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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
851
Harbor Advisors
Florida
$2.05M – – –
AWM
852
Accel Wealth Management
Iowa
$2.04M -$29.1K -212 -2%
WPP
853
Whalerock Point Partners
Rhode Island
$2.03M +$651K +4,738 +54%
TFS
854
Thoroughbred Financial Services
Tennessee
$2.03M -$67.9K -494 -4%
UBG
855
United Bank (Georgia)
Georgia
$2.02M +$238K +1,729 +15%
RA
856
RiverPark Advisors
New York
$2.02M +$40.4K +294 +2%
WCP
857
Wealthcare Capital Partners
Pennsylvania
$2.02M +$94.1K +685 +5%
DP
858
Dearborn Partners
Illinois
$2.02M -$92.3K -672 -5%
QCG
859
Quadrant Capital Group
Ohio
$2.01M +$632K +4,602 +52%
BMCM
860
Bryn Mawr Capital Management
Pennsylvania
$1.99M +$106K +770 +6%
PMSA
861
Patrick M. Sweeney & Associates
Illinois
$1.99M -$104K -754 -6%
LSA
862
L & S Advisors
California
$1.99M +$1.11M +8,099 +155%
SIM
863
SWP Investment Management
Ohio
$1.99M +$1.08M +7,876 +145%
VFA
864
Valeo Financial Advisors
Indiana
$1.99M +$70.3K +512 +4%
IFPG
865
Intrepid Financial Planning Group
Indiana
$1.98M -$45.9K -334 -2%
HH
866
Hilltop Holdings
Texas
$1.98M +$16.5K +120 +0.9%
NVIM
867
New Vernon Investment Management
Illinois
$1.97M – – –
BOPW
868
Brandywine Oak Private Wealth
Pennsylvania
$1.97M +$37.6K +274 +2%
GT
869
Greenleaf Trust
Michigan
$1.97M -$20.3K -148 -1%
SWM
870
Segment Wealth Management
Texas
$1.97M -$11.4M -82,747 -86%
ST
871
Spinnaker Trust
Maine
$1.96M +$213K +1,551 +13%
LWM
872
Lodestone Wealth Management
Washington
$1.96M +$37.2K +271 +2%
SMC
873
Smith, Moore & Co
Missouri
$1.96M +$46K +335 +3%
CCM
874
Coldstream Capital Management
Washington
$1.96M +$352K +2,560 +24%
KAS
875
KPP Advisory Services
Kentucky
$1.95M +$81.9K +596 +5%
33 34
35
36 37