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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FPA
1026
First Pacific Advisors
California
$482K – – –
DY
1027
Dowling & Yahnke
California
$479K +$1.28K +11 +0.3%
CPA
1028
Cowen Prime Advisors
New York
$477K -$58K -500 -11%
DPI
1029
Diversified Portfolios Inc
Michigan
$477K – – –
MPI
1030
Mairs & Power Inc
Minnesota
$477K – – –
PGIM
1031
Pacific Global Investment Management
California
$473K +$209K +1,801 +80%
AWA
1032
Arkadios Wealth Advisors
Georgia
$471K -$104K -900 -18%
LB
1033
Legacy Bridge
Iowa
$471K +$5.8K +50 +1%
RWP
1034
Ridgecrest Wealth Partners
California
$471K +$174K +1,500 +59%
FMLI
1035
Fukoku Mutual Life Insurance
Japan
$470K +$469K +4,040 New
SW
1036
SteelPeak Wealth
California
$468K +$8.36K +72 +2%
SWM
1037
Selective Wealth Management
Virginia
$468K +$200K +1,725 +75%
GEA
1038
Glen Eagle Advisors
New Jersey
$468K -$26.1K -225 -5%
AAS
1039
Annex Advisory Services
Wisconsin
$465K -$348 -3 -0.1%
CCA
1040
Covey Capital Advisors
Georgia
$465K +$464K +4,000 New
PMFA
1041
Plante Moran Financial Advisors
Michigan
$461K +$39.9K +344 +10%
VC
1042
Veracity Capital
Georgia
$461K +$66.1K +570 +17%
AFPL
1043
Advus Financial Partners, LLC
Florida
$460K +$413K +3,558 New
CWS
1044
Cypress Wealth Services
California
$458K -$5.11K -44 -1%
HFM
1045
Harvest Fund Management
China
$457K +$418K +3,604 +1,079%
JG
1046
Jefferies Group
New York
$455K +$454K +3,914 New
CA
1047
Cullinan Associates
Kentucky
$454K +$58K +500 +15%
XF
1048
XML Financial
Maryland
$453K +$452K +3,891 New
ST
1049
Smithfield Trust
Pennsylvania
$451K – – –
BFWA
1050
Benchmark Financial Wealth Advisors
Florida
$449K +$2.67K +23 +0.6%
40 41
42
43 44