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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
976
LBP AM
France
$974K +$98.3K +799 +11%
AG
977
Ascent Group
Virginia
$971K +$343K +2,784 +55%
AAP
978
Arax Advisory Partners
Colorado
$963K +$25.5K +207 +3%
LI
979
Latash Investments
Alaska
$962K -$123K -1,000 -11%
DAS
980
Dynamic Advisor Solutions
Arizona
$961K -$171K -1,387 -15%
EW
981
Element Wealth
Mississippi
$957K +$100K +813 +12%
HA
982
Harbor Advisors
Florida
$953K – – –
HWM
983
Heirloom Wealth Management
Colorado
$952K +$984 +8 +0.1%
B
984
Bailard
California
$951K – – –
ONST
985
Old North State Trust
North Carolina
$951K +$43.6K +354 +5%
BMWM
986
Brown Miller Wealth Management
Virginia
$946K -$1.72K -14 -0.2%
SRC
987
Sage Rhino Capital
California
$943K +$5.29K +43 +0.6%
HI
988
Harbour Investments
Wisconsin
$940K +$57.8K +470 +7%
AIP
989
Ameritas Investment Partners
Nebraska
$931K -$93.6K -761 -9%
VFA
990
Voya Financial Advisors
Connecticut
$928K +$8.86K +72 +1%
CI
991
Cigna Investments
Connecticut
$927K -$6.28K -51 -0.7%
FCI
992
Financial Counselors Inc
Kansas
$924K -$10.5K -85 -1%
RA
993
RFG Advisory
Alabama
$922K -$336K -2,729 -27%
SCA
994
Sippican Capital Advisors
Massachusetts
$918K – – –
BFWA
995
Benchmark Financial Wealth Advisors
Florida
$916K +$6.28K +51 +0.7%
LC
996
LCNB Corp
Ohio
$908K +$9.84K +80 +1%
MWM
997
Mission Wealth Management
California
$906K +$337K +2,735 +60%
DM
998
Deerfield Management
New York
$905K +$900K +7,312 New
CAM
999
Close Asset Management
United Kingdom
$904K +$45.4K +369 +5%
KIC
1000
Kensington Investment Counsel
California
$902K +$131K +1,068 +17%
38 39
40
41 42