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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
876
Avestar Capital
New York
$305K -$22.5K -387 -8%
WF
877
Welch & Forbes
Massachusetts
$305K – – –
CTC
878
Central Trust Company
Missouri
$305K +$162K +2,779 +144%
WA
879
WealthTrust Axiom
Pennsylvania
$304K – – –
RWA
880
Ropes Wealth Advisors
Massachusetts
$303K +$291 +5 +0.1%
NCM
881
Next Capital Management
New York
$302K -$29.8K -511 -10%
DY
882
Dowling & Yahnke
California
$301K +$35.8K +614 +15%
HR
883
Hayden Royal
North Carolina
$299K – – –
MTC
884
McDaniel Terry & Co
Texas
$297K +$266K +4,575 New
APP
885
Avantax Planning Partners
Iowa
$296K -$44K -756 -14%
PWLP
886
Prio Wealth Limited Partnership
Massachusetts
$294K +$25.9K +444 +11%
AIC
887
Ameritas Investment Company
Nebraska
$294K +$42.5K +729 +19%
WG
888
Winton Group
United Kingdom
$293K +$263K +4,519 New
MHIC
889
Marble Harbor Investment Counsel
Massachusetts
$292K – – –
GLA
890
Good Life Advisors
Pennsylvania
$290K -$131K -2,247 -33%
WT
891
Washington Trust
Rhode Island
$289K -$46.6K -800 -15%
RC
892
RegentAtlantic Capital
New Jersey
$289K -$699 -12 -0.3%
SIC
893
Shoker Investment Counsel
Ohio
$288K +$58 +1 +0%
AIM
894
Anchor Investment Management
South Carolina
$285K – – –
OPA
895
Old Port Advisors
Maine
$285K -$8.68K -149 -3%
HCM
896
Howland Capital Management
Massachusetts
$285K -$582 -10 -0.2%
AW
897
ACG Wealth
Georgia
$285K +$1.75K +30 +0.7%
QI
898
Qtron Investments
Massachusetts
$284K +$255K +4,382 New
ST
899
Smithfield Trust
Pennsylvania
$283K -$107K -1,835 -30%
BIAS
900
Beacon Investment Advisory Services
New Jersey
$282K +$26.2K +450 +12%
34 35
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37 38