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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
926
Ritholtz Wealth Management
New York
$1.15M +$24.7K +201 +2%
HAM
927
Harmony Asset Management
Arizona
$1.14M +$73.8K +600 +7%
AWG
928
Altus Wealth Group
Colorado
$1.14M -$37K -301 -3%
FPF
929
First Pacific Financial
Washington
$1.14M +$35.1K +285 +3%
CNBT
930
Cornerstone National Bank & Trust
Illinois
$1.13M +$72.7K +591 +7%
RIM
931
RW Investment Management
Idaho
$1.13M – – –
JCM
932
Jacobi Capital Management
Pennsylvania
$1.13M -$15.6K -127 -1%
IWM
933
IHT Wealth Management
Illinois
$1.12M -$111K -901 -9%
EWM
934
EPG Wealth Management
Georgia
$1.12M -$1.06M -8,640 Closed
IPAM
935
Investment Partners Asset Management
New Jersey
$1.11M -$2.71K -22 -0.2%
BBI
936
Baxter Bros Inc
Connecticut
$1.11M +$12.1K +98 +1%
TWM
937
Tradition Wealth Management
Minnesota
$1.11M -$39.6K -322 -3%
KCM
938
Kathmere Capital Management
Pennsylvania
$1.1M +$8.37K +68 +0.8%
FPAS
939
Focus Partners Advisor Solutions
Missouri
$1.1M -$277K -2,251 -20%
LWP
940
LMG Wealth Partners
Louisiana
$1.1M +$62.3K +506 +6%
FDS
941
First Dallas Securities
Texas
$1.09M -$120K -974 -10%
HSA
942
HBK Sorce Advisory
Pennsylvania
$1.09M +$4.31K +35 +0.4%
1CP
943
17 Capital Partners
Arizona
$1.09M -$386K -3,140 -26%
PNAA
944
Pictet North America Advisors
Switzerland
$1.09M – – –
CIC
945
Cornercap Investment Counsel
Georgia
$1.09M +$1.08M +8,772 New
BF
946
BOK Financial
Oklahoma
$1.08M +$116K +940 +12%
ST
947
Sabal Trust
Florida
$1.08M -$117K -949 -10%
AO
948
Advisor OS
Illinois
$1.08M -$90.2K -733 -8%
PCM
949
Pennsylvania Capital Management
Pennsylvania
$1.08M -$1.23K -10 -0.1%
MFG
950
MidWestOne Financial Group
Iowa
$1.08M +$60.8K +494 +6%
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