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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1026
Quadrant Private Wealth Management
Pennsylvania
$515K +$173 +2 +0%
CA
1027
Claro Advisors
Massachusetts
$515K +$93.5K +1,082 +24%
PIA
1028
Powell Investment Advisors
Florida
$513K – – –
BB
1029
Busey Bank
Illinois
$513K +$20.5K +237 +4%
AF
1030
Advisornet Financial
Minnesota
$513K +$7.34K +85 +2%
SMA
1031
Sage Mountain Advisors
Georgia
$512K +$1.47K +17 +0.3%
AAM
1032
Augustine Asset Management
Florida
$511K – – –
CFMC
1033
Curbstone Financial Management Corp
New Hampshire
$509K -$17.3K -200 -4%
SVWAG
1034
Sound View Wealth Advisors Group
Georgia
$508K -$6.39K -74 -1%
KIC
1035
Kensington Investment Counsel
California
$505K +$470K +5,437 New
MP
1036
McDonald Partners
Ohio
$504K – – –
SIG
1037
Spinnaker Investment Group
California
$503K +$30.2K +350 +7%
MCWS
1038
McKinley Carter Wealth Services
West Virginia
$502K +$1.3K +15 +0.3%
HI
1039
Harbour Investments
Wisconsin
$497K +$71.4K +827 +18%
BP
1040
Ballentine Partners
Massachusetts
$496K +$50.7K +587 +12%
JWBC
1041
J.W. Burns & Co
New York
$495K – – –
OWA
1042
Octavia Wealth Advisors
Ohio
$492K -$15.3K -177 -3%
MWA
1043
Meridian Wealth Advisors
Texas
$489K +$1.73K +20 +0.4%
MCM
1044
Morton Capital Management
California
$489K +$17.3K +200 +4%
HIMC
1045
Heritage Investors Management Corp
Maryland
$488K -$2.68K -31 -0.6%
AUB
1046
Atlantic Union Bankshares
Virginia
$487K -$16.3K -189 -3%
TCWM
1047
Total Clarity Wealth Management
Illinois
$486K +$452K +5,229 New
KA
1048
Kozak & Associates
Colorado
$486K +$4.32K +50 +1%
IDBONY
1049
Israel Discount Bank of New York
New York
$485K -$106K -1,227 -19%
EBT
1050
Enterprise Bank & Trust
Massachusetts
$483K +$448K +5,190 New
40 41
42
43 44