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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
901
Hall Capital Management
Rhode Island
$1.94M -$9.42K -62 -0.5%
KA
902
Klingman & Associates
New York
$1.93M -$389K -2,563 -17%
KWA
903
Kingswood Wealth Advisors
California
$1.93M +$509K +3,350 +36%
DL
904
Dockside LLC
New York
$1.93M +$1.91M +12,539 New
GIA
905
Gateway Investment Advisers
Ohio
$1.93M +$129K +851 +7%
HC
906
Hurley Capital
New York
$1.93M -$93.5K -615 -5%
CTC
907
Central Trust Company
Missouri
$1.93M -$258K -1,696 -12%
TFS
908
Thoroughbred Financial Services
Tennessee
$1.93M -$359K -2,365 -16%
BAM
909
Brave Asset Management
New Jersey
$1.91M – – –
CCM
910
Coldstream Capital Management
Washington
$1.91M -$483K -3,178 -20%
WSFS
911
Wilmington Savings Fund Society
Delaware
$1.9M -$7.6K -50 -0.4%
SCA
912
Sandy Cove Advisors
Massachusetts
$1.89M +$8.81K +58 +0.5%
MIM
913
Moseley Investment Management
Florida
$1.88M +$18.8K +124 +1%
UWP
914
Uniting Wealth Partners
Kansas
$1.87M -$334K -2,200 -15%
SWP
915
Sagespring Wealth Partners
Tennessee
$1.87M +$144K +945 +8%
FFA
916
Fragasso Financial Advisors
Pennsylvania
$1.87M -$537K -3,531 -23%
CIA
917
Choate Investment Advisors
Massachusetts
$1.87M -$59.3K -390 -3%
PHS
918
Pekin Hardy Strauss
Illinois
$1.87M -$266K -1,752 -13%
XWM
919
Xcel Wealth Management
Florida
$1.87M – – –
VV
920
Verity & Verity
South Carolina
$1.86M – – –
BIM
921
Baldwin Investment Management
Pennsylvania
$1.85M -$76.3K -502 -4%
PWAM
922
Pinnacle West Asset Management
Wyoming
$1.85M -$91.9K -605 -5%
LWCFA
923
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.85M -$30.4K -200 -2%
JCM
924
Jacobi Capital Management
Pennsylvania
$1.84M +$197K +1,294 +12%
WIM
925
Westside Investment Management
California
$1.84M +$760 +5 +0%
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