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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
726
MGO One Seven
Ohio
$410K +$8.74K +166 +2%
BFEC
727
Benjamin F. Edwards & Company
Missouri
$407K -$12K -228 -3%
VVP
728
Venture Visionary Partners
Ohio
$406K +$46.2K +877 +14%
EW
729
Element Wealth
Mississippi
$405K -$63.5K -1,206 -14%
ZB
730
Zions Bancorporation
Utah
$403K -$455K -8,636 -55%
S
731
Seeyond
France
$401K -$48.3K -918 -11%
PTP
732
Platform Technology Partners
New York
$400K -$79.9K -1,518 -18%
BCWM
733
Blue Chip Wealth Management
Florida
$399K +$371K +7,047 New
MPI
734
Mairs & Power Inc
Minnesota
$397K -$78.9K -1,500 -18%
IWAG
735
Integer Wealth Advisors Group
Georgia
$397K – – –
LS
736
Livforsakringsbolaget Skandia
Sweden
$397K – – –
PH
737
Pinnacle Holdings
Oklahoma
$395K +$52.1K +990 +17%
MSAM
738
Moloney Securities Asset Management
Missouri
$394K -$15.6K -296 -4%
HC
739
Henshaw Capital
Massachusetts
$392K – – –
WANY
740
Wealthspire Advisors (New York)
New York
$391K -$1.12M -21,306 -76%
RG
741
Retirement Group
California
$391K +$363K +6,906 New
MPCG
742
Matrix Private Capital Group
New York
$390K -$12.1K -229 -3%
V
743
Veritable
Delaware
$385K +$102K +1,938 +40%
IC
744
Intersect Capital
California
$383K +$6.89K +131 +2%
AC
745
Addison Capital
Pennsylvania
$381K -$9.21K -175 -3%
EWM
746
EPG Wealth Management
Georgia
$381K +$7.21K +137 +2%
PHS
747
Pekin Hardy Strauss
Illinois
$378K -$15.8K -300 -4%
MSFP
748
Mark Sheptoff Financial Planning
Connecticut
$377K -$5.26K -100 -1%
PWM
749
PBMares Wealth Management
Virginia
$377K -$1.58K -30 -0.4%
EWA
750
EP Wealth Advisors
California
$375K -$506K -9,619 Closed
28 29
30
31 32