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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
401
CWA Asset Management Group
Florida
$8.46M -$90.7K -755 -1%
DWM
402
Diversify Wealth Management
Utah
$8.45M +$737K +6,137 +11%
DAS
403
Diversify Advisory Services
Utah
$8.45M +$6.98M +58,123 +1,044%
YCM
404
Yousif Capital Management
Michigan
$8.39M -$644K -5,361 -7%
RSWM
405
Robertson Stephens Wealth Management
California
$8.38M +$93.2K +776 +1%
OL
406
one8zero8 LLC
North Carolina
$8.32M +$358K +2,977 +4%
SF
407
Summit Financial
New Jersey
$8.28M +$315K +2,625 +4%
MOS
408
MGO One Seven
Ohio
$8.26M +$1.11M +9,224 +15%
AM
409
Account Management
Massachusetts
$8.2M +$293K +2,440 +4%
GAM
410
Griffin Asset Management
New York
$8.18M -$242K -2,010 -3%
FFIC
411
First Fiduciary Investment Counsel
Ohio
$8.13M +$351K +2,921 +4%
CBTWT
412
Community Bank & Trust (Waco, Texas)
Texas
$8.09M -$652K -5,430 -7%
CL
413
Choreo LLC
Illinois
$8.02M -$7.63M -63,464 -48%
ECSS
414
Eurizon Capital SGR SpA
$8M -$29.8K -248 -0.4%
VCA
415
Verdence Capital Advisors
Maryland
$7.85M +$5.77M +48,027 +257%
BPA
416
Beacon Pointe Advisors
California
$7.84M -$541K -4,501 -6%
CTA
417
Chesley Taft & Associates
Illinois
$7.83M +$198K +1,648 +3%
EIP
418
Ellis Investment Partners
Pennsylvania
$7.79M +$387K +3,224 +5%
TCWA
419
Turtle Creek Wealth Advisors
Texas
$7.74M +$1.07M +8,943 +16%
BHA
420
Beech Hill Advisors
New York
$7.64M +$428K +3,559 +6%
NGA
421
Naples Global Advisors
Florida
$7.63M +$453K +3,772 +6%
SWP
422
Stratos Wealth Partners
Ohio
$7.59M +$215K +1,787 +3%
ECM
423
Evergreen Capital Management
Washington
$7.58M -$557K -4,632 -7%
NCM
424
Narwhal Capital Management
Georgia
$7.52M -$1.04M -8,636 -12%
EWA
425
EverSource Wealth Advisors
Alabama
$7.5M +$86.2K +717 +1%
15 16
17
18 19