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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
501
TCTC Holdings
Texas
$6.39M +$412K +3,000 +8%
VVP
502
Venture Visionary Partners
Ohio
$6.3M +$503K +3,659 +10%
WA
503
Waverly Advisors
Alabama
$6.3M +$1.78M +12,959 +44%
HW
504
Hedeker Wealth
Illinois
$6.29M +$356K +2,594 +7%
LSPW
505
Lake Street Private Wealth
Illinois
$6.25M +$82K +597 +1%
GIM
506
Glenmede Investment Management
Pennsylvania
$6.2M +$5.69M +41,421 New
AAIS
507
ABN AMRO Investment Solutions
$6.18M – – –
CHAM
508
Clear Harbor Asset Management
Connecticut
$6.16M -$8.93K -65 -0.2%
NB
509
Norinchukin Bank
Japan
$6.16M +$425K +3,091 +8%
GWM
510
Greenwich Wealth Management
Connecticut
$6.15M +$13.1K +95 +0.2%
HWM
511
HB Wealth Management
Georgia
$6.15M +$424K +3,084 +8%
BRWA
512
B. Riley Wealth Advisors
Florida
$6.15M +$5.65M +41,084 New
AAS
513
Avantax Advisory Services
Texas
$6.13M -$243K -1,767 -4%
GMA
514
Glassy Mountain Advisors
Maryland
$6.12M +$95.6K +696 +2%
AWA
515
Arkadios Wealth Advisors
Georgia
$6.11M +$206K +1,497 +4%
HPC
516
HM Payson & Co
Maine
$6.05M -$618K -4,500 -10%
CWM
517
Compass Wealth Management
Connecticut
$6.01M -$103K -746 -2%
CCIA
518
Campbell & Co Investment Adviser
Maryland
$6M +$2.65M +19,321 +93%
RWM
519
Rockline Wealth Management
New York
$5.98M +$11.7K +85 +0.2%
CT
520
Colonial Trust
South Carolina
$5.95M +$120K +874 +2%
KCM
521
Kennedy Capital Management
Missouri
$5.9M -$963K -7,011 -15%
UPS
522
UHLMANN PRICE SECURITIES
Illinois
$5.89M -$117K -853 -2%
SLI
523
Sumitomo Life Insurance
Japan
$5.88M -$1.91M -13,900 -26%
PFPT
524
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.88M -$105K -766 -2%
FFA
525
Farther Finance Advisors
California
$5.86M +$3.16M +23,029 +143%
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