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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
VCS
801
Vaughan & Co Securities
New Jersey
$1.02M -$13.8K -119 -1%
VFA
802
Valeo Financial Advisors
Indiana
$1M +$8.82K +76 +0.9%
JWA
803
JFS Wealth Advisors
Pennsylvania
$1M +$896K +7,724 +858%
ER
804
Enlightenment Research
Florida
$1M -$125K -1,078 -11%
SB
805
Strategic Blueprint
Georgia
$997K +$78.9K +680 +9%
MOS
806
MGO One Seven
Ohio
$995K +$10.4K +90 +1%
FAIM
807
Financial Advocates Investment Management
Washington
$995K +$126K +1,083 +14%
MSCM
808
McElhenny Sheffield Capital Management
Texas
$991K +$989K +8,519 New
OAM
809
Oppenheimer Asset Management
New York
$988K -$209K -1,800 -17%
RC
810
RegentAtlantic Capital
New Jersey
$986K +$276K +2,379 +39%
DIM
811
DC Investments Management
Virginia
$985K +$983K +8,470 New
SFFS
812
Stonehage Fleming Financial Services
Jersey
$982K -$1.64M -14,150 -63%
CANY
813
Caxton Associates (New York)
New York
$978K +$630K +5,426 +182%
FNBSF
814
First National Bank Sioux Falls
South Dakota
$975K – – –
NDSI
815
Newman Dignan & Sheerar Inc
Rhode Island
$973K +$812 +7 +0.1%
CANC
816
Culbertson A N & Co
Virginia
$970K -$11.6K -100 -1%
ACM
817
Azimuth Capital Management
Michigan
$970K – – –
V
818
Veritable
Delaware
$966K +$43.9K +378 +5%
HI
819
Harbour Investments
Wisconsin
$964K -$424K -3,657 -31%
TAM
820
Townsend Asset Management
North Carolina
$964K +$232 +2 +0%
MFS
821
Mirabella Financial Services
United Kingdom
$963K +$637K +5,487 +197%
LIA
822
LBMC Investment Advisors
Tennessee
$960K – – –
OPWM
823
Oxinas Partners Wealth Management
Indiana
$958K +$956K +8,236 New
SCA
824
Sippican Capital Advisors
Massachusetts
$950K -$116K -1,000 -11%
CGL
825
Clarius Group LLC
Washington
$950K +$5.69K +49 +0.6%
31 32
33
34 35