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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
776
Secure Asset Management
Michigan
$1.07M -$29.5K -342 -3%
NSB
777
Norway Savings Bank
Maine
$1.07M +$96.3K +1,115 +11%
MAS
778
Meeder Advisory Services
Ohio
$1.07M +$96.8K +1,120 +11%
BPC
779
Banque Pictet & Cie
Switzerland
$1.07M -$207K -2,400 -17%
CCB
780
Country Club Bank
Missouri
$1.07M – – –
AIP
781
Almanack Investment Partners
Pennsylvania
$1.06M -$432 -5 -0%
CA
782
Carson Advisory
Georgia
$1.06M +$25.9K +300 +3%
AC
783
Avory & Company
Florida
$1.06M +$273K +3,158 +38%
SSWM
784
Sheets Smith Wealth Management
North Carolina
$1.06M -$40.6K -470 -4%
MCM
785
Mork Capital Management
California
$1.06M – – –
EGA
786
E&G Advisors
Texas
$1.05M -$60.5K -700 -6%
PWLP
787
Prio Wealth Limited Partnership
Massachusetts
$1.05M -$9.68K -112 -1%
SOAMC
788
Spirit of America Management Corp
New York
$1.05M -$544K -6,300 -36%
LMKC
789
L.M. Kohn & Company
Ohio
$1.04M +$536K +6,209 +124%
AWM
790
Angeles Wealth Management
California
$1.04M +$3.02K +35 +0.3%
S
791
SignatureFD
Georgia
$1.04M -$23.8K -276 -2%
CM
792
Caption Management
Oklahoma
$1.04M +$967K +11,200 New
CRWM
793
Castle Rock Wealth Management
California
$1.04M +$27K +313 +3%
DIP
794
Davis Investment Partners
North Carolina
$1.04M – – –
AR
795
Advisory Research
Illinois
$1.04M +$183K +2,123 +23%
USB
796
Union Savings Bank
Connecticut
$1.03M +$849K +9,834 New
CCM
797
Chickasaw Capital Management
Tennessee
$1.03M – – –
LA
798
Legacy Advisors
Pennsylvania
$1.03M +$956K +11,064 New
CTC
799
Central Trust Company
Missouri
$1.03M +$132K +1,525 +16%
AAM
800
AR Asset Management
California
$1.02M – – –
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