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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
976
Arax Advisory Partners
Colorado
$1.15M -$38.4K -277 -4%
VFA
977
Voya Financial Advisors
Connecticut
$1.15M -$11.4K -82 -1%
BFWA
978
Benchmark Financial Wealth Advisors
Florida
$1.14M +$6.38K +46 +0.6%
CFMC
979
Curbstone Financial Management Corp
New Hampshire
$1.14M +$125K +898 +14%
ACM
980
Absolute Capital Management
Pennsylvania
$1.14M +$1.03M +7,415 New
CI
981
Cigna Investments
Connecticut
$1.13M -$18K -130 -2%
LC
982
LCNB Corp
Ohio
$1.12M – – –
SCA
983
Sippican Capital Advisors
Massachusetts
$1.12M -$16K -115 -2%
WAM
984
Walker Asset Management
Missouri
$1.12M +$6.38K +46 +0.6%
MWM
985
Mission Wealth Management
California
$1.11M -$5.69K -41 -0.6%
CAM
986
Close Asset Management
United Kingdom
$1.11M -$9.57K -69 -0.9%
HI
987
Harbour Investments
Wisconsin
$1.1M -$52.6K -379 -5%
HWM
988
Heirloom Wealth Management
Colorado
$1.1M -$72.7K -524 -7%
NCM
989
NCM Capital Management
New Jersey
$1.09M – – –
SLWA
990
San Luis Wealth Advisors
California
$1.09M +$345K +2,490 +54%
WPC
991
Wedmont Private Capital
Pennsylvania
$1.09M +$191K +1,377 +23%
SSWM
992
Sheets Smith Wealth Management
North Carolina
$1.09M -$502K -3,620 -34%
EM
993
Excalibur Management
Massachusetts
$1.09M -$3.33K -24 -0.3%
NB
994
NBT Bank
New York
$1.09M +$8.88K +64 +0.9%
HCMT
995
Highland Capital Management (Tennessee)
Tennessee
$1.09M – – –
HEIP
996
Hudson Edge Investment Partners
New Jersey
$1.08M -$27.7K -200 -3%
PCH
997
PGIM Custom Harvest
New Jersey
$1.07M +$38.6K +278 +4%
CIA
998
Cladis Investment Advisory
Montana
$1.07M – – –
HA
999
Herold Advisors
New York
$1.07M +$694 +5 +0.1%
LIG
1000
Lokken Investment Group
Delaware
$1.06M -$18.7K -135 -2%
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40
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