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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
926
Daymark Wealth Partners
Ohio
$579K +$674K +7,804 New
B
927
Bailard
California
$575K +$33.2K +384 +5%
HTC
928
Haverford Trust Company
Pennsylvania
$574K – – –
SYBT
929
Stock Yards Bank & Trust
Kentucky
$574K +$420K +4,864 +170%
BAM
930
Bosun Asset Management
Illinois
$573K +$667K +7,727 New
JWM
931
Jeppson Wealth Management
California
$573K -$30.7K -356 -4%
FMAEN1
932
Fund Management at Engine No 1
California
$573K +$84.5K +978 +14%
VFA
933
Voya Financial Advisors
Connecticut
$572K +$47.7K +552 +8%
API
934
Advisor Partners II
California
$572K +$240K +2,781 +56%
SPA
935
Sherbrooke Park Advisers
New York
$571K +$665K +7,700 New
HA
936
Herold Advisors
New York
$570K +$173K +2,006 +35%
CFA
937
Compass Financial Advisors
Indiana
$569K +$145K +1,680 +28%
CI
938
Cigna Investments
Connecticut
$568K -$432 -5 -0.1%
PRC
939
Pearl River Capital
Michigan
$568K -$2.16M -25,059 -77%
SBIA
940
Sheaff Brock Investment Advisors
Indiana
$564K +$6.39K +74 +1%
MCC
941
Money Concepts Capital
Florida
$564K +$444K +5,147 +210%
CIA
942
Cladis Investment Advisory
Montana
$564K +$86.4K +1,000 +15%
SCM
943
Schnieders Capital Management
California
$559K +$651K +7,538 New
AC
944
Addison Capital
Pennsylvania
$559K -$27.3K -316 -4%
GGS
945
Galvin Gaustad & Stein
Arizona
$558K -$189K -2,186 -23%
SB
946
Strategic Blueprint
Georgia
$557K +$10.2K +118 +2%
BAM
947
Byrne Asset Management
New Jersey
$556K -$67.4K -780 -9%
IAS
948
Insigneo Advisory Services
Florida
$555K +$646K +7,485 New
GGI
949
Godsey & Gibb Inc
Virginia
$554K +$645K +7,464 New
BMWM
950
Brown Miller Wealth Management
Virginia
$553K +$372K +4,309 +137%
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