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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1501
Tortoise Investment Management
New York
$42K +$5.94K +55 +14%
JWM
1502
Janiczek Wealth Management
Colorado
$42K +$44.1K +408 New
RA
1503
Rise Advisors
New York
$41K +$39.6K +367 +422%
TAM
1504
Tucker Asset Management
Colorado
$38.3K +$45.4K +420 New
PCG
1505
Private Capital Group
Connecticut
$36K -$12.3K -114 -22%
QCG
1506
Quadrant Capital Group
Ohio
$35K -$17.6K -163 -30%
HFA
1507
HC Financial Advisors
California
$35K +$12.2K +113 +42%
OPW
1508
Oxler Private Wealth
New York
$34.7K +$41K +380 New
MPWT
1509
MassMutual Private Wealth & Trust
Connecticut
$33K +$648 +6 +2%
TFP
1510
Tilia Fiduciary Partners
North Carolina
$33K +$38.2K +354 New
AWM
1511
AllSquare Wealth Management
New York
$32K – – –
IBOK
1512
Independence Bank of Kentucky
Kentucky
$29K – – –
BCMLT
1513
Beacon Capital Management LLC (Tennessee)
Tennessee
$28K – – –
CNBTD
1514
Citizens National Bank Trust Department
Mississippi
$27K – – –
KFS
1515
Kelly Financial Services
Massachusetts
$25.8K – – –
DWP
1516
Destiny Wealth Partners
Florida
$25K +$30.1K +279 New
AIC
1517
Ayalon Insurance Company
Israel
$24K -$148K -1,372 -84%
CWAF
1518
Core Wealth Advisors (Florida)
Florida
$24K – – –
PP
1519
PFS Partners
New Jersey
$23.1K +$108 +1 +0.4%
TFS
1520
TrustCore Financial Services
Tennessee
$23K +$10.9K +101 +67%
CA
1521
Crewe Advisors
Utah
$23K +$27.4K +254 New
AIC
1522
Archer Investment Corporation
Indiana
$22.1K – – –
HFM
1523
Hartford Financial Management
Connecticut
$21K +$324 +3 +1%
FCMT
1524
Founders Capital Management (Texas)
Texas
$21K +$25.2K +233 New
FMTCOCP
1525
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K +$23.4K +217 New
59 60
61
62 63