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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
526
BigSur Wealth Management
Florida
$2.27M -$222K -2,500 -10%
SPFA
527
Summit Place Financial Advisors
New Jersey
$2.27M -$715K -8,050 -26%
GKWIM
528
Gerber Kawasaki Wealth & Investment Management
California
$2.26M +$190K +2,144 +10%
ZIG
529
Zurich Insurance Group
Switzerland
$2.24M – – –
USGIU
530
U.S. Global Investors (USGI)
Texas
$2.23M +$227K +2,557 +13%
BFS
531
Bard Financial Services
Connecticut
$2.22M +$178K +2,000 +10%
EPA
532
Element Pointe Advisors
Florida
$2.2M – – –
OIA
533
OneDigital Investment Advisors
Kansas
$2.2M -$1.98M -22,263 -50%
SFFS
534
Stonehage Fleming Financial Services
Jersey
$2.19M -$51.4K -579 -3%
MA
535
Mutual Advisors
Nebraska
$2.18M +$19.1K +215 +1%
PCAP
536
Pratt Collard Advisory Partners
New York
$2.18M – – –
OA
537
Oxbow Advisors
Texas
$2.17M – – –
JIP
538
Jaffetilchin Investment Partners
Florida
$2.15M +$194K +2,186 +11%
AI
539
AdvisorShares Investments
Maryland
$2.13M +$1.94M +21,876 New
CB
540
Commerce Bank
Missouri
$2.11M -$21.6K -243 -1%
FMB
541
Field & Main Bank
Kentucky
$2.11M -$10.2K -115 -0.5%
HI
542
Hudock Inc
Pennsylvania
$2.1M +$15.2K +171 +0.8%
CC
543
Cipher Capital
New York
$2.09M +$1.15M +12,997 +152%
AW
544
Alaethes Wealth
Nevada
$2.07M -$87.3K -983 -4%
VF
545
Virtu Financial
New York
$2.07M +$1.3M +14,603 +219%
MAM
546
Mastrapasqua Asset Management
Tennessee
$2.06M +$67.9K +765 +4%
SG
547
StoneX Group
New York
$2.06M -$40.5K -456 -2%
GPFA
548
Game Plan Financial Advisors
Ohio
$2.04M -$244K -2,744 -12%
MPPW
549
Mitchell & Pahl Private Wealth
Oklahoma
$2.02M -$31.2K -351 -2%
RDWM
550
Red Door Wealth Management
Tennessee
$2.02M +$57.1K +643 +3%
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