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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1476
Ayalon Insurance Company
Israel
$22K – – –
CWAF
1477
Core Wealth Advisors (Florida)
Florida
$22K – – –
TFS
1478
TrustCore Financial Services
Tennessee
$22K +$968 +10 +4%
DI
1479
Disciplined Investments
Oklahoma
$22K +$7.65K +79 +42%
PP
1480
PFS Partners
New Jersey
$21.3K – – –
BCMLT
1481
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K – – –
BIA
1482
Bell Investment Advisors
California
$21K +$4.94K +51 +26%
QC
1483
Quent Capital
New York
$20K -$29K -299 -56%
FCMT
1484
Founders Capital Management (Texas)
Texas
$20K – – –
HFM
1485
Hartford Financial Management
Connecticut
$20K +$291 +3 +1%
ANBT
1486
American National Bank & Trust
Texas
$19K +$2.13K +22 +11%
DMKJ
1487
David M. Knott Jr
$18K – – –
TC
1488
Trust Company
Kansas
$18K – – –
MCM
1489
MV Capital Management
Maryland
$18K +$12.6K +130 +160%
EWA
1490
EverSource Wealth Advisors
Alabama
$17K -$53.8K -556 -73%
WAM
1491
Worth Asset Management
Texas
$17K -$35.2K -363 -64%
WPWM
1492
Western Pacific Wealth Management
Illinois
$17K – – –
CB
1493
Community Bank
New York
$17K +$291 +3 +2%
VCM
1494
Versant Capital Management
Arizona
$17K +$2.71K +28 +16%
CSPAM
1495
Cary Street Partners Asset Management
Virginia
$17K +$19.4K +200 New
TCM
1496
TD Capital Management
Tennessee
$17K +$20K +207 New
RCM
1497
Raleigh Capital Management
North Carolina
$16K – – –
CCM
1498
CAAS Capital Management
New York
$15K +$17.4K +180 New
BC
1499
Belmont Capital
California
$14K +$15.7K +162 New
WAS
1500
Winch Advisory Services
Wisconsin
$13K -$3.68K -38 -20%
58 59
60
61 62