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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
801
Harbor Investment Advisory
Maryland
$2.02M -$2.07M -15,922 -48%
IFWM
802
Institute for Wealth Management
Colorado
$2.01M +$61.9K +476 +3%
SSWM
803
Smith Salley Wealth Management
North Carolina
$2.01M +$381K +2,931 +20%
RCWM
804
Royal Capital Wealth Management
Indiana
$2.01M +$2.21K +17 +0.1%
IP
805
Intellectus Partners
California
$2.01M -$39K -300 -2%
BTD
806
BankPlus Trust Department
Mississippi
$2.01M -$280K -2,151 -11%
MTIC
807
Missouri Trust & Investment Company
Missouri
$1.99M +$399K +3,064 +22%
AWG
808
Altus Wealth Group
Colorado
$1.99M -$218K -1,679 -9%
CH
809
Canton Hathaway
Rhode Island
$1.97M +$104K +800 +5%
OA
810
Oxbow Advisors
Texas
$1.96M -$905K -6,956 -29%
BRG
811
Bay Rivers Group
Virginia
$1.95M -$214K -1,646 -9%
MA
812
Mutual Advisors
Nebraska
$1.95M +$107K +820 +5%
HIA
813
Harvest Investment Advisors
Florida
$1.95M +$173K +1,328 +9%
MIC
814
Means Investment Company
Maine
$1.94M +$17.2K +132 +0.8%
NSB
815
Norway Savings Bank
Maine
$1.94M +$177K +1,363 +9%
CCM
816
Chickasaw Capital Management
Tennessee
$1.93M +$390 +3 +0%
OWM
817
Orca Wealth Management
Florida
$1.92M -$12.1K -93 -0.6%
SDIC
818
South Dakota Investment Council
South Dakota
$1.92M – – –
CG
819
Caprock Group
Idaho
$1.92M -$174K -1,334 -7%
WKSWA
820
White Knight Strategic Wealth Advisors
New Jersey
$1.91M -$68.6K -527 -3%
VNA
821
Valley National Advisers
Pennsylvania
$1.91M -$81.4K -626 -4%
FFS
822
Founders Financial Securities
Maryland
$1.91M +$1.88M +14,426 +748%
HEM
823
Henson-Edgewater Management
Ohio
$1.89M – – –
LA
824
LexAurum Advisors
Kansas
$1.88M +$2.12M +16,312 New
PTC
825
Private Trust Company
Ohio
$1.87M +$49.7K +382 +2%
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