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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1451
Mascoma Wealth Management
New Hampshire
$39K – – –
TAM
1452
Tucker Asset Management
Colorado
$38.3K – – –
LS
1453
Leelyn Smith
Illinois
$36K -$54.7K -565 -57%
MPWT
1454
MassMutual Private Wealth & Trust
Connecticut
$36K +$6.68K +69 +19%
TIM
1455
Tortoise Investment Management
New York
$35K -$3K -31 -7%
JWM
1456
Janiczek Wealth Management
Colorado
$35K – – –
CA
1457
Crewe Advisors
Utah
$35K +$15.5K +160 +63%
EI
1458
Ellevest Inc
New York
$35K +$21.1K +218 +108%
OPW
1459
Oxler Private Wealth
New York
$32.3K +$387 +4 +1%
KFP
1460
KB Financial Partners
New Jersey
$31K -$16.7K -172 -31%
IBOK
1461
Independence Bank of Kentucky
Kentucky
$31K +$5.33K +55 +17%
FFC
1462
First Financial Corp
Indiana
$31K +$24.2K +250 +205%
PI
1463
PineBridge Investments
New York
$30K -$2.28M -23,571 -99%
TFP
1464
Tilia Fiduciary Partners
North Carolina
$30K – – –
TCOV
1465
Trust Company of Vermont
Vermont
$30K +$19.4K +200 +133%
AWM
1466
AllSquare Wealth Management
New York
$29K – – –
AWM
1467
Ameliora Wealth Management
Switzerland
$29K +$33.9K +350 New
HH
1468
HWG Holdings
Texas
$28K +$32.2K +332 New
SIC
1469
SJS Investment Consulting
Ohio
$26K +$30K +310 New
M1FG
1470
Mach-1 Financial Group
Arkansas
$25K -$22.8K -235 -44%
CNBTD
1471
Citizens National Bank Trust Department
Mississippi
$25K – – –
HR
1472
Howe & Rusling
New York
$25K +$9.69K +100 +50%
AWM
1473
Abound Wealth Management
Tennessee
$23.9K +$27.7K +286 New
KFS
1474
Kelly Financial Services
Massachusetts
$23.7K – – –
DWP
1475
Destiny Wealth Partners
Florida
$23K – – –
57 58
59
60 61