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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ORI
901
Oak Ridge Investments
Illinois
$1.02M -$567K -4,250 -35%
ACM
902
Azimuth Capital Management
Michigan
$1.01M -$66.7K -500 -6%
GAM
903
Guinness Asset Management
United Kingdom
$1.01M +$260K +1,950 +33%
ARC
904
Advisor Resource Council
Texas
$1.01M +$1.04M +7,821 New
SS
905
Sunbelt Securities
Texas
$1.01M -$81.2K -609 -7%
TA
906
Tectonic Advisors
Texas
$1.01M – – –
SB
907
Strategic Blueprint
Georgia
$1.01M -$102K -763 -9%
NFG
908
Next Financial Group
Texas
$1.01M +$76.4K +573 +8%
SMA
909
Sage Mountain Advisors
Georgia
$1.01M -$259K -1,940 -20%
LWP
910
Lumature Wealth Partners
Georgia
$1.01M +$24.7K +185 +2%
ER
911
Enlightenment Research
Florida
$996K -$120K -900 -10%
LJCM
912
Lee Johnson Capital Management
Texas
$996K +$1.03M +7,700 New
RIA
913
Realta Investment Advisors
Delaware
$993K +$34.5K +259 +3%
FPF
914
First Pacific Financial
Washington
$987K -$21.2K -159 -2%
TI
915
Tidal Investments
Wisconsin
$987K +$317K +2,374 +45%
SGA
916
Seaport Global Advisors
Massachusetts
$986K +$1.02M +7,621 New
CW
917
Connectus Wealth
Ohio
$978K +$1.01M +7,555 New
WA
918
WBH Advisory
Maryland
$974K +$5.47K +41 +0.5%
AWS
919
AJ Wealth Strategies
New York
$972K +$13.6K +102 +1%
RCG
920
Rock Creek Group
District of Columbia
$970K -$333K -2,500 -25%
WAM
921
WNY Asset Management
New York
$970K +$8.27K +62 +0.8%
DMBA
922
Deseret Mutual Benefit Administrators
Utah
$968K +$2.8K +21 +0.3%
AFP
923
Ausdal Financial Partners
Iowa
$965K +$52.5K +394 +6%
CWM
924
Congress Wealth Management
Massachusetts
$964K +$993K +7,446 New
B
925
Bailard
California
$953K – – –
35 36
37
38 39