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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BTD
726
BankPlus Trust Department
Mississippi
$3.05M +$3.08M +17,700 New
BSAM
727
Blue Square Asset Management
New York
$3.05M +$74.7K +429 +2%
WP
728
WealthPLAN Partners
Nebraska
$3.04M -$479K -2,749 -13%
HFM
729
Harvest Fund Management
China
$3.04M +$371K +2,127 +14%
TNAM
730
Terra Nova Asset Management
New York
$3.04M +$22K +126 +0.7%
RCWM
731
Royal Capital Wealth Management
Indiana
$3.04M -$67.4K -387 -2%
OWM
732
Orca Wealth Management
Florida
$2.98M +$3.01M +17,280 New
ET
733
Entropy Technologies
New York
$2.97M +$3M +17,238 New
BFC
734
Blue Fin Capital
Rhode Island
$2.96M +$4.88K +28 +0.2%
SPC
735
Sigma Planning Corp
Michigan
$2.96M -$94.8K -544 -3%
AAS
736
Ameritas Advisory Services
Nebraska
$2.96M +$621K +3,562 +26%
SIA
737
Schechter Investment Advisors
Michigan
$2.93M -$93.4K -536 -3%
MPCA
738
Madison Park Capital Advisors
Washington
$2.92M +$24K +138 +0.8%
BIM
739
Baldwin Investment Management
Pennsylvania
$2.92M -$174 -1 -0%
VIM
740
Vinva Investment Management
Australia
$2.92M -$2.24M -12,836 -43%
AFG
741
Atomi Financial Group
New York
$2.91M +$72.1K +414 +3%
CIA
742
Choate Investment Advisors
Massachusetts
$2.9M +$532K +3,053 +22%
FNBSF
743
First National Bank Sioux Falls
South Dakota
$2.88M – – –
USAA
744
United Services Automobile Association
Texas
$2.86M – – –
CSP
745
Cary Street Partners
Virginia
$2.86M +$2.89M +16,601 New
MWM
746
Modera Wealth Management
New Jersey
$2.85M +$92.2K +529 +3%
ACP
747
Aviance Capital Partners
Florida
$2.85M -$50K -287 -2%
IFWM
748
Institute for Wealth Management
Colorado
$2.84M – – –
CCM
749
Conway Capital Management
California
$2.83M +$317K +1,821 +13%
MC
750
Meketa Capital
Massachusetts
$2.8M +$2.83M +16,253 New
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