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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PCAP
401
Pratt Collard Advisory Partners
New York
$1.06M – – –
BC
402
Barnett & Company
Tennessee
$1.06M +$1.06M +21,634 New
SIC
403
SFE Investment Counsel
California
$1.05M +$1.05M +21,560 New
DI
404
DFPG Investments
Utah
$1.05M -$40K -821 -3%
SM
405
Southport Management
Wyoming
$1.05M -$244K -5,000 -19%
EP
406
Elkfork Partners
Oregon
$1.05M -$289K -5,916 -22%
OA
407
Oxbow Advisors
Texas
$1.04M – – –
BHA
408
Beech Hill Advisors
New York
$1.04M +$1.04M +21,300 New
XSC
409
X-Square Capital
Puerto Rico
$1.04M -$122K -2,500 -11%
TPWA
410
TRUE Private Wealth Advisors
Oregon
$1.03M +$1.03M +21,207 New
RG
411
Rathbones Group
United Kingdom
$1.02M -$321K -6,575 -24%
BAS
412
Brown Advisory Securities
Maryland
$1.02M +$251K +5,139 +33%
RCA
413
Ranch Capital Advisors
Florida
$1.01M +$1.01M +20,654 New
WP
414
WealthSource Partners
California
$998K -$143K -2,934 -13%
BAM
415
Barrett Asset Management
New York
$991K -$405K -8,300 -29%
KA
416
Kovack Advisors
Florida
$987K -$49.7K -1,020 -5%
SWA
417
Sutton Wealth Advisors
Florida
$986K +$1.56K +32 +0.2%
FM
418
Family Management
New York
$986K +$985K +20,196 New
AWMF
419
Arbor Wealth Management (Florida)
Florida
$973K -$137K -2,805 -12%
AR
420
Advisory Research
Illinois
$968K +$966K +19,810 New
VAS
421
Vestmark Advisory Solutions
Massachusetts
$968K +$967K +19,824 New
FPA
422
First Pacific Advisors
California
$962K – – –
KWMG
423
King Wealth Management Group
Florida
$960K +$99.2K +2,034 +12%
CAM
424
Carret Asset Management
New York
$957K +$447K +9,165 +88%
MA
425
Mutual Advisors
Nebraska
$953K -$10.7K -220 -1%
15 16
17
18 19