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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
1626
Mine & Arao Wealth Creation & Management
California
$26K – – –
WPWM
1627
Western Pacific Wealth Management
Illinois
$26K – – –
FA
1628
Financial Advantage
Maryland
$26K +$25.6K +210 New
ANBT
1629
American National Bank & Trust
Texas
$25K – – –
WAS
1630
Winch Advisory Services
Wisconsin
$24K – – –
VCM
1631
Versant Capital Management
Arizona
$23K – – –
WBC
1632
West Branch Capital
Massachusetts
$22K – – –
DI
1633
Disciplined Investments
Oklahoma
$20K +$488 +4 +3%
CFFP
1634
Center for Financial Planning
Michigan
$19K – – –
HDIM
1635
Hanson & Doremus Investment Management
Vermont
$19K – – –
TFS
1636
TrustCore Financial Services
Tennessee
$19K – – –
BAM
1637
Bellevue Asset Management
Washington
$19K +$17.8K +146 New
RBC
1638
Roble Belko & Company
Pennsylvania
$19K +$18.4K +151 New
JGIA
1639
Jackson Grant Investment Advisers
Connecticut
$18K – – –
TFGT
1640
TS Financial Group (TSFG)
Illinois
$16K +$244 +2 +2%
PB
1641
Pinnacle Bancorp
Nebraska
$16K +$15.6K +128 New
BCM
1642
Bourgeon Capital Management
Connecticut
$15K – – –
CTB
1643
Country Trust Bank
Illinois
$15K – – –
FFC
1644
First Financial Corp
Indiana
$15K – – –
GWMI
1645
Guardian Wealth Management (Illinois)
Illinois
$15K +$122 +1 +0.9%
MIM
1646
Macroview Investment Management
Maryland
$15K +$122 +1 +0.9%
GA
1647
GoalVest Advisory
New York
$15K +$14.4K +118 New
BCPWM
1648
Bradley & Co Private Wealth Management
Florida
$13K – – –
PA
1649
PSI Advisors
Florida
$13K – – –
SJIM
1650
St. Johns Investment Management
Florida
$13K – – –
64 65
66
67 68