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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
426
Jag Capital Management
Missouri
$1.51M +$317K +5,930 +26%
IAN
427
Integrated Advisors Network
Texas
$1.5M -$25.8M -482,689 -94%
ZCA
428
Zeke Capital Advisors
Pennsylvania
$1.49M – – –
SWP
429
Strategic Wealth Partners
Ohio
$1.49M -$126K -2,362 -8%
MA
430
Modus Advisors
Minnesota
$1.49M +$1.09M +20,275 +246%
KPWS
431
Kestra Private Wealth Services
Texas
$1.49M +$1.52M +28,477 New
AWM
432
Apollon Wealth Management
South Carolina
$1.48M +$652K +12,190 +75%
ACP
433
Aviance Capital Partners
Florida
$1.48M -$61.3K -1,145 -4%
WFG
434
Wills Financial Group
Virginia
$1.47M +$10.7K +199 +0.7%
RWM
435
RKL Wealth Management
Pennsylvania
$1.47M +$10.5K +196 +0.7%
WI
436
Wintrust Investments
Illinois
$1.46M +$2.57K +48 +0.2%
PIG
437
Pantheon Investment Group
California
$1.45M +$597K +11,151 +67%
GG
438
Gofen & Glossberg
Illinois
$1.44M +$676K +12,630 +84%
KIA
439
KCM Investment Advisors
California
$1.44M +$76.7K +1,434 +5%
TSW
440
Thompson Siegel & Walmsley
Virginia
$1.44M +$945K +17,650 +177%
CBB
441
Citizens Business Bank
California
$1.44M -$1.08M -20,200 -42%
SOAMC
442
Spirit of America Management Corp
New York
$1.43M – – –
TPA
443
Trivium Point Advisory
Connecticut
$1.39M +$1.43M +26,674 New
OLA
444
Oliver Luxxe Assets
New Jersey
$1.39M +$49.5K +925 +4%
P
445
&Partners
Tennessee
$1.38M -$115K -2,140 -7%
WS
446
Wedbush Securities
California
$1.38M +$91.2K +1,704 +7%
GT
447
Glenmede Trust
Pennsylvania
$1.36M -$457K -8,541 -25%
GLAM
448
Gardner Lewis Asset Management
Pennsylvania
$1.36M +$145K +2,715 +12%
AFM
449
Abbot Financial Management
Massachusetts
$1.35M +$9.85K +184 +0.7%
PCM
450
Poehling Capital Management
Wisconsin
$1.35M +$1.98K +37 +0.1%
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