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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MPI
976
Mairs & Power Inc
Minnesota
$398K -$107K -1,200 -23%
DPI
977
Diversified Portfolios Inc
Michigan
$398K +$364K +4,101 New
APP
978
Avantax Planning Partners
Iowa
$393K +$15.7K +177 +5%
OBWG
979
Onyx Bridge Wealth Group
New York
$393K +$64.8K +730 +23%
LC
980
Lindbrook Capital
California
$392K +$3.55K +40 +1%
GIA
981
Gladstone Institutional Advisory
Florida
$392K +$359K +4,037 New
CCA
982
Covey Capital Advisors
Georgia
$389K -$355K -4,000 Closed
CIAS
983
Capital Investment Advisory Services
North Carolina
$389K – – –
LB
984
Legacy Bridge
Iowa
$389K – – –
MIM
985
Merrion Investment Management
New Jersey
$388K – – –
AAS
986
Annex Advisory Services
Wisconsin
$388K +$31.3K +353 +10%
CWS
987
Cypress Wealth Services
California
$387K +$353K +3,980 New
SW
988
SteelPeak Wealth
California
$384K +$5.33K +60 +2%
KFGK
989
Keystone Financial Group (Kentucky)
Kentucky
$383K +$18.1K +204 +5%
BIAS
990
Beacon Investment Advisory Services
New Jersey
$379K -$35.5K -400 -9%
HCM
991
Howland Capital Management
Massachusetts
$378K – – –
ST
992
Smithfield Trust
Pennsylvania
$376K – – –
MWM
993
Midwest Wealth Management
Indiana
$374K -$1.86K -21 -0.5%
WAAG
994
Wealth Alliance Advisory Group
Kansas
$374K – – –
AP
995
Appleton Partners
Massachusetts
$374K +$342K +3,849 New
BFWA
996
Benchmark Financial Wealth Advisors
Florida
$373K +$3.2K +36 +0.9%
PSUF
997
People's United Financial
Connecticut
$371K -$6.57K -74 -2%
IWA
998
IVC Wealth Advisors
Pennsylvania
$370K -$4.88K -55 -1%
TGAM
999
TBH Global Asset Management
Tennessee
$370K – – –
JCM
1000
Jacobi Capital Management
Pennsylvania
$368K -$35.6K -401 -10%
38 39
40
41 42