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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
276
Rathbones Group
United Kingdom
$1.24M – – –
AWA
277
Arete Wealth Advisors
Illinois
$1.24M -$1.9M -58,330 -60%
WIM
278
Westside Investment Management
California
$1.24M +$1.63K +50 +0.1%
IP
279
Intellectus Partners
California
$1.23M +$39K +1,198 +3%
HH
280
Hilltop Holdings
Texas
$1.22M +$172K +5,290 +16%
FAIM
281
Financial Advocates Investment Management
Washington
$1.22M +$1.24M +38,092 New
DCM
282
Dimension Capital Management
Florida
$1.22M +$161K +4,951 +15%
SIM
283
Sonora Investment Management
Arizona
$1.21M +$206K +6,325 +20%
DDC
284
Daniel Devine & Co
Florida
$1.21M – – –
EFS
285
Essex Financial Services
Connecticut
$1.2M -$126K -3,868 -9%
EGA
286
E&G Advisors
Texas
$1.2M +$13K +400 +1%
NC
287
NewSquare Capital
Pennsylvania
$1.19M +$35K +1,075 +3%
AAMA
288
Advanced Asset Management Advisors
Ohio
$1.19M +$1.21M +37,063 New
SG
289
StoneX Group
New York
$1.17M +$126K +3,884 +12%
VFA
290
Voya Financial Advisors
Connecticut
$1.16M -$165K -5,072 -12%
SOAMC
291
Spirit of America Management Corp
New York
$1.15M -$48.8K -1,500 -4%
SHA
292
Seneca House Advisors
Virginia
$1.14M +$1.16M +35,511 New
OIA
293
Optimum Investment Advisors
Illinois
$1.13M +$17.9K +550 +2%
GC
294
Guggenheim Capital
Illinois
$1.11M -$265K -8,130 -19%
SFM
295
Signet Financial Management
New Jersey
$1.11M -$22.1K -678 -2%
CCP
296
Corient Capital Partners
California
$1.1M -$3.29K -101 -0.3%
RRAM
297
River Road Asset Management
Kentucky
$1.1M – – –
SPC
298
Salient Private Client
Texas
$1.08M +$1.1M +33,820 New
GA
299
Greytown Advisors
Florida
$1.06M +$118K +3,609 +12%
BCM
300
Bluefin Capital Management
New York
$1.05M -$508K -15,595 -32%
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