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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
551
Douglass Winthrop Advisors
New York
$479K – – –
CAN
552
Claraphi Advisory Network
United States
$478K -$218K -4,468 -31%
SCCM
553
Schafer Cullen Capital Management
New York
$476K – – –
MIM
554
Moseley Investment Management
Florida
$474K -$3.41K -70 -0.7%
SF
555
Synovus Financial
Georgia
$474K – – –
DFA
556
Delta Financial Advisors
Louisiana
$472K -$52.1K -1,068 -10%
DLHL
557
Donald L. Hagan LLC
Florida
$468K – – –
TCM
558
Tuttle Capital Management
Connecticut
$467K +$457K +9,378 New
HCM
559
Hollencrest Capital Management
California
$466K +$683 +14 +0.1%
HKAM
560
Horizon Kinetics Asset Management
New York
$465K -$112K -2,300 -19%
NA
561
NewEdge Advisors
Louisiana
$463K +$59.2K +1,213 +15%
CSIC
562
Clifford Swan Investment Counsel
California
$462K +$461K +9,454 New
AAP
563
Arax Advisory Partners
Colorado
$462K +$462K +9,466 New
MWA
564
Meridian Wealth Advisors
Texas
$461K +$460K +9,435 New
JCM
565
Jag Capital Management
Missouri
$461K +$461K +9,448 New
MMG
566
Monetary Management Group
Missouri
$459K – – –
LBC
567
Lowe Brockenbrough & Co
Virginia
$458K -$24.4K -500 -5%
V
568
Veritable
Delaware
$457K – – –
ANRIA
569
American National Registered Investment Advisor
Texas
$454K – – –
RMDI
570
R.M. Davis Inc
Maine
$454K – – –
FFWA
571
FRG Family Wealth Advisors
Washington
$452K +$98 +2 +0%
SWMG
572
Strategic Wealth Management Group
Maryland
$451K +$10.4K +213 +2%
WEC
573
Winslow Evans & Crocker
Massachusetts
$448K -$105K -2,150 -19%
FBC
574
Fairfield, Bush & Co
Connecticut
$440K -$132K -2,700 -23%
SIA
575
Sit Investment Associates
Minnesota
$435K – – –
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23
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