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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1026
Choate Investment Advisors
Massachusetts
$1.12M -$41.5K -345 -3%
PCC
1027
Park Circle Company
Maryland
$1.12M – – –
MWM
1028
Modera Wealth Management
New Jersey
$1.12M -$1.47M -12,199 -56%
CFIA
1029
Cantor Fitzgerald Investment Advisors
New York
$1.12M – – –
LIA
1030
LBMC Investment Advisors
Tennessee
$1.12M +$12.7K +106 +1%
DAS
1031
Dynamic Advisor Solutions
Arizona
$1.12M +$286K +2,382 +34%
PCA
1032
Pallas Capital Advisors
Massachusetts
$1.11M +$48.4K +403 +4%
WAM
1033
Weiss Asset Management
Massachusetts
$1.1M -$2.46M -20,473 -69%
AWA
1034
Arbor Wealth Advisors
Michigan
$1.1M – – –
HCP
1035
Hexagon Capital Partners
Arkansas
$1.1M +$14.4K +120 +1%
FAL
1036
Focused Alpha LLC
Colorado
$1.1M +$51.1K +425 +5%
AWM
1037
Axxcess Wealth Management
California
$1.1M +$1.12M +9,316 New
RB
1038
Renasant Bank
Mississippi
$1.1M +$1.12M +9,309 New
AF
1039
Alerus Financial
North Dakota
$1.09M -$1.09M -9,087 -50%
DCM
1040
Dimension Capital Management
Florida
$1.09M +$13.5K +112 +1%
PDL
1041
Portfolio Design Labs
California
$1.09M -$10.5K -87 -0.9%
AHL
1042
Abel Hall LLC
Louisiana
$1.07M -$16.6K -138 -1%
KAS
1043
KPP Advisory Services
Kentucky
$1.07M -$43.6K -363 -4%
CMMS
1044
Comprehensive Money Management Services
Florida
$1.07M -$46.9K -390 -4%
PPWM
1045
Paragon Private Wealth Management
Kentucky
$1.07M +$231K +1,921 +27%
HA
1046
Huntleigh Advisors
Missouri
$1.07M +$22.7K +189 +2%
SW
1047
Simplicity Wealth
New Jersey
$1.07M +$770K +6,406 +241%
MFA
1048
Mayflower Financial Advisors
Massachusetts
$1.06M +$7.81K +65 +0.7%
NG
1049
Novem Group
New York
$1.06M +$1.08M +9,023 New
FNBOO
1050
First National Bank of Omaha
Nebraska
$1.06M -$69.2K -576 -6%
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