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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
926
Nicolet Advisory Services
Wisconsin
$635K +$683K +7,730 New
EWM
927
EPG Wealth Management
Georgia
$634K +$162K +1,836 +34%
GGS
928
Galvin Gaustad & Stein
Arizona
$633K -$27.7K -314 -4%
HKAM
929
Horizon Kinetics Asset Management
New York
$628K +$52.1K +590 +9%
SEP
930
Southland Equity Partners
Missouri
$624K +$43.2K +489 +7%
WWM
931
Westwood Wealth Management
California
$624K -$146K -1,650 -19%
CIA
932
Cladis Investment Advisory
Montana
$624K -$44.2K -500 -7%
AFG
933
Alterity Financial Group
Maine
$622K +$21.6K +244 +4%
GCM
934
Gables Capital Management
Florida
$622K – – –
EFMC
935
Empire Financial Management Company
New York
$621K +$625K +7,072 New
FFN
936
Focus Financial Network
Minnesota
$617K +$9.63K +109 +2%
EM
937
Excalibur Management
Massachusetts
$616K +$3.44K +39 +0.6%
NFSG
938
Newbridge Financial Services Group
Florida
$616K -$9.89K -112 -2%
AGC
939
Aspen Grove Capital
Colorado
$615K +$24K +272 +4%
NW
940
Naviter Wealth
Arkansas
$615K -$88 -1 -0%
MMG
941
Monetary Management Group
Missouri
$615K – – –
LC
942
LCNB Corp
Ohio
$613K +$29.1K +330 +5%
WA
943
WealthTrust Axiom
Pennsylvania
$612K +$2.12K +24 +0.3%
WAM
944
Walker Asset Management
Missouri
$612K +$19K +215 +3%
SCA
945
St. Clair Advisors
Ohio
$610K +$614K +6,950 New
ONB
946
Old National Bancorp
Indiana
$607K -$84.4K -956 -12%
VCM
947
Virtue Capital Management
Tennessee
$604K +$10.6K +120 +2%
PFA
948
Pathway Financial Advisers
Indiana
$604K +$153K +1,733 +34%
XS
949
XR Securities
Illinois
$603K +$91.2K +1,033 +18%
QI
950
Qtron Investments
Massachusetts
$603K -$123K -1,389 -17%
36 37
38
39 40