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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
651
Horizon Investments
North Carolina
$1.73M +$1.73M +14,887 New
CWM
652
Chesapeake Wealth Management
Virginia
$1.73M -$10.6K -91 -0.6%
FHA
653
Flagship Harbor Advisors
Massachusetts
$1.72M – – –
HAG
654
HighPoint Advisor Group
Illinois
$1.71M +$84.4K +727 +5%
EF
655
Empowered Funds
Pennsylvania
$1.7M +$1.7M +14,639 New
RFN
656
RDA Financial Network
Iowa
$1.7M -$53.5K -461 -3%
PTP
657
Platform Technology Partners
New York
$1.7M +$54.4K +469 +3%
PP
658
Paloma Partners
Connecticut
$1.69M -$14.4M -124,231 -90%
USGIU
659
U.S. Global Investors (USGI)
Texas
$1.69M -$986K -8,500 -37%
GGS
660
Galvin Gaustad & Stein
Arizona
$1.69M -$10.4K -90 -0.6%
ISWM
661
Independent Solutions Wealth Management
New York
$1.68M +$37K +319 +2%
HCMT
662
Highland Capital Management (Tennessee)
Tennessee
$1.67M – – –
AAM
663
Arabesque Asset Management
United Kingdom
$1.67M +$1.66M +14,331 New
1W
664
1776 Wealth
Georgia
$1.66M +$1.61M +13,900 +1,544%
CG
665
Colony Group
Massachusetts
$1.66M -$111K -956 -6%
GWM
666
Geneos Wealth Management
Colorado
$1.66M +$348 +3 +0%
BCA
667
Berman Capital Advisors
Georgia
$1.66M +$118K +1,019 +8%
KA
668
Klingman & Associates
New York
$1.66M +$387K +3,338 +31%
JIC
669
Joel Isaacson & Co
New York
$1.65M +$150K +1,290 +10%
AAM
670
Advisors Asset Management
Colorado
$1.65M +$835K +7,196 +104%
CA
671
Clearstead Advisors
Ohio
$1.64M +$32.8K +283 +2%
MFA
672
Mayflower Financial Advisors
Massachusetts
$1.64M -$36.7K -316 -2%
BIM
673
Baldwin Investment Management
Pennsylvania
$1.63M – – –
SBIA
674
Sheaff Brock Investment Advisors
Indiana
$1.63M +$147K +1,266 +10%
RIG
675
Ramiah Investment Group
Wisconsin
$1.63M +$1.62M +14,002 New
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