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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
951
Prosperity Consulting Group
Maryland
$1.09M +$78.7K +630 +8%
LGWM
952
Litman Gregory Wealth Management
California
$1.08M -$287K -2,300 -22%
USB
953
Union Savings Bank
Connecticut
$1.08M -$35.8K -287 -3%
MFG
954
MidWestOne Financial Group
Iowa
$1.08M +$6K +48 +0.6%
FFM
955
Forum Financial Management
Illinois
$1.08M +$21.6K +173 +2%
CT
956
Cambridge Trust
Massachusetts
$1.07M -$193K -1,547 -16%
MFG
957
Merit Financial Group
Georgia
$1.07M +$167K +1,339 +17%
TA
958
Tectonic Advisors
Texas
$1.06M +$7.49K +60 +0.7%
CRC
959
Curi RMB Capital
Illinois
$1.06M +$441K +3,531 +78%
CCA
960
Cravens & Co Advisors
Tennessee
$1.05M +$7.62K +61 +0.8%
SAM
961
Seelaus Asset Management
New Jersey
$1.05M +$12.5K +100 +1%
PWM
962
PBMares Wealth Management
Virginia
$1.05M -$62.4K -500 -6%
LBC
963
Lowe Brockenbrough & Co
Virginia
$1.05M -$77.4K -620 -7%
HCP
964
Hexagon Capital Partners
Arkansas
$1.04M -$8.37K -67 -0.8%
NL
965
NWAM LLC
Washington
$1.04M +$2.37K +19 +0.2%
ACIM
966
Azimuth Capital Investment Management
Michigan
$1.04M +$30K +240 +3%
HCM
967
Hodges Capital Management
Texas
$1.03M -$366K -2,930 -27%
FAIM
968
Financial Advocates Investment Management
Washington
$1.03M +$23.7K +190 +2%
BF
969
BOK Financial
Oklahoma
$1.03M +$17.2K +138 +2%
NDSI
970
Newman Dignan & Sheerar Inc
Rhode Island
$1.02M -$61.2K -490 -6%
HA
971
Harbor Advisors
Florida
$1.01M – – –
B
972
Bailard
California
$1.01M – – –
HWM
973
Heirloom Wealth Management
Colorado
$1.01M +$1.12K +9 +0.1%
GWA
974
Gratus Wealth Advisors
Virginia
$1.01M -$374K -2,998 -26%
BMWM
975
Brown Miller Wealth Management
Virginia
$1.01M +$5K +40 +0.5%
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