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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
976
Mission Wealth Management
California
$275K -$20.2K -293 -7%
CWM
977
Calamos Wealth Management
Illinois
$275K – – –
VWA
978
V Wealth Advisors
Kansas
$274K +$8.35K +121 +3%
GWM
979
Gray Wealth Management
Maine
$274K +$22.8K +330 +10%
AAS
980
Annex Advisory Services
Wisconsin
$272K +$828 +12 +0.3%
PMFA
981
Plante Moran Financial Advisors
Michigan
$270K -$274K -3,975 -52%
BC
982
Barnett & Company
Tennessee
$269K -$88K -1,275 -26%
IIA
983
IPG Investment Advisors
California
$268K +$248K +3,590 New
UAS
984
United Asset Strategies
New York
$265K -$13K -189 -5%
JAG
985
Journey Advisory Group
Kentucky
$265K – – –
PG
986
Proffitt & Goodson
Tennessee
$265K – – –
SAMT
987
Select Asset Management & Trust
Pennsylvania
$265K – – –
BMWM
988
Brown Miller Wealth Management
Virginia
$265K +$483 +7 +0.2%
BFG
989
Baron Financial Group
New Jersey
$265K +$86.3K +1,250 +54%
BRG
990
Bay Rivers Group
Virginia
$262K – – –
ONST
991
Old North State Trust
North Carolina
$262K +$23.9K +346 +11%
QCM
992
Quest Capital Management
Texas
$261K -$12.6K -182 -5%
SFBLI
993
Southern Farm Bureau Life Insurance
Mississippi
$261K – – –
HWM
994
Hohimer Wealth Management
Washington
$260K -$1.33M -19,238 -85%
GAM
995
Guinness Asset Management
United Kingdom
$260K +$3.45K +50 +1%
ACS
996
Archford Capital Strategies
Illinois
$257K -$30.5K -442 -12%
FMC
997
First Merchants Corp
Indiana
$255K – – –
PWA
998
Phoenix Wealth Advisors
North Carolina
$255K – – –
VA
999
Valmark Advisers
Ohio
$255K +$22.6K +327 +11%
TI
1000
Tidal Investments
Wisconsin
$255K +$237K +3,426 New
38 39
40
41 42