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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HEIP
401
Hudson Edge Investment Partners
New Jersey
$575K +$52.4K +1,569 +11%
HCM
402
HGI Capital Management
New York
$574K -$167K -5,000 -23%
LFAS
403
Level Four Advisory Services
Texas
$574K -$46.5K -1,394 -8%
TA
404
TCG Advisors
Texas
$574K +$96.8K +2,900 +21%
BSW
405
Buckingham Strategic Wealth
Missouri
$573K +$92.8K +2,780 +20%
PAS
406
Partnervest Advisory Services
California
$562K +$147K +4,401 +38%
SACTSONJ
407
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$560K -$133K -4,000 -20%
BRWM
408
B. Riley Wealth Management
Tennessee
$547K +$61.4K +1,840 +13%
FAM
409
Formidable Asset Management
Ohio
$547K +$102K +3,042 New
CCM
410
Covington Capital Management
California
$544K – – –
ORI
411
Oak Ridge Investments
Illinois
$544K – – –
DI
412
DFPG Investments
Utah
$540K +$90.5K +2,711 +21%
RIA
413
Realta Investment Advisors
Delaware
$540K +$520K +15,579 New
CCM
414
Coe Capital Management
Illinois
$534K -$10.5K -315 -2%
FPB
415
First PREMIER Bank
South Dakota
$525K – – –
PAWC
416
P.A.W. Capital
Connecticut
$525K – – –
AAM
417
American Asset Management
Florida
$523K +$141K +4,225 +39%
SBIA
418
Sheaff Brock Investment Advisors
Indiana
$517K -$37.8K -1,133 -7%
CH
419
Canton Hathaway
Rhode Island
$514K – – –
MRCM
420
M&R Capital Management
New Jersey
$505K +$13.3K +400 +3%
AAM
421
Augustine Asset Management
Florida
$504K -$36.4K -1,091 -7%
BAS
422
Brown Advisory Securities
Maryland
$502K -$130K -3,909 -21%
CAN
423
Claraphi Advisory Network
United States
$502K +$1.47K +44 +0.3%
MAA
424
Mraz Amerine & Associates
California
$497K -$3.34K -100 -0.7%
SCA
425
Sippican Capital Advisors
Massachusetts
$494K +$28K +840 +6%
15 16
17
18 19