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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1026
Newbridge Financial Services Group
Florida
$635K -$44.2K -424 -7%
BAM
1027
Beaumont Asset Management
Texas
$634K +$8.33K +80 +1%
SIC
1028
Samalin Investment Counsel
New York
$634K -$6.14K -59 -1%
FFA
1029
Farther Finance Advisors
California
$631K +$98.5K +946 +19%
RWA
1030
Ropes Wealth Advisors
Massachusetts
$629K – – –
HWA
1031
Heritage Wealth Advisors
Virginia
$622K -$10.4K -100 -2%
CAM
1032
Close Asset Management
United Kingdom
$617K -$11.7K -112 -2%
BS
1033
Bessemer Securities
New York
$616K -$315K -3,028 -35%
NB
1034
NBT Bank
New York
$614K +$597K +5,732 New
MC
1035
Mathes Company
New York
$614K – – –
BP
1036
Ballentine Partners
Massachusetts
$612K +$38.6K +371 +7%
KIC
1037
Kensington Investment Counsel
California
$610K +$27K +259 +5%
NS
1038
NBC Securities
Alabama
$610K +$593K +5,699 New
KFP
1039
KMG Fiduciary Partners
Ohio
$609K -$17.8K -171 -3%
ACA
1040
Aptus Capital Advisors
Alabama
$607K +$590K +5,669 New
HI
1041
Harbour Investments
Wisconsin
$607K +$33.1K +318 +6%
VWA
1042
Visionary Wealth Advisors
Illinois
$605K -$11.6K -111 -2%
SIG
1043
Spinnaker Investment Group
California
$604K +$23.9K +230 +4%
AAS
1044
Annex Advisory Services
Wisconsin
$602K +$146K +1,401 +33%
SMA
1045
Sage Mountain Advisors
Georgia
$602K +$11.5K +110 +2%
GHAM
1046
Gilman Hill Asset Management
Connecticut
$600K -$8.44K -81 -1%
OHWP
1047
Oak Harbor Wealth Partners
North Carolina
$598K – – –
BB
1048
Busey Bank
Illinois
$598K +$6.56K +63 +1%
CA
1049
Claro Advisors
Massachusetts
$596K +$2.4K +23 +0.4%
TPWA
1050
TRUE Private Wealth Advisors
Oregon
$594K -$20.8K -200 -3%
40 41
42
43 44