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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
851
BDO Wealth Advisors
Florida
$346K -$16.6K -285 -5%
OWA
852
Octavia Wealth Advisors
Ohio
$346K +$311K +5,334 New
FFN
853
Focus Financial Network
Minnesota
$344K +$36.4K +625 +13%
SAM
854
Shell Asset Management
Netherlands
$344K +$76.6K +1,315 +33%
RWA
855
Redhawk Wealth Advisors
Minnesota
$341K -$93.3K -1,602 -23%
FLPIM
856
F.L. Putnam Investment Management
Massachusetts
$340K +$5.82K +100 +2%
AC
857
Apella Capital
Connecticut
$336K +$2.21K +38 +0.7%
SDAM
858
Shulman DeMeo Asset Management
New York
$336K +$302K +5,189 New
NDSI
859
Newman Dignan & Sheerar Inc
Rhode Island
$334K +$582 +10 +0.2%
AG
860
AlphaSimPlex Group
Massachusetts
$332K – – –
TWM
861
Tradition Wealth Management
Minnesota
$332K +$299K +5,129 New
PCTC
862
Perkins Coie Trust Company
Washington
$331K +$284K +4,884 +2,190%
KTC
863
Kistler-Tiffany Companies
Pennsylvania
$329K – – –
QAM
864
QCI Asset Management
New York
$328K +$28.1K +482 +11%
RWP
865
RWA Wealth Partners
Massachusetts
$325K +$292K +5,017 New
SAMH
866
Shanda Asset Management Holdings
British Virgin Islands
$324K -$8.73M -150,000 -97%
RF
867
Rollins Financial
Georgia
$324K +$291K +5,000 New
FI
868
FormulaFolio Investments
Michigan
$323K +$290K +4,986 New
CG
869
Caprock Group
Idaho
$322K +$289K +4,963 New
CIA
870
Choate Investment Advisors
Massachusetts
$321K +$288K +4,950 New
RE
871
RBC Europe
United Kingdom
$319K +$2.39K +41 +0.8%
WA1
872
Wimmer Associates 1
California
$317K – – –
BC
873
Barnett & Company
Tennessee
$316K -$43.4K -745 -13%
JWM
874
Jupiter Wealth Management
Colorado
$308K -$705K -12,100 -72%
RG
875
Retirement Group
California
$306K -$54.7K -939 -17%
33 34
35
36 37