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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
776
Dynamic Advisor Solutions
Arizona
$840K +$48.6K +547 +7%
CCP
777
Corient Capital Partners
California
$834K +$106K +1,190 +16%
FA
778
FDx Advisors
Illinois
$832K -$139K -1,560 -15%
VFA
779
Valeo Financial Advisors
Indiana
$830K -$125K -1,402 -14%
CANC
780
Culbertson A N & Co
Virginia
$820K +$750K +8,440 New
FNBSF
781
First National Bank Sioux Falls
South Dakota
$814K – – –
NDSI
782
Newman Dignan & Sheerar Inc
Rhode Island
$812K +$82.1K +924 +12%
SFG
783
SageGuard Financial Group
Tennessee
$811K +$741K +8,344 New
ACM
784
Azimuth Capital Management
Michigan
$810K – – –
AFP
785
Ausdal Financial Partners
Iowa
$804K -$1.16K -13 -0.2%
TAM
786
Townsend Asset Management
North Carolina
$804K +$355 +4 +0%
LIA
787
LBMC Investment Advisors
Tennessee
$802K +$733K +8,252 New
SNB
788
Security National Bank
Nebraska
$799K +$10.7K +120 +1%
WSTAM
789
Wilbanks Smith & Thomas Asset Management
Virginia
$789K -$2.84K -32 -0.4%
CGL
790
Clarius Group LLC
Washington
$788K +$6.75K +76 +0.9%
SIC
791
Samalin Investment Counsel
New York
$783K -$52.2K -588 -7%
DT
792
Diversified Trust
Tennessee
$778K +$220K +2,481 +45%
SM
793
Southport Management
Wyoming
$777K -$222K -2,500 -24%
HTC
794
Haverford Trust Company
Pennsylvania
$776K +$4.53K +51 +0.6%
FFS
795
Founders Financial Securities
Maryland
$770K -$183K -2,066 -21%
V
796
Veritable
Delaware
$770K -$33.9K -382 -5%
WAM
797
WNY Asset Management
New York
$769K -$1.6K -18 -0.2%
QPWM
798
Quadrant Private Wealth Management
Pennsylvania
$769K +$89 +1 +0%
SFSIG
799
San Francisco Sentry Investment Group
California
$768K +$82.1K +925 +13%
SB
800
Strategic Blueprint
Georgia
$767K +$1.95K +22 +0.3%
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