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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1176
Salem Investment Counselors
North Carolina
$15K – – –
SNT
1177
Security National Trust
West Virginia
$15K +$2.42K +35 +21%
IFAM
1178
Institutional & Family Asset Management
Colorado
$14K -$1.45K -21 -10%
SOW
1179
State of Wyoming
Wyoming
$13K +$11.7K +169 New
LCM
1180
Logan Capital Management
Pennsylvania
$12K +$10.7K +155 New
CFFP
1181
Center for Financial Planning
Michigan
$11K – – –
SQA
1182
Simon Quick Advisors
New Jersey
$11K – – –
TCOV
1183
Trust Company of Vermont
Vermont
$11K – – –
MAM
1184
Meeder Asset Management
Ohio
$11K +$2.42K +35 +32%
TFS
1185
TrustCore Financial Services
Tennessee
$11K +$10.4K +150 New
JGIA
1186
Jackson Grant Investment Advisers
Connecticut
$10K -$897 -13 -8%
SL
1187
Savior LLC
Massachusetts
$10K – – –
ZB
1188
Zions Bancorporation
Utah
$9K – – –
TFGT
1189
TS Financial Group (TSFG)
Illinois
$9K +$138 +2 +2%
BCM
1190
Bourgeon Capital Management
Connecticut
$9K +$828 +12 +12%
QCG
1191
Quadrant Capital Group
Ohio
$8K – – –
SJIM
1192
St. Johns Investment Management
Florida
$7K -$6.56K -95 -49%
FFC
1193
First Financial Corp
Indiana
$7K – – –
WAS
1194
Winch Advisory Services
Wisconsin
$7K +$69 +1 +1%
BCPWM
1195
Bradley & Co Private Wealth Management
Florida
$7K +$6.9K +100 New
MS
1196
Mizuho Securities
Japan
$6K -$552 -8 -9%
MCM
1197
MV Capital Management
Maryland
$6K – – –
SFP
1198
Sterling Financial Planning
New Jersey
$6K +$69 +1 +1%
PAM
1199
Panagora Asset Management
Massachusetts
$5K – – –
IRC
1200
Investors Research Corp
Georgia
$4K -$51.8K -750 -94%
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