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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
651
Wealth Effects
Massachusetts
$4.17M +$121K +704 +3%
TSS
652
Thomas Story & Son
Indiana
$4.16M -$28.3K -165 -0.7%
SG
653
Somerset Group
Minnesota
$4.16M -$20.7K -121 -0.5%
OA
654
Oxbow Advisors
Texas
$4.15M -$21.4K -125 -0.5%
WS
655
Wedbush Securities
California
$4.14M -$299K -1,743 -7%
BEI
656
Benjamin Edwards Inc
Missouri
$4.13M +$1.27M +7,425 +44%
WWM
657
Western Wealth Management
Colorado
$4.11M +$1.56M +9,117 +61%
OFG
658
Oxford Financial Group
Indiana
$4.11M – – –
FSBI
659
Fearless Solutions (Best Invest)
Texas
$4.1M -$45.6K -266 -1%
PTP
660
Platform Technology Partners
New York
$4.09M +$171K +998 +4%
ALMGDA
661
AG2R La Mondiale Gestion d'Actifs
France
$4.09M – – –
JIP
662
Jaffetilchin Investment Partners
Florida
$4.09M -$168K -980 -4%
FWP
663
FAS Wealth Partners
Kansas
$4.08M +$181K +1,056 +5%
HIC
664
Holderness Investments Company
North Carolina
$4.07M -$658K -3,843 -14%
RFA
665
Register Financial Advisors
Georgia
$4.07M -$82.8K -483 -2%
UF
666
Univest Financial
Pennsylvania
$4.07M -$903K -5,268 -18%
CTI
667
Community Trust & Investment
Kentucky
$4.02M -$172K -1,002 -4%
NMIMC
668
Northwestern Mutual Investment Management Company
Wisconsin
$4.01M +$37.2K +217 +0.9%
BBI
669
Baxter Bros Inc
Connecticut
$3.99M +$892K +5,204 +29%
DSC
670
Duncker Streett & Co
Missouri
$3.97M +$4.97K +29 +0.1%
DWM
671
Diversify Wealth Management
Utah
$3.94M -$961K -5,610 -17%
COLIM
672
City of London Investment Management
United Kingdom
$3.93M – – –
GAM
673
Gotham Asset Management
New York
$3.9M +$180K +1,053 +5%
DK
674
DJE Kapital
Germany
$3.88M – – –
KFS
675
Kaizen Financial Strategies
California
$3.86M -$519K -3,032 -10%
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