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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFBLI
1026
Southern Farm Bureau Life Insurance
Mississippi
$340K – – –
NB
1027
Nicolet Bankshares
Wisconsin
$340K +$311K +3,500 New
AW
1028
ACG Wealth
Georgia
$338K -$64.6K -727 -17%
GSEP
1029
Golden State Equity Partners
California
$338K +$309K +3,479 New
MWM
1030
Minot Wealth Management
Massachusetts
$334K – – –
ONST
1031
Old North State Trust
North Carolina
$333K -$7.28K -82 -2%
FMC
1032
First Merchants Corp
Indiana
$332K – – –
VA
1033
Valmark Advisers
Ohio
$332K – – –
PWA
1034
Phoenix Wealth Advisors
North Carolina
$331K – – –
IF
1035
IRON Financial
Illinois
$331K +$444 +5 +0.1%
CA
1036
Cullinan Associates
Kentucky
$330K -$62.2K -700 -17%
SWA
1037
Stratos Wealth Advisors
Ohio
$330K +$301K +3,393 New
VC
1038
Veracity Capital
Georgia
$330K +$302K +3,396 New
QCM
1039
Quest Capital Management
Texas
$328K -$10.8K -122 -3%
CG
1040
Caprock Group
Idaho
$327K +$5.95K +67 +2%
BBA
1041
BLB&B Advisors
Pennsylvania
$327K +$10K +113 +3%
AI
1042
Atom Investors
Texas
$327K +$299K +3,369 New
DHFB
1043
Dixon Hubard Feinour & Brown
Virginia
$326K – – –
TNAM
1044
Terra Nova Asset Management
New York
$325K -$65.1K -733 -18%
WI
1045
WrapManager Inc
California
$325K +$1.78K +20 +0.6%
EWM
1046
Empirical Wealth Management
Washington
$323K +$89 +1 +0%
PP
1047
Patten & Patten
Tennessee
$322K -$75.5K -850 -20%
MA
1048
MJP Associates
Connecticut
$322K +$89 +1 +0%
PWAG
1049
Polaris Wealth Advisory Group
California
$322K +$710 +8 +0.2%
FA
1050
Faithward Advisors
Pennsylvania
$321K -$4.44K -50 -1%
40 41
42
43 44