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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
UR
551
USCA RIA
Texas
$2.02M +$43.1K +485 +2%
CIA
552
Capital Investment Advisors
Georgia
$2M +$430K +4,837 +31%
FMW
553
Farr Miller & Washington
District of Columbia
$1.99M – – –
WI
554
WBI Investments
New Jersey
$1.99M +$1.82M +20,523 New
RMC
555
Resources Management Corp
Connecticut
$1.99M +$33.1K +373 +2%
CDH
556
Charles D. Hyman
$1.98M -$51.1K -575 -3%
KFP
557
KMG Fiduciary Partners
Ohio
$1.97M -$6.57K -74 -0.4%
PIG
558
Pantheon Investment Group
California
$1.95M -$159K -1,790 -8%
PWP
559
Principle Wealth Partners
Connecticut
$1.95M -$309K -3,475 -15%
IC
560
Inscription Capital
Texas
$1.95M +$143K +1,606 +9%
RCAG
561
Rehmann Capital Advisory Group
Michigan
$1.95M -$888 -10 -0.1%
TA
562
Townsend & Associates
Colorado
$1.94M +$37.4K +421 +2%
SAM
563
Strategy Asset Managers
California
$1.94M – – –
DP
564
Dearborn Partners
Illinois
$1.94M +$215K +2,424 +14%
NIPH
565
NN Investment Partners Holdings
Netherlands
$1.94M +$559K +6,300 +46%
OSAM
566
O'Shaughnessy Asset Management
Connecticut
$1.94M +$1.1M +12,411 +165%
JWM
567
Jupiter Wealth Management
Colorado
$1.93M – – –
IA
568
Insight Advisors
Pennsylvania
$1.92M +$5.42K +61 +0.4%
OIA
569
Optimum Investment Advisors
Illinois
$1.92M -$372K -4,190 -18%
EIP
570
Easterly Investment Partners
Massachusetts
$1.9M +$89 +1 +0%
IRF
571
IBM Retirement Fund
New York
$1.87M +$1.71M +19,261 New
VNA
572
Valley National Advisers
Pennsylvania
$1.86M +$10.8K +122 +0.6%
BAM
573
Barrett Asset Management
New York
$1.86M -$11.5K -130 -0.7%
XSC
574
X-Square Capital
Puerto Rico
$1.86M – – –
AWM
575
AE Wealth Management
Kansas
$1.84M +$571K +6,425 +51%
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