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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
976
HBK Sorce Advisory
Pennsylvania
$1.3M +$44K +271 +3%
LFAS
977
Level Four Advisory Services
Texas
$1.3M +$13.3K +82 +0.9%
TCM
978
Triumph Capital Management
Colorado
$1.3M +$519K +3,195 +53%
SM
979
Samjo Management
New York
$1.29M – – –
AB
980
ANB Bank
Colorado
$1.29M +$7.63K +47 +0.5%
MFA
981
Mayflower Financial Advisors
Massachusetts
$1.29M -$21.9K -135 -1%
HFS
982
Howard Financial Services
Texas
$1.28M -$51.3K -316 -3%
FCH
983
Freestone Capital Holdings
Washington
$1.27M -$86K -530 -6%
HIMC
984
Heritage Investors Management Corp
Maryland
$1.27M -$18.3K -113 -1%
SSWM
985
Smith Salley Wealth Management
North Carolina
$1.27M +$69K +425 +5%
OFS
986
OMC Financial Services
New York
$1.27M +$396K +2,442 +37%
TWM
987
Tradition Wealth Management
Minnesota
$1.26M +$12.7K +78 +0.9%
ACA
988
Aptus Capital Advisors
Alabama
$1.26M +$88.5K +545 +6%
LCM
989
Landscape Capital Management
New Jersey
$1.26M +$17.2K +106 +1%
RIM
990
RW Investment Management
Idaho
$1.26M – – –
BCA
991
Bay Colony Advisors
Massachusetts
$1.25M -$29.1K -179 -2%
CT
992
Chicago Trust
Illinois
$1.25M +$198K +1,218 +16%
DIP
993
Davis Investment Partners
North Carolina
$1.24M – – –
SW
994
SVB Wealth
Massachusetts
$1.24M -$22.6M -139,450 -94%
TA
995
TFB Advisors
Kansas
$1.24M +$374K +2,304 +35%
AIM
996
Anchor Investment Management
South Carolina
$1.24M +$1.06M +6,500 +275%
QCG
997
Quadrant Capital Group
Ohio
$1.24M +$1.03M +6,374 +257%
WPP
998
Whalerock Point Partners
Rhode Island
$1.24M +$881K +5,425 +158%
1CP
999
17 Capital Partners
Arizona
$1.23M – – –
TC
1000
Truvestments Capital
Florida
$1.23M +$1.01M +6,239 +241%
38 39
40
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