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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
701
HB Wealth Management
Georgia
$1.56M +$164K +1,515 +10%
SWA
702
SFMG Wealth Advisors
Texas
$1.55M +$393K +3,641 +27%
HNB
703
Huntington National Bank
Ohio
$1.54M +$11.4K +106 +0.6%
SPFA
704
Summit Place Financial Advisors
New Jersey
$1.54M +$39.4K +365 +2%
AP
705
Appleton Partners
Massachusetts
$1.53M +$79.7K +738 +5%
OAM
706
Oppenheimer Asset Management
New York
$1.52M +$1.04M +9,637 +137%
MA
707
MONECO Advisors
Connecticut
$1.51M -$21.8K -202 -1%
EIP
708
Easterly Investment Partners
Massachusetts
$1.51M +$216 +2 +0%
CH
709
Canton Hathaway
Rhode Island
$1.51M – – –
PS
710
Pensionfund Sabic
Netherlands
$1.5M -$162K -1,500 -8%
DFCM
711
Dark Forest Capital Management
Puerto Rico
$1.5M -$1.34M -12,390 -43%
BCV
712
Banque Cantonale Vaudoise
Switzerland
$1.5M -$966K -8,943 -35%
PTP
713
Platform Technology Partners
New York
$1.5M +$146K +1,356 +9%
CGA
714
Crescent Grove Advisors
Illinois
$1.49M – – –
DAS
715
Dynamic Advisor Solutions
Arizona
$1.49M -$103K -951 -5%
YAVAPFMC
716
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.49M – – –
KF
717
Krilogy Financial
Missouri
$1.48M +$39.7K +368 +2%
WPW
718
Warther Private Wealth
Ohio
$1.47M -$305K -2,822 -15%
SFP
719
Sandbox Financial Partners
Maryland
$1.47M +$15.1K +140 +0.9%
KCM
720
Knoll Capital Management
Florida
$1.46M – – –
KFP
721
KMG Fiduciary Partners
Ohio
$1.44M -$22.7K -210 -1%
SPC
722
Sigma Planning Corp
Michigan
$1.44M +$8.96K +83 +0.5%
BBHC
723
Brown Brothers Harriman & Co
New York
$1.43M +$540K +4,997 +47%
CT
724
Coastline Trust
Rhode Island
$1.43M +$1.21M +11,203 +249%
AMC
725
Asset Management Corp
Illinois
$1.43M +$116K +1,072 +7%
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