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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
876
Brown Brothers Harriman & Co
New York
$160K – – –
PK
877
Pflug Koory
Nebraska
$152K – – –
SCA
878
Stonebridge Capital Advisors
Minnesota
$150K -$2.59K -50 -2%
OSAM
879
O'Shaughnessy Asset Management
Connecticut
$144K +$130K +2,500 +3,012%
BWL
880
Bogart Wealth LLC
Virginia
$143K +$80.5K +1,551 +155%
CTC
881
Central Trust Company
Missouri
$142K – – –
LPWM
882
Lake Point Wealth Management
Texas
$142K +$132K +2,537 New
TF
883
Tompkins Financial
New York
$140K +$130K +2,500 New
OC
884
Oakworth Capital
Alabama
$138K – – –
PO
885
Private Ocean
California
$135K -$17.4K -336 -12%
PFBT
886
Parkside Financial Bank & Trust
Missouri
$135K – – –
AP
887
Arlington Partners
Alabama
$132K +$122K +2,360 New
PA
888
Procyon Advisors
Connecticut
$130K +$120K +2,322 New
GDP
889
Great Diamond Partners
Maine
$128K +$119K +2,302 New
ICM
890
Islay Capital Management
Texas
$112K +$104K +2,000 New
QI
891
QS Investors
New York
$112K +$104K +2,000 New
AJ
892
Ashburton (Jersey)
Jersey
$109K -$3.84K -74 -4%
WCG
893
Weaver Consulting Group
California
$107K +$12.7K +245 +13%
JFA
894
JNBA Financial Advisors
Minnesota
$106K – – –
IFAM
895
Institutional & Family Asset Management
Colorado
$104K +$882 +17 +0.9%
SFG
896
Sowa Financial Group
Rhode Island
$98K +$90.8K +1,750 New
WAP
897
Wealthcare Advisory Partners
Pennsylvania
$96K -$12K -231 -12%
CFN
898
Cordasco Financial Network
Florida
$96K +$830 +16 +0.9%
MCM
899
Manchester Capital Management
Vermont
$91K – – –
RCG
900
Ruggie Capital Group
Florida
$90K -$161K -3,100 -66%
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