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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
426
Wealthstreet Investment Advisors
Texas
$2.41M +$27.6K +400 +1%
MCM
427
MAI Capital Management
Ohio
$2.4M +$894K +12,955 +67%
CG
428
Cutler Group
California
$2.4M +$692K +10,020 +45%
SWP
429
Strategic Wealth Partners
Ohio
$2.37M +$109K +1,582 +5%
KIA
430
KCM Investment Advisors
California
$2.37M +$228K +3,303 +12%
MFM
431
MD Financial Management
Ontario, Canada
$2.37M +$2.19M +31,737 New
KPW
432
Kore Private Wealth
New York
$2.34M -$22.2K -321 -1%
SPFA
433
Summit Place Financial Advisors
New Jersey
$2.34M -$195K -2,825 -8%
HIC
434
Holderness Investments Company
North Carolina
$2.33M – – –
CPA
435
Capital Planning Advisors
California
$2.33M +$530K +7,683 +33%
KA
436
Kovack Advisors
Florida
$2.31M +$15.8K +229 +0.7%
JIC
437
Johnson Investment Counsel
Ohio
$2.31M -$119K -1,730 -5%
VFA
438
Voya Financial Advisors
Connecticut
$2.29M +$273K +3,950 +15%
IAN
439
Integrated Advisors Network
Texas
$2.28M +$435K +6,296 +26%
PAA
440
Peregrine Asset Advisers
Oregon
$2.27M +$2.11M +30,529 New
MA
441
Modus Advisors
Minnesota
$2.27M +$155K +2,246 +8%
SG
442
Somerset Group
Minnesota
$2.25M -$144K -2,088 -6%
NGA
443
Naples Global Advisors
Florida
$2.25M +$32.8K +475 +2%
GW
444
GW & Wade
Massachusetts
$2.25M +$56.9K +824 +3%
APA
445
American Portfolios Advisors
New York
$2.25M +$1.06M +15,291 +103%
HAI
446
Hennessy Advisors Inc
California
$2.24M -$759K -11,000 -27%
AWM
447
Avitas Wealth Management
California
$2.22M +$192K +2,780 +10%
TPA
448
Trivium Point Advisory
Connecticut
$2.2M +$202K +2,929 +11%
RJT
449
Raymond James Trust
Florida
$2.19M -$327K -4,732 -14%
PP
450
Paloma Partners
Connecticut
$2.18M +$366K +5,302 +22%
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