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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
576
Cornerstone Wealth Group
North Carolina
$4.14M +$332K +2,767 +9%
AF
577
Allworth Financial
California
$4.13M -$838K -6,975 -17%
GKWIM
578
Gerber Kawasaki Wealth & Investment Management
California
$4.12M -$208K -1,730 -5%
EWA
579
EP Wealth Advisors
California
$4.07M +$856K +7,122 +26%
BF
580
BOK Financial
Oklahoma
$4.05M +$1.2M +9,969 +41%
PTP
581
Platform Technology Partners
New York
$4.05M -$434K -3,613 -10%
CS
582
Cannell & Spears
New York
$4.02M +$19K +158 +0.5%
STA
583
Summit Trail Advisors
New York
$4.02M +$252K +2,101 +7%
NB
584
Nicolet Bankshares
Wisconsin
$4M +$24.8K +206 +0.6%
ALMGDA
585
AG2R La Mondiale Gestion d'Actifs
France
$4M +$447K +3,716 +12%
LWA
586
Lantern Wealth Advisors
New York
$3.99M -$295K -2,455 -7%
CGH
587
Crossmark Global Holdings
Texas
$3.98M -$117K -975 -3%
ACH
588
ArrowMark Colorado Holdings
Colorado
$3.95M -$643K -5,354 -14%
ERIC
589
Eagle Rock Investment Company
Georgia
$3.94M +$4.03M +33,509 New
DFG
590
Dupree Financial Group
Kentucky
$3.94M +$72.5K +603 +2%
QPWM
591
Quadrant Private Wealth Management
Pennsylvania
$3.93M +$539K +4,484 +15%
IPAM
592
ICICI Prudential Asset Management
India
$3.93M +$1.84M +15,300 +85%
WE
593
Wealth Effects
Massachusetts
$3.93M +$416K +3,463 +12%
AAM
594
Advisors Asset Management
Colorado
$3.86M -$1.03M -8,584 -21%
CFO
595
Callan Family Office
Pennsylvania
$3.84M -$1.85M -15,400 -32%
CC
596
Chicago Capital
Illinois
$3.81M -$67.3K -560 -2%
IAS
597
Insigneo Advisory Services
Florida
$3.8M -$345K -2,873 -8%
S
598
SignatureFD
Georgia
$3.8M +$223K +1,859 +6%
EP
599
Edgestream Partners
New Jersey
$3.79M -$599K -4,988 -13%
ACM
600
Arrow Capital Management
New York
$3.78M -$2.53M -21,029 -40%
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