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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
776
Mork Capital Management
California
$999K – – –
VCA
777
Verdence Capital Advisors
Maryland
$990K -$33.7K -382 -3%
MFG
778
Magnus Financial Group
New York
$989K +$32.5K +368 +3%
CCB
779
Country Club Bank
Missouri
$985K -$530 -6 -0.1%
AWM
780
Angeles Wealth Management
California
$982K -$50.2K -568 -5%
RA
781
RFG Advisory
Alabama
$978K -$112K -1,269 -10%
CA
782
Carson Advisory
Georgia
$977K -$22K -249 -2%
WW
783
Waterfront Wealth
Kansas
$975K – – –
CCM
784
Chickasaw Capital Management
Tennessee
$972K – – –
MGIA
785
Moneta Group Investment Advisors
Missouri
$969K +$680K +7,700 +231%
CIM
786
Confluence Investment Management
Missouri
$966K +$972K +11,000 New
AAM
787
AR Asset Management
California
$966K – – –
WP
788
WMS Partners
Maryland
$966K +$1.06K +12 +0.1%
WAP
789
Wealthcare Advisory Partners
Pennsylvania
$964K +$96.8K +1,096 +11%
PCM
790
Poehling Capital Management
Wisconsin
$963K -$9.72K -110 -1%
TGAM
791
TBH Global Asset Management
Tennessee
$962K +$37.5K +425 +4%
GWCM
792
Godshalk Welsh Capital Management
Pennsylvania
$949K +$11K +125 +1%
DIP
793
DT Investment Partners
Pennsylvania
$947K +$232K +2,630 +33%
YCM
794
Yousif Capital Management
Michigan
$946K +$39.7K +450 +4%
WA
795
Wambolt & Associates
Colorado
$944K +$86.6K +980 +10%
PTC
796
Private Trust Company
Ohio
$941K +$24K +272 +3%
HCM
797
Highlander Capital Management
New Jersey
$940K -$66.2K -750 -7%
NFG
798
Nations Financial Group
Iowa
$939K -$264K -2,990 -22%
DWP
799
Daymark Wealth Partners
Ohio
$926K +$242K +2,736 +35%
PCC
800
Park Circle Company
Maryland
$922K – – –
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