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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
676
Trust Company of Toledo
Ohio
$3.63M +$99.9K +727 +3%
FSBI
677
Fearless Solutions (Best Invest)
Texas
$3.63M +$60.3K +439 +2%
CWM
678
Congress Wealth Management
Massachusetts
$3.61M +$293K +2,129 +10%
OFG
679
Oxford Financial Group
Indiana
$3.59M -$275K -2,000 -8%
BCM
680
Brookstone Capital Management
Illinois
$3.59M +$542K +3,941 +20%
SAM
681
Shikiar Asset Management
New York
$3.58M +$3.29M +23,924 New
WA
682
Wambolt & Associates
Colorado
$3.56M -$216K -1,571 -6%
WE
683
Wealth Effects
Massachusetts
$3.55M -$73.9K -538 -2%
WSFS
684
Wilmington Savings Fund Society
Delaware
$3.54M -$1.13M -8,241 -26%
FT
685
Fiduciary Trust
Massachusetts
$3.5M -$1.61M -11,692 -33%
SPFA
686
Summit Place Financial Advisors
New Jersey
$3.5M +$133K +971 +4%
NMIMC
687
Northwestern Mutual Investment Management Company
Wisconsin
$3.48M -$412 -3 -0%
JIC
688
Joel Isaacson & Co
New York
$3.48M +$492K +3,583 +18%
RWB
689
RMR Wealth Builders
New Jersey
$3.47M +$440K +3,202 +16%
DSC
690
Duncker Streett & Co
Missouri
$3.47M -$2.51M -18,302 -44%
EP
691
Edgestream Partners
New Jersey
$3.46M +$2.65M +19,305 +506%
SCP
692
Steamboat Capital Partners
New York
$3.46M -$56.1K -408 -2%
COLIM
693
City of London Investment Management
United Kingdom
$3.44M – – –
PTP
694
Platform Technology Partners
New York
$3.43M +$72.3K +526 +2%
YIH
695
Y-Intercept (HK)
Hong Kong
$3.42M -$9.5M -69,109 -75%
FWP
696
FAS Wealth Partners
Kansas
$3.41M +$219K +1,594 +8%
HI
697
Hudock Inc
Pennsylvania
$3.4M +$349K +2,539 +13%
GAM
698
Generali Asset Management
Italy
$3.39M -$282K -2,050 -8%
S
699
SignatureFD
Georgia
$3.39M +$918K +6,679 +42%
KF
700
Krilogy Financial
Missouri
$3.34M +$534K +3,883 +21%
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