tennessee
$17K – – –
LWM
1109
Liberty Wealth Management
California
$17K +$873 +15 +6%
GCM
1110
Gables Capital Management
Florida
$16K – – –
VCM
1111
Versant Capital Management
Arizona
$16K +$58 +1 +0.4%
PCA
1112
Providence Capital Advisors
North Carolina
$15K +$116 +2 +0.9%
AIC
1113
Archer Investment Corporation
Indiana
$14.3K – – –
IFAM
1114
Institutional & Family Asset Management
Colorado
$14K – – –
TC
1115
Trust Company
Kansas
$14K – – –
HFM
1116
Hartford Financial Management
Connecticut
$14K +$116 +2 +0.9%
MAWCM
1117
Mine & Arao Wealth Creation & Management
California
$13K – – –
SIC
1118
Salem Investment Counselors
North Carolina
$13K – – –
SJIM
1119
St. Johns Investment Management
Florida
$13K – – –
D
1120
Diversified
Delaware
$13K +$14K +241 New
CHC
1121
City Holding Co
West Virginia
$12K – – –
SNT
1122
Security National Trust
West Virginia
$11K – – –
CCA
1123
Childress Capital Advisors
Texas
$11K +$9.67K +166 New
CWM
1124
Curi Wealth Management
North Carolina
$11K +$9.9K +170 New
TCOV
1125
Trust Company of Vermont
Vermont
$10K – – –
43 44
45
46 47