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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
A
1001
AlphaQuest
New York
$1.23M +$1.43M +8,806 New
PNAA
1002
Pictet North America Advisors
Switzerland
$1.23M – – –
BAM
1003
Byrne Asset Management
New Jersey
$1.22M -$162K -1,000 -10%
CNBT
1004
Cornerstone National Bank & Trust
Illinois
$1.22M -$78.7K -485 -5%
PCM
1005
Pennsylvania Capital Management
Pennsylvania
$1.22M -$4.87K -30 -0.3%
QIM
1006
Quest Investment Management
Oregon
$1.21M -$4.94M -30,434 -78%
GWA
1007
Gratus Wealth Advisors
Virginia
$1.21M -$13.1K -81 -0.9%
HTC
1008
Haverford Trust Company
Pennsylvania
$1.19M +$28.2K +174 +2%
MSCM
1009
McElhenny Sheffield Capital Management
Texas
$1.19M -$505K -3,112 -27%
HWM
1010
Heirloom Wealth Management
Colorado
$1.19M +$1.62K +10 +0.1%
AF
1011
Apexium Financial
Texas
$1.19M +$487 +3 +0%
BCM
1012
Boltwood Capital Management
California
$1.19M +$420K +2,588 +44%
FTWA
1013
Fifth Third Wealth Advisors
Ohio
$1.18M +$50.8K +313 +4%
MWM
1014
Mission Wealth Management
California
$1.17M +$153K +942 +13%
SAI
1015
Savvy Advisors Inc
New York
$1.17M +$383K +2,357 +39%
T
1016
Tableaux
Massachusetts
$1.17M +$1.07M +6,597 +374%
VWM
1017
VCI Wealth Management
Missouri
$1.16M +$148K +913 +12%
TAM
1018
Trust Asset Management
Texas
$1.16M +$1.78K +11 +0.1%
MFG
1019
MidWestOne Financial Group
Iowa
$1.16M +$44.1K +272 +3%
TA
1020
Tectonic Advisors
Texas
$1.16M +$11.5K +71 +0.9%
FCP
1021
Fidelis Capital Partners
Florida
$1.15M +$765K +4,714 +119%
GWMIA
1022
Global Wealth Management Investment Advisory
Florida
$1.15M +$113K +697 +9%
LAIC
1023
Lederer & Associates Investment Counsel
California
$1.15M +$1.33M +8,216 New
VCA
1024
Verdence Capital Advisors
Maryland
$1.15M +$162 +1 +0%
AAP
1025
Arax Advisory Partners
Colorado
$1.15M -$49.5K -305 -4%
39 40
41
42 43