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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
VCS
651
Vaughan & Co Securities
New Jersey
$546K -$22.9K -428 -4%
HCM
652
HGI Capital Management
New York
$543K -$321K -6,000 -37%
CAMG
653
CWA Asset Management Group
Florida
$543K +$131K +2,440 +31%
SPC
654
Sigma Planning Corp
Michigan
$542K -$112K -2,096 -17%
CA
655
Claro Advisors
Massachusetts
$537K +$50.3K +939 +10%
VFA
656
Valeo Financial Advisors
Indiana
$535K -$134K -2,505 -20%
CAM
657
Cresset Asset Management
Illinois
$533K -$151K -2,829 -22%
LFAS
658
Level Four Advisory Services
Texas
$532K -$14.6K -273 -3%
GC
659
Guggenheim Capital
Illinois
$529K -$132K -2,464 -20%
QP
660
Quilter Plc
United Kingdom
$528K -$11.7K -218 -2%
JWBC
661
J.W. Burns & Co
New York
$526K – – –
AWS
662
AJ Wealth Strategies
New York
$524K +$2.3K +43 +0.4%
CA
663
Calton & Associates
Florida
$524K +$40.8K +762 +8%
GWCM
664
Godshalk Welsh Capital Management
Pennsylvania
$523K +$537K +10,025 New
WWM
665
Western Wealth Management
Colorado
$522K -$30K -561 -5%
APCM
666
Arbiter Partners Capital Management
New York
$522K – – –
DLHL
667
Donald L. Hagan LLC
Florida
$522K – – –
LBC
668
Lowe Brockenbrough & Co
Virginia
$518K – – –
NP
669
NorthRock Partners
Minnesota
$518K +$228K +4,259 +75%
CIS
670
Capital International Sarl
California
$517K -$29.8K -557 -5%
HCM
671
Hodges Capital Management
Texas
$513K -$3.42K -64 -0.6%
WA
672
WBH Advisory
Maryland
$507K -$38.7K -724 -7%
JWM
673
Jeppson Wealth Management
California
$505K +$517K +9,665 New
IWC
674
Integrated Wealth Concepts
Massachusetts
$502K +$63.8K +1,192 +14%
AF
675
Advisornet Financial
Minnesota
$496K -$10.4K -194 -2%
25 26
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