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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1501
Versant Capital Management
Arizona
$15.6K +$518 +6 +3%
WPWM
1502
Western Pacific Wealth Management
Illinois
$15.6K – – –
TCM
1503
TD Capital Management
Tennessee
$15.5K +$173 +2 +1%
MAWCM
1504
Mine & Arao Wealth Creation & Management
California
$15.4K +$17.9K +207 New
CB
1505
Community Bank
New York
$14.8K -$259 -3 -1%
CSPAM
1506
Cary Street Partners Asset Management
Virginia
$14.8K – – –
WAM
1507
Worth Asset Management
Texas
$14.8K – – –
HFM
1508
Harvest Fund Management
China
$14K -$448K -5,186 -96%
BC
1509
Belmont Capital
California
$14K +$1.73K +20 +12%
PB
1510
Pinnacle Bancorp
Nebraska
$14K +$4.75K +55 +43%
FFA
1511
Farther Finance Advisors
California
$13.7K +$15.9K +184 New
RCM
1512
Raleigh Capital Management
North Carolina
$13.4K -$518 -6 -3%
RTC
1513
Riverview Trust Company
Washington
$12K +$14.3K +166 New
TCOV
1514
Trust Company of Vermont
Vermont
$11.1K -$17.3K -200 -57%
HDIM
1515
Hanson & Doremus Investment Management
Vermont
$11K – – –
TFA
1516
Toth Financial Advisory
Virginia
$10.4K -$1.29K -15 -10%
FA
1517
Fiduciary Alliance
South Carolina
$10.3K +$12K +139 New
ZB
1518
Zions Bancorporation
Utah
$10.2K -$117K -1,350 -91%
CT
1519
Clearstead Trust
Maine
$9K – – –
BCM
1520
Bourgeon Capital Management
Connecticut
$8.61K – – –
RFS
1521
Retirement Financial Solutions
Tennessee
$8.3K +$9.67K +112 New
GWMI
1522
Guardian Wealth Management (Illinois)
Illinois
$8.28K -$518 -6 -5%
PWMG
1523
Prestige Wealth Management Group
New Jersey
$7.94K – – –
DI
1524
Disciplined Investments
Oklahoma
$7.86K -$13.8K -160 -60%
JGIA
1525
Jackson Grant Investment Advisers
Connecticut
$7.73K -$3.28K -38 -27%
59 60
61
62 63