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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
901
Bay Colony Advisors
Massachusetts
$1.24M -$26.6K -216 -2%
DIP
902
Davis Investment Partners
North Carolina
$1.23M – – –
BAM
903
Byrne Asset Management
New Jersey
$1.23M -$41.5K -337 -3%
FCH
904
Freestone Capital Holdings
Washington
$1.23M +$334K +2,714 +38%
TPCW
905
TD Private Client Wealth
New York
$1.22M +$83.6K +679 +7%
SCA
906
Sandy Cove Advisors
Massachusetts
$1.21M +$7.75K +63 +0.6%
ACM
907
Ayrshire Capital Management
Connecticut
$1.21M +$20.2K +164 +2%
VWMG
908
Virginia Wealth Management Group
Virginia
$1.2M -$11.9K -97 -1%
GWA
909
Gratus Wealth Advisors
Virginia
$1.2M +$29.7K +241 +3%
LIA
910
LBMC Investment Advisors
Tennessee
$1.2M +$246 +2 +0%
VA
911
Vident Advisory
Georgia
$1.19M +$57.5K +467 +5%
MFA
912
Mayflower Financial Advisors
Massachusetts
$1.19M +$156K +1,267 +15%
RWB
913
RMR Wealth Builders
New Jersey
$1.18M -$215K -1,745 -15%
MFS
914
Mattson Financial Services
Michigan
$1.18M +$1.17M +9,506 New
PCC
915
Park Circle Company
Maryland
$1.18M – – –
FFA
916
Farther Finance Advisors
California
$1.17M +$297K +2,415 +34%
JFG
917
Jefferies Financial Group
New York
$1.17M -$1.43M -11,600 -55%
HKAM
918
Horizon Kinetics Asset Management
New York
$1.16M -$12.3K -100 -1%
PWP
919
Perfromance Wealth Partners
Illinois
$1.16M -$13.9M -112,914 -92%
LCWP
920
Legacy Capital Wealth Partners
Arkansas
$1.15M +$1.15M +9,305 New
BP
921
Ballentine Partners
Massachusetts
$1.15M -$87.6K -712 -7%
MIH
922
Meitav Investment House
Israel
$1.15M +$32K +260 +3%
SM
923
Samjo Management
New York
$1.15M +$12.3K +100 +1%
EA
924
Everpar Advisors
Oklahoma
$1.15M -$17.1K -139 -1%
AGC
925
Aspen Grove Capital
Colorado
$1.15M +$492 +4 +0%
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