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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
701
Ballast Advisors
Minnesota
$3.2M -$133K -766 -4%
SDIC
702
South Dakota Investment Council
South Dakota
$3.19M – – –
SC
703
Savant Capital
Illinois
$3.18M -$356K -2,041 -10%
SIG
704
Stonegate Investment Group
Alabama
$3.17M -$260K -1,491 -8%
FMB
705
Field & Main Bank
Kentucky
$3.17M -$39.2K -225 -1%
BEI
706
Benjamin Edwards Inc
Missouri
$3.16M +$145K +835 +5%
KWMG
707
King Wealth Management Group
Florida
$3.15M +$348 +2 +0%
BRG
708
Bay Rivers Group
Virginia
$3.15M -$13.1K -75 -0.4%
RWB
709
RMR Wealth Builders
New Jersey
$3.15M +$1.46M +8,371 +85%
DWP
710
Daymark Wealth Partners
Ohio
$3.14M -$121K -695 -4%
PWP
711
Principle Wealth Partners
Connecticut
$3.13M +$17.4K +100 +0.6%
EG
712
Ellerson Group
Maryland
$3.13M -$29.4K -169 -0.9%
CCT
713
Capital City Trust
Florida
$3.13M -$161K -925 -5%
SCM
714
Sandler Capital Management
New York
$3.13M -$1.61M -9,232 -34%
SW
715
StrongBox Wealth
Missouri
$3.12M +$84.3K +484 +3%
VNA
716
Valley National Advisers
Pennsylvania
$3.11M -$2.27K -13 -0.1%
PS
717
Principal Securities
Iowa
$3.11M +$204K +1,171 +7%
CW
718
CreativeOne Wealth
Kansas
$3.1M +$1.17M +6,706 +60%
MAS
719
Meeder Advisory Services
Ohio
$3.1M +$256K +1,469 +9%
MWM
720
Marion Wealth Management
Pennsylvania
$3.09M -$48.4K -278 -2%
KF
721
Krilogy Financial
Missouri
$3.09M +$12.9K +74 +0.4%
CG
722
Caprock Group
Idaho
$3.09M +$1.95M +11,184 +166%
GWSG
723
GPS Wealth Strategies Group
Colorado
$3.08M +$21.1K +121 +0.7%
CH
724
Canton Hathaway
Rhode Island
$3.08M – – –
JCFM
725
JBR Co Financial Management
Oklahoma
$3.08M -$56.6K -325 -2%
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