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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1026
Advisornet Financial
Minnesota
$477K -$28.4K -321 -6%
AUB
1027
Atlantic Union Bankshares
Virginia
$477K -$11.1K -126 -2%
MP
1028
McDonald Partners
Ohio
$476K +$2.3K +26 +0.5%
NP
1029
Nilsine Partners
Colorado
$475K +$478K +5,407 New
MCWS
1030
McKinley Carter Wealth Services
West Virginia
$473K +$6.54K +74 +1%
TCM
1031
Teza Capital Management
Illinois
$470K +$473K +5,351 New
JWBC
1032
J.W. Burns & Co
New York
$468K – – –
VAS
1033
Vestmark Advisory Solutions
Massachusetts
$465K +$137K +1,556 +42%
HIMC
1034
Heritage Investors Management Corp
Maryland
$464K -$5.3K -60 -1%
HT
1035
Headlands Technologies
Illinois
$464K +$467K +5,282 New
BB
1036
Busey Bank
Illinois
$464K -$42.5K -481 -8%
SP
1037
Symmetry Partners
Connecticut
$463K – – –
LB
1038
Leo Brokerage
Texas
$460K +$463K +5,241 New
MWA
1039
Meridian Wealth Advisors
Texas
$460K – – –
GWM
1040
Geneos Wealth Management
Colorado
$459K +$113K +1,282 +33%
LWP
1041
LMG Wealth Partners
Louisiana
$458K +$461K +5,214 New
LW
1042
Lauer Wealth
Indiana
$457K +$451K +5,111 New
SIC
1043
Salem Investment Counselors
North Carolina
$455K – – –
SC
1044
Slow Capital
California
$453K +$23.9K +271 +6%
CWM
1045
Curi Wealth Management
North Carolina
$452K +$4.42K +50 +1%
OPA
1046
Old Port Advisors
Maine
$452K -$5.57K -63 -1%
BFAG
1047
Blackston Financial Advisory Group
Florida
$451K +$70.9K +803 +19%
CL
1048
Choreo LLC
Illinois
$450K +$211K +2,385 +87%
KA
1049
Kozak & Associates
Colorado
$446K -$6.09K -69 -1%
VCP
1050
Verus Capital Partners
Arizona
$445K -$8.21K -93 -2%
40 41
42
43 44