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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
751
Ausdal Financial Partners
Iowa
$496K -$25.3K -435 -5%
RWM
752
Ritholtz Wealth Management
New York
$496K +$101K +1,738 +29%
CA
753
Calton & Associates
Florida
$493K -$142K -2,434 -24%
PMFA
754
Plante Moran Financial Advisors
Michigan
$492K +$410K +7,041 +1,280%
FAT
755
First American Trust
California
$490K -$57K -978 -11%
PGA
756
Portland Global Advisors
Maine
$489K – – –
HB
757
Homrich & Berg
Georgia
$485K +$60.5K +1,039 +16%
BRWM
758
B. Riley Wealth Management
Tennessee
$483K -$967K -16,613 -69%
FCA
759
FinTrust Capital Advisors
South Carolina
$483K +$216K +3,703 +98%
KPCM
760
Kings Point Capital Management
New York
$482K -$58.2K -1,000 -12%
FWM
761
Frontier Wealth Management
Missouri
$480K +$5.82K +100 +1%
SSWM
762
Sheets Smith Wealth Management
North Carolina
$479K – – –
HCM
763
Hodges Capital Management
Texas
$476K -$145K -2,485 -25%
CSIC
764
Clifford Swan Investment Counsel
California
$473K -$7.86K -135 -2%
SBH
765
Segall Bryant & Hamill
Illinois
$472K +$58.8K +1,010 +16%
FPF
766
First Pacific Financial
Washington
$470K +$422K +7,253 New
LWAC
767
Laurel Wealth Advisors (California)
California
$469K -$4.25K -73 -1%
HC
768
Henshaw Capital
Massachusetts
$466K – – –
EW
769
Element Wealth
Mississippi
$466K +$1.75K +30 +0.4%
S
770
Seeyond
France
$465K -$2.39K -41 -0.6%
EWM
771
EPG Wealth Management
Georgia
$465K +$43.1K +740 +11%
V
772
Veritable
Delaware
$462K +$4.89K +84 +1%
NL
773
NWAM LLC
Washington
$462K +$415K +7,127 New
IWAG
774
Integer Wealth Advisors Group
Georgia
$459K – – –
BP
775
BBR Partners
New York
$455K – – –
29 30
31
32 33