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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
601
Meridian Wealth Management
Kentucky
$3M -$285K -2,134 -8%
FT
602
Fiduciary Trust
Massachusetts
$3M +$30K +225 +1%
ZIG
603
Zurich Insurance Group
Switzerland
$2.99M – – –
RFMS
604
RWQ Financial Management Services
Florida
$2.98M +$3.07M +23,050 New
CW
605
CreativeOne Wealth
Kansas
$2.98M +$717K +5,378 +31%
AAM
606
Advisors Asset Management
Colorado
$2.96M +$1.16M +8,715 +62%
CC
607
Carlson Capital
Texas
$2.9M +$2.99M +22,400 New
RIM
608
Redpoint Investment Management
Australia
$2.89M -$122K -912 -4%
SFP
609
Shepherd Financial Partners
Massachusetts
$2.87M +$4K +30 +0.1%
JG
610
Jefferies Group
New York
$2.86M +$2.42M +18,171 +464%
SCA
611
Snowden Capital Advisors
New York
$2.85M -$406K -3,045 -12%
OA
612
Oxbow Advisors
Texas
$2.83M +$133K +999 +5%
MFM
613
MD Financial Management
Ontario, Canada
$2.81M -$1.27M -9,505 -30%
HI
614
Hudock Inc
Pennsylvania
$2.81M +$29.9K +224 +1%
FHA
615
Flagship Harbor Advisors
Massachusetts
$2.81M +$535K +4,016 +23%
OIA
616
OneDigital Investment Advisors
Kansas
$2.81M -$145K -1,084 -5%
MA
617
Mutual Advisors
Nebraska
$2.77M -$1.79M -13,417 -39%
PP
618
Paloma Partners
Connecticut
$2.75M +$898K +6,733 +46%
AG
619
Ascent Group
Virginia
$2.73M +$3.31M +24,850 New
BFS
620
Bard Financial Services
Connecticut
$2.72M -$76.7K -575 -3%
MAM
621
Mastrapasqua Asset Management
Tennessee
$2.71M -$1.73K -13 -0.1%
AW
622
Alaethes Wealth
Nevada
$2.71M -$56.9K -427 -2%
CTI
623
Community Trust & Investment
Kentucky
$2.71M +$171K +1,282 +7%
BAS
624
Brown Advisory Securities
Maryland
$2.7M -$3.42M -25,632 -55%
RDWM
625
Red Door Wealth Management
Tennessee
$2.69M +$4.4K +33 +0.2%
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