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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
1526
WFA of San Diego
California
$20K +$24K +222 New
HFS
1527
Heritage Financial Services
Massachusetts
$20K +$24.1K +223 New
MAWCM
1528
Mine & Arao Wealth Creation & Management
California
$19K – – –
TC
1529
Trust Company
Kansas
$19K – – –
WPWM
1530
Western Pacific Wealth Management
Illinois
$19K – – –
DMKJ
1531
David M. Knott Jr
$19K +$22.7K +210 New
ANBT
1532
American National Bank & Trust
Texas
$18K – – –
CB
1533
Community Bank
New York
$18K – – –
EI
1534
Ellevest Inc
New York
$18K +$11.4K +106 +110%
BIA
1535
Bell Investment Advisors
California
$18K +$21.2K +196 New
HR
1536
Howe & Rusling
New York
$18K +$21.6K +200 New
RCM
1537
Raleigh Capital Management
North Carolina
$17K -$3.24K -30 -14%
WAS
1538
Winch Advisory Services
Wisconsin
$17K – – –
DI
1539
Disciplined Investments
Oklahoma
$17K +$3.24K +30 +19%
RTC
1540
Riverview Trust Company
Washington
$16K -$28.2K -261 -60%
VCM
1541
Versant Capital Management
Arizona
$16K -$540 -5 -3%
HDIM
1542
Hanson & Doremus Investment Management
Vermont
$14K – – –
TCOV
1543
Trust Company of Vermont
Vermont
$14K +$16.2K +150 New
JGIA
1544
Jackson Grant Investment Advisers
Connecticut
$13K – – –
PB
1545
Pinnacle Bancorp
Nebraska
$12K – – –
TFGT
1546
TS Financial Group (TSFG)
Illinois
$12K +$216 +2 +2%
BI
1547
Bramshill Investments
Florida
$12K +$11.3K +105 New
BCM
1548
Bourgeon Capital Management
Connecticut
$11K – – –
CTB
1549
Country Trust Bank
Illinois
$11K – – –
GWMI
1550
Guardian Wealth Management (Illinois)
Illinois
$11K +$216 +2 +2%
60 61
62
63 64