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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1501
Bristlecone Advisors
Washington
$327K -$19K -137 -6%
AA
1502
Aire Advisors
California
$326K -$4.44K -32 -1%
RT
1503
Rockland Trust
Massachusetts
$325K -$2.08K -15 -0.7%
AIA
1504
Alera Investment Advisors
Illinois
$325K +$49K +353 +20%
GWM
1505
GSB Wealth Management
Connecticut
$325K – – –
FCA
1506
FinTrust Capital Advisors
South Carolina
$324K -$29.4K -212 -9%
CWM
1507
Concentric Wealth Management
California
$324K -$33.3K -240 -10%
ABC
1508
Associated Banc-Corp
Wisconsin
$324K -$6.1K -44 -2%
OWA
1509
Outlook Wealth Advisors
Texas
$323K – – –
SFM
1510
Signet Financial Management
New Jersey
$323K +$277 +2 +0.1%
TBA
1511
Tower Bridge Advisors
Pennsylvania
$323K – – –
HCM
1512
Hutchinson Capital Management
California
$323K +$13.2K +95 +5%
CFGS
1513
Concourse Financial Group Securities
Alabama
$322K -$51.1K -368 -15%
BPCE
1514
Bank Pictet & Cie (Europe)
Germany
$322K – – –
TNBTD
1515
Trustmark National Bank Trust Department
Mississippi
$322K +$13.9K +100 +5%
PP
1516
PDS Planning
Ohio
$321K +$16.5K +119 +6%
BONST
1517
Bank of Nova Scotia Trust
Ontario, Canada
$319K – – –
AFA
1518
AA Financial Advisors
Ohio
$318K +$288K +2,078 New
TIA
1519
Traphagen Investment Advisors
New Jersey
$317K +$6.24K +45 +2%
FWM
1520
Fonville Wealth Management
Virginia
$317K +$30.4K +219 +12%
OCM
1521
Objective Capital Management
Ohio
$317K +$287K +2,070 New
CWS
1522
Confluence Wealth Services
Pennsylvania
$317K -$1.53K -11 -0.5%
ATFA
1523
All Terrain Financial Advisors
Minnesota
$316K +$1.67K +12 +0.6%
NHC
1524
Nicholas Hoffman & Company
Georgia
$316K – – –
CH
1525
Cromwell Holdings
Wyoming
$315K – – –
59 60
61
62 63