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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1401
Bell Investment Advisors
California
$26K +$26.3K +227 New
CB
1402
Community Bank
New York
$24K – – –
MAWCM
1403
Mine & Arao Wealth Creation & Management
California
$24K – – –
TC
1404
Trust Company
Kansas
$24K – – –
ANBT
1405
American National Bank & Trust
Texas
$23K +$17.4K +150 +300%
AFS
1406
Annapolis Financial Services
Maryland
$23K +$23.2K +200 New
M
1407
MOTCO
Texas
$22K -$28.8K -248 -57%
VCM
1408
Versant Capital Management
Arizona
$21K -$28.4K -245 -58%
SNT
1409
Security National Trust
West Virginia
$19K – – –
HDIM
1410
Hanson & Doremus Investment Management
Vermont
$19K +$19K +164 New
CFFP
1411
Center for Financial Planning
Michigan
$17K – – –
SQA
1412
Simon Quick Advisors
New Jersey
$17K – – –
TFS
1413
TrustCore Financial Services
Tennessee
$17K – – –
JGIA
1414
Jackson Grant Investment Advisers
Connecticut
$16K – – –
WAS
1415
Winch Advisory Services
Wisconsin
$16K +$4.18K +36 +36%
SGAM
1416
Smith Group Asset Management
Texas
$15K – – –
IBOK
1417
Independence Bank of Kentucky
Kentucky
$15K +$14.5K +125 New
CG
1418
Cutler Group
California
$14K -$3.32M -28,636 -100%
TFGT
1419
TS Financial Group (TSFG)
Illinois
$14K +$116 +1 +0.8%
CTB
1420
Country Trust Bank
Illinois
$14K +$2.32K +20 +20%
IFAM
1421
Institutional & Family Asset Management
Colorado
$13K -$2.79K -24 -17%
BCM
1422
Bourgeon Capital Management
Connecticut
$13K – – –
MIM
1423
Macroview Investment Management
Maryland
$13K +$13.2K +114 New
ZB
1424
Zions Bancorporation
Utah
$12K -$1.16K -10 -9%
BU
1425
BBVA USA
Alabama
$12K – – –
55 56
57
58 59