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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
401
Welch Group
Alabama
$10.9M +$240K +1,400 +2%
IAA
402
Independent Advisor Alliance
North Carolina
$10.8M -$79K -461 -0.7%
GBA
403
Garrison Bradford & Associates
New York
$10.7M -$334K -1,950 -3%
KPWS
404
Kestra Private Wealth Services
Texas
$10.7M -$228K -1,331 -2%
PGFC
405
Peapack-Gladstone Financial Corp
New Jersey
$10.6M -$251K -1,463 -2%
PWM
406
Perigon Wealth Management
California
$10.6M -$105K -615 -1%
CSA
407
Cottage Street Advisors
Massachusetts
$10.6M -$193K -1,127 -2%
UB
408
UMB Bank
Missouri
$10.4M +$76.8K +448 +0.7%
SF
409
Summit Financial
New Jersey
$10.3M -$57.1K -333 -0.5%
BFS
410
Bradley Foster & Sargent
Connecticut
$10.2M +$90.1K +526 +0.9%
MFFIA
411
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$10.1M -$114K -667 -1%
CWM
412
Cornerstone Wealth Management
Missouri
$10M -$2.74K -16 -0%
MWM
413
Marietta Wealth Management
Georgia
$10M +$273K +1,593 +3%
ACG
414
Allen Capital Group
Nebraska
$10M -$79.7K -465 -0.8%
ACM
415
Alpha Capital Management
Texas
$9.92M -$43.3K -253 -0.4%
DC
416
Davenport & Co
Virginia
$9.82M +$464K +2,707 +5%
DBG
417
De Burlo Group
Massachusetts
$9.82M -$1.28M -7,500 -12%
TRSOTSOK
418
Teachers Retirement System of the State of Kentucky
Kentucky
$9.75M – – –
DWM
419
Dakota Wealth Management
Florida
$9.75M +$1.41M +8,245 +17%
AI
420
Atria Investments
North Carolina
$9.71M -$3.94M -23,024 -29%
SSA
421
South Street Advisors
New York
$9.68M +$473K +2,758 +5%
CWG
422
Cornerstone Wealth Group
North Carolina
$9.66M +$136K +792 +1%
BWM
423
BigSur Wealth Management
Florida
$9.65M -$2.16M -12,589 -18%
UM
424
UniSuper Management
Australia
$9.57M +$1.33M +7,768 +16%
KCPG
425
Kavar Capital Partners Group
Kansas
$9.57M -$6.17K -36 -0.1%
15 16
17
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