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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
UH
801
Unigestion Holding
Switzerland
$825K -$344K -3,978 -27%
PCM
802
Poehling Capital Management
Wisconsin
$821K -$2.07K -24 -0.2%
CCM
803
Chickasaw Capital Management
Tennessee
$821K – – –
AAM
804
AR Asset Management
California
$816K – – –
WP
805
WMS Partners
Maryland
$815K -$61.9K -717 -6%
MFG
806
Magnus Financial Group
New York
$808K -$92.9K -1,076 -9%
MIM
807
Moseley Investment Management
Florida
$806K -$107K -1,242 -10%
AWA
808
Arkadios Wealth Advisors
Georgia
$803K +$452K +5,233 +94%
LTAS
809
Linden Thomas Advisory Services
North Carolina
$803K +$934K +10,818 New
TRCT
810
Tower Research Capital (TRC)
New York
$800K +$68.2K +790 +8%
FCI
811
Financial Counselors Inc
Kansas
$797K +$76.7K +888 +9%
FPGK
812
Financial Partners Group (Kansas)
Kansas
$796K +$208K +2,405 +41%
GWCM
813
Godshalk Welsh Capital Management
Pennsylvania
$792K -$23.7K -275 -3%
FWP
814
FAS Wealth Partners
Kansas
$788K +$125K +1,444 +16%
FA
815
Fiducient Advisors
Illinois
$784K +$913K +10,573 New
CCP
816
Carmel Capital Partners
California
$782K -$143K -1,656 -14%
TGAM
817
TBH Global Asset Management
Tennessee
$781K +$547K +6,336 +151%
PCC
818
Park Circle Company
Maryland
$779K – – –
QCM
819
Qsemble Capital Management
New York
$779K +$907K +10,500 New
PTC
820
Private Trust Company
Ohio
$774K -$147K -1,706 -14%
UBG
821
United Bank (Georgia)
Georgia
$773K +$88K +1,019 +11%
DWA
822
Douglass Winthrop Advisors
New York
$772K – – –
YCM
823
Yousif Capital Management
Michigan
$765K +$174K +2,015 +24%
TPCW
824
TD Private Client Wealth
New York
$765K -$144K -1,670 -14%
PSCM
825
Per Stirling Capital Management
Texas
$760K +$885K +10,249 New
31 32
33
34 35