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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
801
Chickasaw Capital Management
Tennessee
$2.58M +$84.8K +558 +3%
SDIC
802
South Dakota Investment Council
South Dakota
$2.57M – – –
AWA
803
Acorn Wealth Advisors
Michigan
$2.56M +$24.9K +164 +1%
OIA
804
OneDigital Investment Advisors
Kansas
$2.55M -$111K -731 -4%
SPS
805
Susquehanna Portfolio Strategies
Pennsylvania
$2.54M – – –
HEM
806
Henson-Edgewater Management
Ohio
$2.53M +$2.5M +16,425 New
FNBSF
807
First National Bank Sioux Falls
South Dakota
$2.53M – – –
UWM
808
Udine Wealth Management
Florida
$2.53M +$95.7K +630 +4%
CH
809
Canton Hathaway
Rhode Island
$2.52M – – –
FFG
810
Fortem Financial Group
California
$2.52M +$180K +1,184 +8%
SC
811
Sierra Capital
Florida
$2.51M -$213K -1,400 -8%
CP
812
Cornerstone Planning
North Carolina
$2.51M +$2.46M +16,196 New
NAS
813
Nicolet Advisory Services
Wisconsin
$2.5M +$508K +3,346 +26%
ZCI
814
Zevenbergen Capital Investments
Washington
$2.49M -$28.9K -190 -1%
MA
815
Mutual Advisors
Nebraska
$2.49M -$48.2K -317 -2%
RBI
816
Raiffeisen Bank International
Austria
$2.48M +$371K +2,443 +18%
WP
817
WealthPLAN Partners
Nebraska
$2.48M -$162K -1,065 -6%
MPCA
818
Madison Park Capital Advisors
Washington
$2.48M -$26.4K -174 -1%
SPC
819
Sigma Planning Corp
Michigan
$2.47M -$245K -1,612 -9%
SOAMC
820
Spirit of America Management Corp
New York
$2.47M – – –
MWM
821
Marion Wealth Management
Pennsylvania
$2.46M +$71K +467 +3%
PTC
822
Private Trust Company
Ohio
$2.45M +$18.2K +120 +0.8%
IAMOG
823
Investors Asset Management of Georgia
Georgia
$2.43M +$572K +3,765 +31%
TFG
824
Taylor Financial Group
Virginia
$2.42M +$69.1K +455 +3%
LCM
825
Landscape Capital Management
New Jersey
$2.41M +$349K +2,299 +17%
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