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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
951
Chicago Trust
Illinois
$1.23M +$318K +2,295 +40%
USB
952
Union Savings Bank
Connecticut
$1.23M – – –
AF
953
Advisornet Financial
Minnesota
$1.23M +$129K +928 +13%
SVWAG
954
Sound View Wealth Advisors Group
Georgia
$1.23M +$148K +1,069 +15%
EW
955
Element Wealth
Mississippi
$1.22M +$34.1K +246 +3%
SB
956
Strategic Blueprint
Georgia
$1.22M +$6.52K +47 +0.6%
SCP
957
Stamos Capital Partners
California
$1.22M -$2.14M -15,410 -66%
ACIM
958
Azimuth Capital Investment Management
Michigan
$1.19M -$13.9K -100 -1%
SRC
959
Sage Rhino Capital
California
$1.19M +$25.5K +184 +2%
AIP
960
Ameritas Investment Partners
Nebraska
$1.19M +$38K +274 +4%
LI
961
Latash Investments
Alaska
$1.19M – – –
IF
962
Intrua Financial
Texas
$1.19M +$439K +3,165 +69%
CC
963
Callan Capital
California
$1.19M -$29.6K -213 -3%
ONST
964
Old North State Trust
North Carolina
$1.19M +$9.43K +68 +0.9%
EWM
965
Empirical Wealth Management
Washington
$1.18M -$32.7K -236 -3%
HA
966
Harbor Advisors
Florida
$1.18M – – –
RSWM
967
Robertson Stephens Wealth Management
California
$1.18M +$560K +4,034 +110%
DAS
968
Dynamic Advisor Solutions
Arizona
$1.18M -$10.1K -73 -0.9%
BMWM
969
Brown Miller Wealth Management
Virginia
$1.18M +$6.66K +48 +0.6%
HCP
970
Hexagon Capital Partners
Arkansas
$1.17M -$50.2K -362 -5%
MFS
971
Mattson Financial Services
Michigan
$1.17M -$8.88K -64 -0.7%
FTWA
972
Fifth Third Wealth Advisors
Ohio
$1.16M +$224K +1,615 +27%
SM
973
Sweeney & Michel
California
$1.16M +$3.88K +28 +0.4%
KIC
974
Kensington Investment Counsel
California
$1.16M +$37.6K +271 +4%
SMA
975
Sage Mountain Advisors
Georgia
$1.16M +$118K +854 +13%
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