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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
976
Capital Analysts LLC
Pennsylvania
$1.26M +$46.5K +387 +4%
SW
977
SVB Wealth
Massachusetts
$1.26M +$447K +3,718 +53%
AC
978
AlphaCore Capital
California
$1.25M +$183K +1,527 +17%
FTWA
979
Fifth Third Wealth Advisors
Ohio
$1.25M +$146K +1,214 +13%
WKWM
980
Walter & Keenan Wealth Management
Indiana
$1.24M -$5.89K -49 -0.5%
CGA
981
Crescent Grove Advisors
Illinois
$1.24M -$92.4K -769 -7%
AB
982
ANB Bank
Colorado
$1.24M -$10.8K -90 -0.8%
LGA
983
Lebenthal Global Advisors
New York
$1.24M +$53.2K +443 +4%
DP
984
Dearborn Partners
Illinois
$1.23M – – –
HH
985
Hilltop Holdings
Texas
$1.23M -$164K -1,363 -12%
MFGM
986
Marshall Financial Group (Maryland)
Maryland
$1.23M +$826K +6,876 +194%
RIG
987
RiverFront Investment Group
Virginia
$1.22M +$77.6K +646 +7%
AWM
988
Avondale Wealth Management
Texas
$1.21M +$168K +1,400 +16%
SEIA
989
Signature Estate & Investment Advisors
California
$1.21M -$301K -2,502 -20%
IF
990
Intrua Financial
Texas
$1.21M -$256K -2,134 -17%
HIMC
991
Heritage Investors Management Corp
Maryland
$1.2M -$6.01K -50 -0.5%
GWA
992
Gratus Wealth Advisors
Virginia
$1.2M +$15.5K +129 +1%
GIA
993
Gateway Investment Advisers
Ohio
$1.2M -$250K -2,082 -17%
KHCM
994
Kirtland Hills Capital Management
Ohio
$1.19M -$38.8K -323 -3%
BP
995
BBR Partners
New York
$1.19M +$120 +1 +0%
TGAM
996
TBH Global Asset Management
Tennessee
$1.19M +$120 +1 +0%
EB
997
Eastern Bank
Massachusetts
$1.18M +$79.4K +661 +7%
HCM
998
Hollencrest Capital Management
California
$1.18M +$1.44K +12 +0.1%
ZF
999
Zhang Financial
Michigan
$1.18M -$215K -1,790 -15%
MAM
1000
Morse Asset Management
Connecticut
$1.18M -$260K -2,163 -18%
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