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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
751
WesBanco Bank
West Virginia
$1.06M -$1.32K -15 -0.1%
HVIA
752
Hudson Valley Investment Advisors
New York
$1.06M -$72.7K -823 -6%
BFC
753
Blue Fin Capital
Rhode Island
$1.06M +$103K +1,162 +10%
EGA
754
E&G Advisors
Texas
$1.05M +$22.1K +250 +2%
WF
755
Welch & Forbes
Massachusetts
$1.05M -$556K -6,293 -34%
BCA
756
Bay Colony Advisors
Massachusetts
$1.05M -$34.3K -388 -3%
SAM
757
Secure Asset Management
Michigan
$1.04M +$1.24K +14 +0.1%
SSWM
758
Sheets Smith Wealth Management
North Carolina
$1.04M – – –
VFA
759
Valeo Financial Advisors
Indiana
$1.04M +$141K +1,594 +16%
RFN
760
RDA Financial Network
Iowa
$1.04M -$50.3K -570 -5%
WKWM
761
Walter & Keenan Wealth Management
Indiana
$1.03M +$8.21K +93 +0.8%
SAG
762
SageView Advisory Group
California
$1.03M +$272K +3,079 +36%
SW
763
StrongBox Wealth
Missouri
$1.03M +$1.03M +11,697 New
WIM
764
WealthPlan Investment Management
Nebraska
$1.02M -$1.53M -17,349 -60%
MW
765
Marcum Wealth
Ohio
$1.02M -$62.4K -706 -6%
AWA
766
Arkadios Wealth Advisors
Georgia
$1.02M +$69.3K +784 +7%
MHS
767
M Holdings Securities
Oregon
$1.02M -$145K -1,642 -12%
SFS
768
Sowell Financial Services
Arkansas
$1.02M -$707 -8 -0.1%
TPCW
769
TD Private Client Wealth
New York
$1.02M +$112K +1,271 +12%
BTWM
770
Baker Tilly Wealth Management
Wisconsin
$1.02M +$148K +1,673 +17%
MIM
771
Moseley Investment Management
Florida
$1.01M +$56.6K +641 +6%
S
772
SignatureFD
Georgia
$1.01M +$274K +3,102 +37%
SFS
773
Stiles Financial Services
Minnesota
$1.01M +$261K +2,951 +35%
AIP
774
Almanack Investment Partners
Pennsylvania
$1M +$88 +1 +0%
PWLP
775
Prio Wealth Limited Partnership
Massachusetts
$999K +$591K +6,689 +143%
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