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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1476
Mascoma Wealth Management
New Hampshire
$36.6K -$5.3K -60 -13%
HFS
1477
Hantz Financial Services
Michigan
$36K -$6.63K -75 -15%
IGWM
1478
ICA Group Wealth Management
Colorado
$35.5K +$88 +1 +0.2%
AI
1479
AXS Investments
New York
$35.2K +$1.32K +15 +4%
RWM
1480
Ruedi Wealth Management
Illinois
$32.9K – – –
IBOK
1481
Independence Bank of Kentucky
Kentucky
$32.5K – – –
AWM
1482
Ameliora Wealth Management
Switzerland
$30.7K – – –
AWM
1483
AllSquare Wealth Management
New York
$30.4K – – –
WB
1484
Webster Bank
Connecticut
$30.3K -$37.5K -425 -55%
CAM
1485
Chesapeake Asset Management
New York
$28.2K +$28.4K +321 New
SIC
1486
SJS Investment Consulting
Ohio
$28.1K -$177 -2 -0.6%
CNBTD
1487
Citizens National Bank Trust Department
Mississippi
$26.4K – – –
KC
1488
Knuff & Co
California
$26.4K – – –
TFP
1489
Tilia Fiduciary Partners
North Carolina
$25.8K – – –
TC
1490
Tacita Capital
Ontario, Canada
$25K -$20.8K -235 -45%
KFS
1491
Kelly Financial Services
Massachusetts
$24.9K – – –
WAM
1492
WFA Asset Management
Wisconsin
$24.6K -$25K -283 -50%
JWM
1493
Janiczek Wealth Management
Colorado
$24.3K -$35.6K -403 -59%
C
1494
Covestor
United Kingdom
$24K -$222K -2,509 -90%
CWAF
1495
Core Wealth Advisors (Florida)
Florida
$23.3K – – –
AIC
1496
Ayalon Insurance Company
Israel
$23K – – –
HFM
1497
Hartford Financial Management
Connecticut
$21.2K +$265 +3 +1%
FMTCOCP
1498
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K – – –
WAS
1499
Winch Advisory Services
Wisconsin
$21K +$177 +2 +0.9%
QC
1500
Quent Capital
New York
$20.7K +$177 +2 +0.9%
58 59
60
61 62